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Feedback on default behavior for VM Storage Policy

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Today, the vCenter REST (vSphere Automation) APIs currently does not support the use of VM Storage Policies when relocating (vMotion, Cross Datacenter vMotion & Storage vMotion) or cloning an existing Virtual Machine. Customers have provided feedback that this is something that they would like to see get added to the current REST APIs and while this is being looked at, there were a couple of open questions from Engineering.

The following 2-question survey below is to help us understand what the "default" behavior should be when a Virtual Machine is being relocated or cloned within a vCenter Server and a VM Storage Policy is NOT specified when using the APIs. The reason for this is that our existing APIs for relocate and clone today are very flexible and not everything needs to be specified as part of the relocate or clone API specification. However, due to this flexibility, you may observe different behaviors and we would like to understand what the default behavior should be when some of these paraemters are not specified. In the case where you want to be explicit, you can always specify the VM Storage Policy, but the survey is to understand when it is not specified.

Survey: https://goo.gl/forms/aQjVTly2MmVHeRsp1

Thank you  for taking the time to provide your feedback, this will help us build an easy and robust API when dealing with relocate and clone operations using the vCenter REST APIs.

How to properly clone a Nested ESXi VM?

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I often hear from users that they would like to be able to just clone from an existing Nested ESXi VM that has already been configured and just create additional Nested ESXi VM instances from that. For me personally, I do not have a use case for this since I just deploy additional ESXi instances using an automated Kickstart deployment. However, I can see why this would be useful for anyone that does not have an automated deployment or just want to quickly deploy additional Nested ESXi instances by just cloning from an existing image and then manually change the networking configuration afterwards.

First off, cloning of a Nested ESXi VM is possible and you can already do this today. You will get a brand new Virtual Machine that will have a unique MoRef ID, InstanceUUID, BIOS UUID and MAC Addresses for each of the virtual network adapters which you can see an example of this from the screenshot below.

Everything from outside of the guest OS looks great as we would expect but there is actually two issues from within ESXi that you may not be aware of.

  • The first issue is that you will get a duplicated MAC Address of the VMkernel interface(s) because the Nested ESXi configuration is exactly the same.
  • The second issue is having a duplicated ESXi System UUID, also known as a VMkernel UUID which should normally be unique and can sometimes be used for tracking purposes. You can see this System UUID by running the following ESXCLI command: esxcli system uuid get or by looking in esx.conf configuration file.

To properly clone an existing Nested ESXi VM, you will need to perform the following two operations within the Nested ESXi VM prior to cloning.

First Configuration - There is an advanced ESXi setting called FollowHardwareMac that will automatically update the VMkernel's MAC Address whenever the Virtual Machine's virtual network adapter MAC Addresses changes. To do so, you will need to run the following ESXCLI command:

esxcli system settings advanced set -o /Net/FollowHardwareMac -i 1

Second Configuration - The other modification that is required is to delete the existing System UUID entry in /etc/vmware/esx.conf configuration file. This will ensure a new System UUID will automatically be generated when the system boots up. To do so, open esx.conf and delete the entire /system/uuid line entry as seen in the screenshot below. Here is a quick snippet you can run without needing to open up VI:

sed -i 's#/system/uuid.*##' /etc/vmware/esx.conf

To ensure the file is persisted, run /sbin/auto-backup.sh

Once both configurations have been performed you are now ready to start cloning additional Nested ESXi instances. You will still need to login to each Nested ESXi VM and manually change the IP Address and hostname which you of course can leverage the Guest Operations API if you have VMware Tools for Nested ESXi installed.

If you plan on joining your "cloned" Nested ESXi instances to a vCenter Server and the ESXi hosts contains a local datastore, you will not be able to add the hosts to the same Datacenter/Cluster. The reason for this is that the cloned ESXi hosts will have a duplicated VMFS UUID. To fix this, you just need to re-signature the VMFS volume by using the following ESXCLI command:

esxcli storage vmfs snapshot resignature -l [VMFS-VOLUME]

VM Provisioning on Datastore Clusters in vSphere 5

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Last year I wrote an article called Automating Storage DRS & Datastore Cluster Management in vSphere 5 and I provided a pretty comprehensive vSphere SDK for Perl script to help administrators automate Storage DRS configurations. These past few months I have noticed an increase in interest on the VMTN developer forums relating to Storage DRS. Majority of the questions has been related to which vSphere API methods to use and how to use these methods for cloning VMs to datastore clusters.

If you have cloned a VM before, the underlying vSphere API method being used is the CloneVM_Task(), but when cloning a VM to a datastore cluster, a different API must be used.

In vSphere 5, VMware introduced several new API methods in the StorageResourceManager and the two specific ones relating to provisioning VMs are RecommendDatastores() and ApplyStorageDrsRecommendation_Task(). The process to clone a VM to a datastore cluster is a two step process:

  1. Call RecommendDatastores() which accepts very similar input as the CloneVM_Task(). In addition, you need to specify the datastore cluster also known as a Storage Pod in the vSphere API as well as the "type" (create, clone, relocate, reconfigure), in this example we will be performing a clone operation. This method will then generate a recommendation on where to place the VM which is based on the SDRS placement engine. No provisioning will occur at this point, just a placement recommendation.
  2. To perform the actual provision of the VM, you will need to call ApplyStorageDrsRecommendation_Task() which accepts a recommendation ID that was generated from the first step. Once the recommendation is applied, the provisioning of the VM will start just like it did when you called the CloneVM_Task().

Note: The RecommendDatastores() will return multiple recommendations, the best one will be first entry in the array. This is the same algorithm used when performing this same operation in the vSphere Client, it also selects the first recommendation.

Now that we understand how the APIs work, let's take a look at how we can leverage this in a script for some automation! Here is a simple vSphere SDK for Perl script called datastoreClusterVMProvisioning.pl which allows you to clone an existing VM onto a datastore cluster. You will need a system that has vCLI 5.0 installed or you can use VMware vMA 5 to run the script. You will also need to connect to a vCenter Server 5 for all SDRS operations.

The script requires 4 input parameters:

  • vmname - Name of the VM you wish to clone from
  • clonename - Name of the cloned VM
  • vmfolder - Name of a vCenter folder
  • datastorecluster - Name of a datastore cluster

Here is a screenshot of cloning an existing VM onto a datastore cluster:

The script is pretty straight forward and it can easily be adapted to include other configurations as required in your own environment.

Hopefully this gives you a better idea on how to leverage the new provisioning APIs for Storage DRS and start automating your VM deployments onto datastore clusters and get the benefits Storage DRS in your vSphere environment.