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  • 1. Pre-requisites for XenServer Proof of Concepts962025328295013811256107430<br />Version History1.0Steve AtkinsonDocument Creation27/12/20071.1Anthony FrancisUpdated for XenServer 5.0 and PVS27/11/20081.2Anthony FrancisFormatted in new PoC Template30/12/2008 1.3Anthony FrancisUpdated for PVS 5.x deployment as part of E4XS PoC14/07/2009 1.4Anthony FrancisUpdate for Essentials for XenServer 5.503/08/20091.5Anthony FrancisRe-entered success criteria/business case sections, along with expected completion date10/08/2009<br />Contents TOC o " 1-3" h z u Introduction PAGEREF _Toc237682075 h 5Executive Summary PAGEREF _Toc237682076 h 5Overview PAGEREF _Toc237682077 h 5PoC Planning PAGEREF _Toc237682078 h 6Customer Contact Details PAGEREF _Toc237682079 h 6Site Location and Contact Details PAGEREF _Toc237682080 h 6Citrix Systems / Partner Contact Details PAGEREF _Toc237682081 h 7Success Criteria for Pilot PAGEREF _Toc237682082 h 7Business Case PAGEREF _Toc237682083 h 8Agreed / Actual PoC Time PAGEREF _Toc237682084 h 8Scope PAGEREF _Toc237682085 h 8Responsibilities PAGEREF _Toc237682086 h 9Customer/Citrix Systems/Citrix Partner Responsibilities: PAGEREF _Toc237682087 h 9Pre-Installation Requirements PAGEREF _Toc237682088 h 11Hardware PAGEREF _Toc237682089 h 11XenCenter Workstation PAGEREF _Toc237682090 h 11Located on the same IP subnet as the XenServer Network Specification PAGEREF _Toc237682091 h 11Local Storage PAGEREF _Toc237682092 h 11Shared Storage PAGEREF _Toc237682093 h 11Provisioning Services 5.0 SP2 PAGEREF _Toc237682094 h 12Provisioning Server: Network Requirements PAGEREF _Toc237682095 h 12Operating System PAGEREF _Toc237682096 h 12Software PAGEREF _Toc237682097 h 12Licensing PAGEREF _Toc237682098 h 12Installation PAGEREF _Toc237682099 h 13Environment Verification Questions PAGEREF _Toc237682100 h 13Installation Order PAGEREF _Toc237682101 h 15Configuration Guidelines PAGEREF _Toc237682102 h 16Toolkits and Useful Links PAGEREF _Toc237682103 h 18<br />Introduction<br />Executive Summary<br />It is the intention of Citrix to provide a Systems Engineer to install and configure Citrix XenServer for the purposes of demonstrating key features of this technology. It is perceived that a successful POC will provide enough knowledge to the customer for them to make informed decisions as to if / how they take the technology forward into semi and fully production environments. <br />To ensure that it is fully understood what is needed from both parties it will be necessary to agree to the points listed in this document. This will form the basis for the POC and will ensure that the most is obtained from it both while it is running and moving forward into production and semi-production environments.<br />Overview<br />Citrix XenServer 5.5 is a server virtualization platform that makes data centre’s more agile and efficient through faster application delivery, higher levels of availability and improved utilization of IT resources. XenServer delivers the advanced features required by mission critical workloads (operating systems, applications and configurations) without sacrificing the ease-of-use necessary for wide-scale deployments.<br />As a native 64-bit virtualisation platform built on the open source Xen hypervisor, XenServer installs directly on bare-metal servers requiring no dedicated host operating system. The platform is ideal for rapid adoption of virtualization for server consolidation, software development, and business continuity as well as comprehensive application workload provisioning for virtual and physical infrastructure.<br />Key features include:<br />
    • High-performance, native 64-bit Xen hypervisor
    • 2. Broad support for Windows and Linux guest operating systems
    • 3. Simple deployment and installation
    • 4. Easy single-server management through XenCenter
    • 5. Active Directory Integration for XenCenter
    • 6. Disk based Snapshots for all Storage Repository types
    • 7. XenConvert P2V Windows Physical to Virtual Conversion tool
    • 8. Enterprise-ready performance and scalability
    • 9. VLAN support for virtual network isolation and aggregation
    • 10. Multi-server management
    • 11. XenMotion for live relocation of virtual machines
    • 12. Support for dynamic resource pools, shared storage, and quality of service
    Essentials for XenServer 5.5, Enterprise Edition – provides advanced virtualisation management features on top of the free XenServer virtualisation platform and optimises business-critical server workloads, enabling data centre’s to be flexible, efficient, and cost effective pools of computing and storage resources with:<br />
    • All features included in XenServer 5.5 plus:
    • 13. High Availability that automatically restart VMs upon host server failure
    • 14. Workload Balancing of VMs
    • 15. StorageLink for deep storage integration and storage management for virtualisation
