Getting Started with ESXi 5 (Part 2) - Create your first virtual machine

by [Published on 12 Oct. 2011 / Last Updated on 12 Oct. 2011]

In this part of this article series we'll create a virtual machine.

If you would like to be notified of when Scott Lowe releases the next part in this article series please sign up to our VirtualizationAdmin.com Real Time Article Update newsletter.

If you would like to read the first part in this article series please go to Getting Started with ESXi 5 (Part 1).

Introduction

In the previous part of this series, we laid the groundwork for your new ESXi 5-based virtual environment by going through an ESXi 5/VMware Hypervisor installation and installing the vSphere Client software. In this part, we’ll create a virtual machine.

Create your first virtual machine

You now have the key ingredients for virtual machine success. You’ve installed the hypervisor – ESXi 5 – and a management tool – vSphere Client. From here, you can start building virtual machines to meet organizational needs.

Start the vSphere Client by opening Start > All Programs > VMware > VMware Sphere Client. This will open up the vSphere Client login page, shown in Figure 1. On this page, provide the IP address for your ESXi 5 host and also provide the root user name and password that you specified during the setup of your server.

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Figure 1: Specify the ESXi host and username and password

You will likely receive a security warning like the one shown in Figure 2. This is basically telling you that the SSL certificate being used by the ESXi host can’t be trusted. However, since you just installed the ESXi server, you’re generally sage simply clicking the Ignore button here, although you can also choose to install the certificate to your local certificate store so that you don’t see this message again.

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Figure 2: It's safe to ignore this security warning

Once you’ve gained access to the vSphere Client, right click your server IP address and choose New Virtual Machine. Note that the IP address from before and the one you see below are different; I modified some network settings on my ESXi host in between screen shots.


Figure 3: Start the virtual machine creation process

The first question is a simple one: Do you want to use Custom settings for your new virtual machine or do you want to use settings that typically work well based on the operating system you use? For the purposes of this demonstration, I’m choosing the Custom option.

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Figure 4: Do you want to customize your virtual machine?

Now, provide a unique name for your new virtual machine.

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Figure 5: Name your new VM

For the purposes of this article, I’m using all local storage; no SAN is involved, although I will include my EMC VNXe 3300 at some point later on. For now, though, this test virtual machine will be deployed to local storage, as shown in Figure 6. Note that the screen in Figure 6 tells you a bit about the selected storage, such as whether or not thin provisioning is supported.

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Figure 6: Choose a datastore

VMware has introduced a new version of their virtual machine format – version 8. In addition to enabling a number of new maximums, version 8 also brings with it 3D graphics capability to allow support for Windows Aero and support for high speed USB 3.0 devices. These new hardware capabilities will extend the potential use cases for vSphere, particularly with regard to desktop scenarios. The table below gives you a look at some of the more significant differences between version 7 and version 8 virtual machines. Although version 8 VMs are much more scalable than their version 7 counterparts, version 8 hardware is not supported across all of VMware’s and third party products yet, so choose carefully and only after checking with your vendors.

Some capabilities are dependent on the VMware edition as well. For example, 32-way SMP is available with Enterprise Plus. The table below outlines the high level differences between version 7 and 8 virtual machines without taking into regard edition.

Version 7

Version 8

SMP

8-way

32-way

RAM

256 GB

1 TB

3D support

No

Yes

BIOS

Yes

Yes

EFI

No

Yes

CPU hot add

Yes

Yes

RAM hot add

Yes

Yes

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Figure 7: Choose the virtual hardware version you want to use

The next step is to identify the operating system that will run inside the virtual machine. Your selection will help the client identify the baseline specifications that will be recommended for this new virtual machine. You can see this screen in Figure 8.

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Figure 8: Choose your operating system

On the next screen – shown in Figure 9 – you’ll begin to see where ESXi 5 has introduced some changes. Rather than simply assigning a number of cores to a virtual machine, specify the number of virtual sockets you’d like to assign to the machine as well as the number of cores per socket you’d like to assign. The client will calculate the number of cores based on the values you specify.

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Figure 9: Specify CPU options

Next up, assign RAM to the virtual machine. The virtual machine creation wizard provides you with a number of different recommendations including the minimum recommended RAM based on the operating system you selected, default recommended RAM for this OS and the maximum recommended RAM for this particular operating system. You can see these options outlined in Figure 10.

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Figure 10: RAM recommendations

Every virtual machine needs one or more network adapters. On the next screen of the wizard, choose the number of NICs you’d like to add to the virtual machine, choose the virtual network to which each NIC should be attached and choose your NIC type.

