Before you can PXE boot an ESXi host with vSphere Auto Deploy, you must install prerequisite software and set up the DHCP and TFTP servers that Auto Deploy interacts with.

Before you begin

  • Verify that the hosts that you plan to provision with Auto Deploy meet the hardware requirements for ESXi. See ESXi Hardware Requirements.

    Note:

    You cannot provision EFI hosts with Auto Deploy unless you switch the EFI system to BIOS compatibility mode.

  • Verify that the ESXi hosts have network connectivity to vCenter Server and that all port requirements are met. See Required Ports for vCenter Server and Platform Services Controller.

  • If you want to use VLANs in your Auto Deploy environment, you must set up the end to end networking properly. When the host is PXE booting, the UNDI driver must be set up to tag the frames with proper VLAN IDs. You must do this set up manually by making the correct changes in the BIOS. You must also correctly configure the ESXi port groups with the correct VLAN IDs. Ask your network administrator how VLAN IDs are used in your environment.

  • Verify that you have enough storage for the Auto Deploy repository. The Auto Deploy server uses the repository to store data it needs, including the rules and rule sets you create and the VIBs and image profiles that you specify in your rules.

    Best practice is to allocate 2 GB to have enough room for four image profiles and some extra space. Each image profile requires approximately 350 MB. Determine how much space to reserve for the Auto Deploy repository by considering how many image profiles you expect to use.

  • Obtain administrative privileges to the DHCP server that manages the network segment you want to boot from. You can use a DHCP server already in your environment, or install a DHCP server. For your Auto Deploy setup, replace the gpxelinux.0 file name with undionly.kpxe.vmw-hardwired.

  • Secure your network as you would for any other PXE-based deployment method. Auto Deploy transfers data over SSL to prevent casual interference and snooping. However, the authenticity of the client or the Auto Deploy server is not checked during a PXE boot.

  • Set up a remote Syslog server. See the vCenter Server and Host Management documentation for Syslog server configuration information. Configure the first host you boot to use the remote Syslog server and apply that host's host profile to all other target hosts. Optionally, install and use the vSphere Syslog Collector, a vCenter Server support tool that provides a unified architecture for system logging and enables network logging and combining of logs from multiple hosts.

  • Install ESXi Dump Collector, set up your first host so that all core dumps are directed to ESXi Dump Collector, and apply the host profile from that host to all other hosts. See Configure ESXi Dump Collector with ESXCLI.

  • Verify that the Auto Deploy server has an IPv4 address. Auto Deploy does not support a pure IPv6 environment end-to-end. The PXE boot infrastructure does not support IPv6. After the deployment you can manually reconfigure the hosts to use IPv6 and add them to vCenter Server over IPv6. However, when you reboot a stateless host, its IPv6 configuration is lost.

Procedure

  1. Install vCenter Server or deploy the vCenter Server Appliance.

    The Auto Deploy server is included with the management node.

  2. Configure the Auto Deploy service startup type.
    1. Log in to your vCenter Server system by using the vSphere Web Client.
    2. On the vSphere Web Client Home page, click Administration.
    3. Under System Configuration click Services.
    4. Select Auto Deploy, click the Actions menu, and select Edit Startup Type.
      • On Windows, the Auto Deploy service is disabled. In the Edit Startup Type window, select Manual or Automatic to enable Auto Deploy.

      • On the vCenter Server Appliance, the Auto Deploy service by default is set to Manual. If you want the Auto Deploy service to start automatically upon OS startup, select Automatic.

  3. Configure the TFTP server.
    1. In a vSphere Web Client connected to the vCenter Server system, go to the inventory list and select the vCenter Server system.
    2. Click the Manage tab, select Settings, and click Auto Deploy.
    3. Click Download TFTP Boot Zip to download the TFTP configuration file and unzip the file to the directory in which your TFTP server stores files.
  4. Set up your DHCP server to point to the TFTP server on which the TFTP ZIP file is located.
    1. Specify the TFTP Server's IP address in DHCP option 66, frequently called next-server.
    2. Specify the boot file name, which is undionly.kpxe.vmw-hardwired in the DHCP option 67, frequently called boot-filename.
  5. Set each host you want to provision with Auto Deploy to network boot or PXE boot, following the manufacturer's instructions.
  6. Locate the image profile that you want to use and the depot in which it is located.

    In most cases, you point to an image profile that VMware makes available in a public depot. If you want to include custom VIBs with the base image, you can use the vSphere ESXi Image Builder to create an image profile and use that image profile.

  7. Write a rule that assigns an image profile to hosts.
  8. (Optional) : If you set up your environment to use Thumbprint mode, you can use your own Certificate Authority (CA) by replacing the OpenSSL certificate rbd-ca.crt and the OpenSSL private key rbd-ca.key with your own certificate and key file.
    • On Windows, the files are in the SSL subfolder of the Auto Deploy installation directory. For example, on Windows 7 the default is C:\ProgramData\VMware\VMware vSphere Auto Deploy\ssl.

    • On the vCenter Server Appliance, the files are in /etc/vmware-rbd/ssl/.

    By default, vCenter Server 6.0 and later uses vSphere Certificate Authority.

Results

When you start a host that is set up for Auto Deploy, the host contacts the DHCP server and is directed to the Auto Deploy server, which provisions the host with the image profile specified in the active rule set.

What to do next

  • Install vSphere PowerCLI. See Install vSphere PowerCLI and Prerequisite Software.

  • Use the vSphere PowerCLI cmdlets to define a rule that assigns an image profile and optional host profile to the host.

  • Configure the first host that you provision as a reference host. Use the storage, networking, and other settings you want for your target hosts to share. Create a host profile for the reference host and write a rule that assigns both the already tested image profile and the host profile to target hosts.

  • If you want to have Auto Deploy overwrite existing partitions, set up a reference host to do auto partitioning and apply the host profile of the reference host to other hosts. See Consider and Implement Your Partitioning Strategy.

  • If you have to configure host-specific information, set up the host profile of the reference host to prompt for user input. See Host Customization in the vSphere Web Client.