    • 16. Automated Lab Management for virtual environments
    • 17. Dynamic Workload Provisioning of virtual machines only
    • 18. Workflow Studio orchestration
    Essentials for XenServer 5.5, Platinum Edition – provides advanced virtualisation management features on top of the free XenServer virtualisation platform and optimises business-critical server workloads, enabling data centre’s to be flexible, efficient, and cost effective pools of computing and storage resources with:<br />
    • All features included in Essentials for XenServer 5.5, Enterprise Edition plus:
    • 19. Dynamic Workload Provisioning of virtual and physical machines
    • 20. Stage Management
    Additionally, Citrix offers OEM editions of XenServer which are available as embedded software in x86 servers from HP, Dell, and other vendors.<br />PoC Planning<br />Details of what should be discussed with the customer regarding scope of the pilot, e.g. things like inclusion of certain applications when testing XenApp.<br />Customer Contact Details<br />Primary Contact<br />Full NameE-mail AddressMobile TelephoneOffice TelephoneOffice Address<br />Technical Contact<br />Full NameE-mail AddressMobile TelephoneOffice TelephoneOffice Address<br />Site Location and Contact Details<br />Site NameSite Contact NameSite Contact TelephoneSite Contact E-mailSite Full AddressSite Access Notes<br />Citrix Systems / Partner Contact Details<br />Citrix Systems / Partner Account Manager<br />Full NameE-mail AddressMobile TelephoneOffice Telephone<br />Citrix Systems / Partner Technical Engineer<br />Full NameE-mail AddressMobile TelephoneOffice Telephone<br />Success Criteria for Pilot<br />Criteria 1NotesAchievement Status<br />Criteria 2NotesAchievement Status<br />Criteria 3NotesAchievement Status<br />Business Case<br />Enter any information that may be useful to help build a business case around the PoC.<br />Agreed / Actual PoC Time<br />PoC Start DatePoC End Date (Expected)<Date><Date><br />Week ofActivityEffortResource<Date><Activity>x hours<Customer>, Citrix <Date><Activity>x hours<Customer>, Citrix<Date><Activity>x hours<Customer>, Citrix <br />Scope<br />The POC will include<br />Installation and configuration of a maximum of three XenServer hosts <br />
    • Setup of local & shared storage repository (Does not include SAN / NAS configuration)
    • 21. Setup basic network connectivity using the host network (Maximum of six server network card)
    Installation of XenCenter on an XP or Vista workstation<br />Create a new Windows Server 2003/2008 and a XP/Vista VM <br />Import/P2V a known good Windows 2003 Server VM onto the XenServer<br />
    • Test network connectivity to host network
    • 22. Ensure start-up, shutdown, suspend and reboot operations of the VM
    High availability aspects of XenServer<br />
    • This includes the XenMotion or VM automatic restart functions
    Setup of multipath and/or network card bonding<br />Conference call or online GoToMeeting session prior to the site visit to discuss the POC to ensure that prerequisites are met and to further discuss any special arrangements It is also critical to get an idea of the success criteria of the POC from a customer perspective.<br />Mutual agreement of success criteria for the POC.<br />An hour set aside (on site) for discussions regarding the completed POC and to look at how this can be moved into a production environment This will also include a time where any questions regarding any other aspects of the POC system can be asked <br />The POC will not include<br />Setup of the following<br />Setup or configuration of external storage systems such as SAN or NAS technologies, (see below for further details)<br />Setup or configuration of the following <br />
    • Networking hardware such as routers or switches
    Any software applications (such as SQL, Exchange, and SAP) other than those stated as part of the XenServer system.<br />Responsibilities<br />Customer/Citrix Systems/Citrix Partner Responsibilities:<br />
    • Staffing Requirements
    • 23. On-site Requirements
    • 24. Additional Requirements
    It is necessary to be accompanied by authorised personnel that can assist with anything that is needed to complete the POC. They should be fully familiar with the testing environment and available throughout the implementation of the POC<br />For a POC, any integration with existing production services is discouraged. If any component of the POC is to be integrated with an existing production system (e.g. DHCP server changes, Active Directory integration, XenApp farm inclusion etc.) a legal disclaimer will need to be signed by the customer prior to the POC engagement.<br />An element of education will be provided during the building of the POC if desired which can be extremely useful to continue the POC into production but this is not to be confused with structured training that can be obtained though Citrix authorised training partners which can be obtained at any time.