VMWare How To Guide

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Contents

Overview

The PINsafe virtual appliance is available as a VMware appliance. This document is to aid in the initial deployment of virtual appliance.


Downloading the VM Appliance

After purchasing the appliance via a reseller or channel partner, you will receive a download email containing the VMware download. The download method is FTP and we recommend that you use a web browser to download the files by pasting the links into your browser address bar. We recommend this because the FTP directory in which the PINsafe software resides is not viewable and will appear empty in an FTP client.


Virtual Machine Specification

General Specification (applies to all VM formats)

  • 40GB Hard Disk (The standalone appliance initially consumes 2.5GB disk space)
  • 1024MB RAM
  • Network Interface (PINsafe supports 3 network interfaces)
  • Primary Master and Standby Master use two network interfaces (one as a dedicated heartbeat network between appliances)

Recommendations

It is recommended to make regular snapshots, particularly after installation, and before and after system changes such as upgrades.


VMware Tools

It is recommended to leave the VMware Tools at their installation level and not upgrade them on the PINsafe appliances.


VMware Requirements

  • We recommend that you avoid the use of dynamically expanding storage by allocating the 20GB disk space at the deployment stage.
  • Verify that ETH0 and ETH1 are available. If the machine definition is imported then these network interfaces will be predefined. Once installed, you can configure the network interfaces through the CMI.


Deployment Methods

Deploy the OVF within vCenter

To deploy the OVF into vCenter without the need to convert (as with older versions of ESX):

  • Click the host within vCenter that you wish to deploy the OVF to;
  • Select File -> Deploy OVF Template;
  • Follow the onscreen prompts to import the machine as you desire. It is recommended that you provision the storage entirely and do not use dynamically expanding storage.


Converting the VMware Format

NOTE: the latest version of the VMWare converter will not work. You must use version 4.0.1, as in the link given below.

If conversion fails, try deleting the .mf file and repeating the conversion.

Using VMware Convert it can be performed with the following steps:

  • Install Converter on a windows machine (http://fs.swivelsecure.com/files/vmware/VMware-converter-4.0.1-161434.exe)
  • Mount the virtual machine
  • Select source type as "Virtual Appliance"
  • Browse to the .ovf file from VM and select that as source image
  • Select whatever you want on the "source data" page
  • Select "Vmware Infrastucture Virtual Machine" as destination type
  • Provide the IP address and credentials of your ESX server

See the VMWare Converter How to Guide


VMware OVF Tool 1.0

VMware OVF Tool is a command line utility that supports importing and exporting of OVF packages for a wide variety of VMware platforms, including VMware Workstation, VMware Server 2.0, vSphere 4.0, and earlier versions of VMware ESX Server and VMware VirtualCenter.

http://www.vmware.com/downloads/download.do?downloadGroup=OVF-TOOL-1-0

To convert OVF to VMware products using the GUI:

http://downloads.vmware.com/d/info/datacenter_downloads/vmware_vcenter_converter_standalone/4_0


Compatibility and VM Formats

VMware Virtual Hardware

You can use the free VMware converter tool to convert the to version 7.

Alternatively in newer versions of ESX you will be prompted to convert it automatically when you try to import a version 4 machine.


vSPHERE (ESX 3.5, 4.x)

It is necessary to convert the OVF to VDMK and then import to the VM datastore and then follow the instructions.

An overview of the process is as follows:

1. Open vSphere.

2. File -> Deploy OVF Template. Browse to OVF. Select OVF.

3. OVF uploaded...

4. Next, next, next.... Finish.


ESXi 3.5, 4.x

It is necessary to convert OVF to VDMK and then import to the VM datastore and then follow the instructions

Download VMware ESXi 4.0 (free edition):

https://www.vmware.com/tryvmware/p/download.php?p=free-esxi&lp=1&a=DOWNLOAD_FILE&baseurl=http://download2.vmware.com/software/vi/&filename=VMware-VMvisor-Installer-4.0.0.Update01-208167.x86_64.iso


Workstation 6.5.x , 7.x

It may not be necessary to convert the file, all that is required is to double-click the OVF file and is create a VMDK compatible file. Another possibility is to import the OVF file from using the Vmware Workstation application. If importing the OVF file does not work, use the VMWare converter option.

Download VMware Workstation (trial 30 day edition):

https://www.vmware.com/tryvmware/p/download.php?p=workstation&lp=1&a=DOWNLOAD_FILE&baseurl=http://download2.vmware.com/software/wkst/&filename=VMware-workstation-full-7.0.1-227600.exe


VMware Player 2.x, 3.x

It is not necessary to convert the file, all that is required is to double-click the OVF file and is create a VMDK compatible file.

Download VMware Player 3.0.1 (free edition):

https://www.vmware.com/tryvmware/p/activate.php?p=player&lp=1&a=DOWNLOAD_FILE&baseurl=http://download2.vmware.com/software/player/&filename=VMware-player-3.0.1-227600.exe


VMware format

The PINsafe appliance is distributed as a OVF file.


What is OVF?

Open Virtualization Format (OVF), is a platform independent, efficient, extensible, and open packaging and distribution format for virtual machines.

OVF enables efficient, flexible, and secure distribution of enterprise software, facilitating the mobility of virtual machines and giving customers vendor and platform independence. Customers can deploy an OVF formatted virtual machine on the virtualization platform of their choice.


How does VMDK compare to OVF?

VMDK is a file format that only encodes a single virtual disk from a virtual machine. A VMDK does not contain information about the virtual hardware of a machine, such as the CPU, memory, disk, and network information. A virtual machine may include multiple virtual disks or VMDKs. An administrator who wishes to deploy a virtual disk must then configure all of this information, often manually, using incomplete documentation.

The OVF format, on the other hand, provides a complete specification of the virtual machine. This includes the full list of required virtual disks plus the required virtual hardware configuration, including CPU, memory, networking, and storage. An administrator can quickly provision this virtual machine into virtual infrastructure with little or no manual intervention. In addition, the OVF is a standards-based, portable format that allows the user to deploy this virtual machine in any hypervisor that supports OVF.

It is possible to convert OVF to VMDK using two different methods. (to perform this download it is necessary have a VMWARE account, which is available for free)


Troubleshooting

Cannot download VMWare Image

PINsafe appliance download directory appears empty. The directory cannot be viewed. The URL must be directly accessed. This can be done though IE by clicking on the Appliance URL or pasting the URL into the URL bar.

If that does not work try entering the username and password as part of the URL:

 ftp://username:password@URL

Can you ping fs.swivelsecure.com

If you ftp fs.swivelsecure.com is there a login prompt (You will noot be able to see the file but it will test that FTP access is available)

Is there a proxy server blocking connectivity?


ESXi does not support serial ports

Where serial ports are used with other VMware versions the serial ports need to be configured with correct baud rate etc.


The OVF descriptor file could not be parsed

The OVF file could not be read, such as when trying to import into VMware workstation. see VMWare Converter How to Guide


64bit guest OS but can only run 32 bit

It is possible to use the VM in 32-bit mode.

Ensuring that the VM is powered off, in VMware select the VM and go to Edit Settings -> Options -> Guest Operating System. Select "Red Hat Enterprise Linux 4" as the guest operating system and you should find it boots up using the appropriate kernel.


Next Steps - Configuring PINsafe

Having successfully installed the virtual machine, the next step is to login to the CMI though the virtual machine console or by SSH to the default IP address to configure the appliance.

When the Networking has been configured and Tomcat restarted/started, then PINsafe can be configured through the PINsafe Administration Console, see How to initially configure PINsafe