  • E1000. The E1000 is an emulated version of the Intel 82545EM Gigabit Ethernet adapter. Not all guest operating systems include support for this adapter. Generally, if you’re running a system with Linux kernel 2.4.19 or later, Windows XP Professional x64 Edition and later, and Windows Server 2003 (32-bit) and later, you’ll find E1000 support.
  • VMXNET 2 (Enhanced). Unlike the E1000, the VMXNET adapters do not have physical counterparts and are specifically designed for use in a virtual machine. Once you install VMware Tools, drivers for this network adapter are provided. VMXNET 2 builds on the base VMXNET by adding support for features such as jumbo frames and hardware offload. VMXNET 2 support is provided in the following operating systems:
    o   Windows Server 2003
    o   Windows Small Business Server 2003
    o   Windows XP Pro 32-bit
    o   Red Hat Enterprise Linux 5.0
    o   SUSE Linux Enterprise 10
    o   Red Hat Enterprise Linux 4.0 64-bit
    o   Ubuntu Linux 64-bit
  • VMXNET 3. VMXNET 3 is not simply a next version of VMXNET 2. It’s a new adapter type that includes all of the features of both VMXNET and VMXNET 2 but adds additional features including IPv6 offloads and multiqueue support. VMXNET 3 is supported in the following guest operating systems (refer to VMware documentation for limitations that may be specific to each operation system):
    o   Microsoft Windows XP,7, 2003, 2003 R2, 2008, and 2008 R2
    o   Red Hat Enterprise Linux 5.0 and later
    o   SUSE Linux Enterprise Server 10 and later
    o   Asianux 3 and later
    o   Debian 4
    o   Ubuntu 7.04 and later
    o   Sun Solaris 10 U4 and later

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Figure 11: Choose a network adapter type

Although the network adapter type is an important selection for your new virtual machine, your choice of SCSI controller will likely have more significant performance implications. This selection is made on the next screen of the virtual machine creation wizard, as shown in Figure 12.

  • BusLogic Parallel. This is the default selection for older operating systems.
  • LSI Logic Parallel. This is akin to a traditional parallel SCSI adapter and is not suitable for all purposes, but is generally compatible with guest operating systems.
  • LSI Logic SAS. This is the default for Windows-based guest operating systems.
  • VMware Paravirtual. As is the case with the VMXNET series of Ethernet adapters, the VMware Paravirtual SCSI (PVSCSI) adapter is designed for virtual hardware, but it has some limitations, such as a restricted list of supported guest operating systems.

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Figure 12: Choose a SCSI controller type

Next up, choose your virtual disk. You can create a brand new virtual disk, as you can see in Figure 13 is the route I’ve taken, use an existing disk, create a raw device mapping (RDM) or not create a disk at all.

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Figure 13: Select a disk

Since I’ve chosen to create a new virtual disk, the wizard’s next step is to provide me – Figure 14 – with the options that I need to carry out that wish.

On this screen, I’m asked three questions:

  • Size of the new virtual disk
  • Provisioning type
    o   Thick Provision Lazy Zeroed. Fully allocated space for the new virtual disk and wipes it of previous data.
    o   Thick Provision Eager Zeroed. Fully allocates, wipes, and zeroes out allocated space on the new virtual disk. Some applications require the use of Eager Zeroed disks. On the surface, it would seem that this type of disk provides the best performance since space is already allocated and prepared, but some testing has shown that the performance benefits may not be substantial.
    o   Thin Provision. Disk space is not immediately allocated to the disk. It’s allocated on demand with the upper space limit being the specified size of the virtual disk. There are enormous space benefits to be had with thin provisioning, but it also requires you to keep a careful eye on storage to avoid accidentally overprovisioning and running out of space.
  • Virtual disk location

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Figure 14: Choose a location for the new virtual disk

If you like, you can make advanced changes to the disk configuration on the next page of the wizard, shown in Figure 15.

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Figure 15: Advanced disk options

Summary

And with that, you’ve now created your first fully functioning virtual machine under VMware ESXi 5!

If you would like to be notified of when Scott Lowe releases the next part in this article series please sign up to our VirtualizationAdmin.com Real Time Article Update newsletter.

If you would like to read the first part in this article series please go to Getting Started with ESXi 5 (Part 1).

The Author — Scott D. Lowe

Scott D. Lowe avatar

Scott has written thousands of articles and blog posts and has authored or coauthored three books, including Microsoft Press’ Exchange Server 2007 Administrators Companion and O’Reilly’s Home Networking: The Missing Manual. In 2012, Scott was also awarded VMware's prestigious vExpert designation for his contributions to the virtualization community.

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