<br />Valid application software and operating system licenses will be provided by the customer for the duration of the POC.<br />The following points should all have been agreed, completed or provided before the Engineer be dispatched to site<br />All prerequisites listed in the following section are met in full<br />A conference call or meeting has occurred that has allowed the success criteria to be agreed<br />Make, model number and specification of server hardware and shared storage to be used<br />What is the workload being virtualised i.e. Windows Server 2003, XenApp and MS Office 2007, SAP R/3 or Linux, etc<br />Virtual Machines, (VMs) will be built via what process i.e. standard install, scripted installation, PXE deployment solution, P2V or CD Image, etc<br />Please note that 30-day evaluation licenses will be provided along with all XenServer skills. However any workload specific skills such MS Exchange, SQL Server, SAP and even Citrix XenApp may need to be provided by the CSA partner or the end-user to ensure a successful POC <br />Mutually agreed date set for the work to be carried out<br />Remote facilities to the systems that are being worked on as well as access to the consoles of these systems<br />Completion of the Citrix Systems demonstration agreement.<br />Failure to comply with any of these prerequisites will result in the engineer leaving site and not returning until they are met in full.<br />The POC is focused on proving the basic concept of a XenServer system. Anything further may involve further consultancy and is likely to be chargeable. A full working day starting is normally deemed to be sufficient time for the POC, however if Platinum Edition is being evaluated as part of the POC a second day may be required. Any additional time required may be chargeable.<br />Support of the POC will be on a best endeavors basis by the engineer that installed the system plus any other support arrangements setup prior to the POC.<br />It is in the interest of both Citrix and the customer to have a successful POC but this relies on preparation and a mutually agreed time scale and desire to work together If this is possible then the POC should occur in a timely and cost effective manner and its objectives be met in full.<br />Pre-Installation Requirements<br />Hardware <br />One or ideally at least two 64-bit x86 CPU(s) servers, 1.5 GHz minimum, 2 GHz or faster multi-core CPU recommended.<br />To support VMs running Windows, an Intel VT or AMD-V x86-based system with one or more (up to 32) CPUs is required.<br />To run Windows VMs, hardware support for virtualization must be enabled on the machine running XenServer. This is usually an option in the BIOS. Consult your BIOS documentation for more details<br />Note: To ensure compatibility, it is recommended that branded servers be used for the project. Lower cost “white box” units may give unpredictable results. Servers listed on the XenServer compatibility list at www.citrix.com/xenserver/hcl offer the greatest chance of success. <br />4 GB minimum or more recommended depending on how many VMs will ultimately be hosted<br />Locally attached storage (ATA, SATA, SCSI) with 16 GB of disk space minimum, 60 GB of disk space recommended<br />Product installation creates two 4GB partitions for the XenServer Control Domain; remaining space is available for VMs <br />Note: Any existing OS or software installed on the server will be deleted as part of the XenServer installation.<br />100 Mbit/s or faster network interface card (NIC). A gigabit NIC is recommended for faster P2V and export/import data transfers and for live relocation of VMs. <br />Capability for booting from CD / DVD <br />XenCenter Workstation<br />Windows XP SP2 (Preferred) or Windows Vista SP1 <br />1GB RAM<br />Disk Storage; Sufficient for initial O/S <br />Routed network connectivity to the same subnet as the XenServer without a firewall<br />Located on the same IP subnet as the XenServer Network Specification<br />As Fast as possible (Gigabit networking is recommended)<br />All required IP addressed provided (Under normal circumstances only a single static IP address for the XenServer would be needed)<br />Wherever possible, the POC should be installed on an isolated network segment<br />Local Storage<br />Single locally installed disk storage on the XenServer is sufficient for the storage of VMs and the XenServer operating system as stated above. <br />Shared Storage<br />Shared virtual machine storage will be required if features such as XenMotion and High Availability are to be tested. Any shared storage will be configured by the customer prior to the engineer arriving. The storage must be:<br />
    • iSCSI, Fiber Channel or NFS-based
    • 25. The storage on the SAN should have been pre-configured with the appropriate LUNs, volumes or aggregates.
    • 26. Physical connectivity between the XenServer and the storage should already be configured
    • 27. Supported HBAs or iSCSI hardware should have been pre installed in the server(s)
    Provisioning Services 5.0 SP2<br />Service account – PVS service account in AD with appropriate rights to SQL Server database, full Admin rights to PVS servers and vDisk CIFS share, http://support.citrix.com/article/CTX120080 <br />Operating Systems - Windows 2003 Server SP2 (32 or 64-bit) Windows 2008 Server (supported in Provisioning Server 5.0.sp1a and greater<br />Processor - Intel or AMD x86 or x64 compatible; 2 GHz minimum; 3 GHz preferred; 3.5 GHz Dual Core/HT or similar for loads greater than 250 target devices<br />Memory - Minimum of 2 GB RAM; 4 GB preferred<br />Network Adapter - Static IP, 1 GB Ethernet preferred; but Dual 1 GB Ethernet with no HP NIC Teaming software can be used to test NIC Fail-over Note: Two NICs often perform better than a single dual-ported NIC and should be connected to separate switches<br />Hard Disk and Storage - 65GB CIFS share on a file-server or HA Cluster<br />Provisioning Server: Network Requirements <br />Port Fast Port Fast must be enabled<br />Network Card PXE 0.99j or greater<br />Network Addressing DHCP <br />Operating System<br />All required Microsoft Operating Systems and Applications such as MS office all be provided as ISO files on a CIFS/NFS share local to the XenServer host(s).<br />Required ISO file are:<br />
    • Windows Server 2003 R2 SP2
    • 28. Windows Server 2008
    Software<br />Detail any 3rd party software that will be needed, e.g. database servers, web servers, etc.<br />Licensing<br />Citrix XenServer 5.0 will be used and a license will be activated on-site. All Microsoft and third-party licenses will be provided by customer.<br />Installation<br />Environment Verification Questions<br />
    • Will this PoC run on new or existing hardware?
    • 29. If new hardware is required, is there adequate power and cooling?
    • 30. Does this hardware conform to the minimum requirements listed above?
    • 31. Will the server hardware be located on an isolated test/lab or in a production environment?
    • 32. Will the storage hardware (NAS/ iSCSI, SAN) be located on an isolated test/lab or in a production environment?
    • 33. What is the network type and speed?
    • 34. Are there any VLANs? Yes
    • 35. Is NIC bonding required as part of the PoC?
    Please complete the tables listed below with the details of the server and storage hardware to be used:<br />
    • XenServer Host 1MakeModelCPU Type/Speed#Sockets#CoresRAM#NICs (PIFs)Speed MbpsSCSI Controller/HBADisk TypeDisk Size#Spindles
    • 36. XenServer Host 1 FC HBA DetailsWWIDSwitch LocationQLogic FC HBA 1QLogic FC HBA 2
    • 37. XenServer Host 2MakeModelCPU Type/Speed#Sockets#CoresRAM#NICs (PIFs)Speed MbpsSCSI Controller/HBADisk TypeDisk Size#Spindles
    • 38. XenServer Host 2 FC HBA DetailsWWIDSwitch LocationQLogic FC HBA 1QLogic FC HBA 2
    • 39. Storage ArrayMakeModel#NICsSpeed MbpsDisk TypeDisk Size#Spindles**
    Installation Order<br />
    • Shared storage pre-configured
    • 40. Install XenServer 5.0 on two XenServer hosts using NIC 2 for management
    • 41. Install XenCenter on a Windows workstation
    • 42. Activate free XenServer Licenses on two XenServer hosts
    • 43. Create a Resource Pool from XenServer host 1
    • 44. Create NIC bond for Production, (NIC 0/1)
    • 45. Add XenServer host 2 to Resource Pool
    • 46. Enable and configure multipathing, (enter and exit maintenance mode)
    • 47. Reboot each XenServer host, starting with Pool Master
    • 48. Create an Hardware HBA, (Fibre Channel) SR on shared storage device
    • 49. Install HP Insight Agents of XenServer hosts
    • 50. Install <Customer> XenApp 5.0 Windows Server 2003 32-bit build on a VM via RIS, (Reference XenApp 5.0 build VM)
    • 51. Install XenTools on reference XenApp 5.0 build VM
    • 52. Copy reference XenApp 5.0 build VM
    • 53. Create PVS device creation template with 4GB write-cache disk
    • 54. Install Provisioning Services 5.0 SP2 on Two physical HP DL380 servers
    • 55. Configure PVS 5.0 SP2 on one of the PVS server
    • 56. Install PVS 50.SP2 hot-fix 8524
    • 57. Create vDisk directory structure on both PVS servers and CIFS share
    • 58. Create and format vDisk for XenApp 5.0 build
    • 59. Create collection for XenApp 5.0 Build
    • 60. Create device for reference XenApp 5.0 build VM
    • 61. Configure vDisk assignment and boot order for PVS reference XenApp 5.0 build VM device
    • 62. Install PVS target device client on XenApp 5.0 build VM device
    • 63. Reboot reference XenApp 5.0 build VM verifying that it is connecting to PVS server
    • 64. Run XenApp Prep Tool
    • 65. Run Imagebuilder process on reference XenApp 5.0 build VM to populate new vDisk
    • 66. Create additional VMs in XenCenter noting their MAC addresses
    • 67. Create additional VM devices in PVS in the XenApp 5.0 Build collection using the MAC addresses from step 24
    • 68. Start newly created VMs and check that they are part of the XenApp farm
    • 69. Configure PVS 5.0 SP2 on the second PVS server
    • 70. Configure HA in PVS and test
    Configuration Guidelines<br />The shared storage device will need to be configured with at least one 65GB LUN, however if two 65GB LUNs where created.<br />HostnameHP Blade TypeCPUNICMemoryDisks IP AddressCitrix Function<br />HostnameHP Blade TypeCPUNICMemoryDisks IP AddressCitrix Function<br />DomainNTP ServersDNS ServersDefault GatewaySubnet MaskVLAN<br />Server HostnameNIC NumberMAC AddressNetwork<br />Toolkits and Useful Links<br />The XenApp on XenServer Test toolkit<br />http://community.citrix.com/cdn/xs/XenServer+Resource+Kit<br />XenServer and Provisioning Server Port Usage Information<br />http://support.citrix.com/servlet/KbServlet/download/17370-102-190240/Port%20Usage%20Visio%20Diagram.zip<br />Best Practices for Configuring Provisioning Server on a Network<br />http://support.citrix.com/article/CTX117374 <br />How to Configure DHCP on Cisco 6509<br />http://support.citrix.com/article/CTX115113 <br />Service Account Configuration for Accessing SQL<br />http://support.citrix.com/article/CTX120080<br />Performance of HP ProLiant BL460c G6 in a HP SBC environment<br />http://h20195.www2.hp.com/V2/GetPDF.aspx/4AA2-5116ENW.pdf <br />Best Practices for Deploying XenApp on XenServer for HP ProLiant Servers<br />http://h20195.www2.hp.com/V2/GetPDF.aspx/4AA2-5115ENW.pdf<br />Antivirus Software Configuration Guidelines for Access Essentials/XenApp<br />http://support.citrix.com/article/CTX114522<br />