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Tuesday, 3 October 2017

Horizon Flex with Mirage for Virtual Machine Protection and Image Management

1         Introduction

Integrating VMware Horizon Mirage with Horizon FLEX Server will perform centralized Image management, with which we can take timely backups, apply patches etc to the restricted Horizon FLEX Virtual Machine.

2         VMware Horizon Mirage and Flex Lab Environment


Lab Environment is setup with a single VMware ESXi Host, Desktop, Laptop and Guest Machines.
Hardware
Dell Desktop OptiPlex 9020                                  :           ESXi Host
Horizon Mirage & Flex Server                              :           Virtual Machine
Flex Client (VMware Workstation Player)        :           Dell Desktop OptiPlex 9020 & Dell
                                                                                                       Latitude E5540 Laptop
Network Connection                                               :           Physical Switch (Dell 2824) & VSwitch
Network Speed                                                         :           Read: 500 Mbps
                                                                                      :           Write: 700 Mbps
OS                                                                                 :           Windows 2012 R2 & Windows 7
VMware ESXi                                                             :           6.0.0 Update 2
VMware Horizon Mirage                                        :           5.8.0.30302
VMware Horizon Flex Server                                :           5.8.0.30302
VMware Workstation Player                                 :           12.1.0

Lab Network

System Requirements

     1. Virtual Machine for Mirage Server, Mirage Management Server, Mirage Web Manager & Flex Server
     2. Virtual Machine for creating Flex Image and Reference CVD
     3. Virtual Machine for creating App Layer.

3         VMware Mirage and Flex Integration Work Flow

4.      The below flowchart shows the work flow to create a Flex Virtual machine and enable Image management through VMware Mirage.

4         Step to configured Flex Image and enable automatic backup in Mirage


4.1  STEP 1

The below process is to create a Virtual Machine Image with Encryption and Restriction Server. This process is done on VMware Workstation Pro. This Virtual Machine Image is used to register a Flex Virtual Machine for distributing to Clients.

Building Virtual Machine Image for Flex Server.

   1.      Install VMware Workstation pro
   2.      Create Virtual machine and Install Windows 7
   3.      Install VMware Tools and reboot
   4.      Enable Administrator Account and Log with Administrator Account
   5.      Delete all other users
   6.      Install VMware Mirage Client
   7.      Verify the Virtual machine is showing in Pending Device section of  VMware Mirage Server

   8.      Sysprep the Virtual machine and Shutdown
   9.      Encrypt the Virtual machine with password
   10.  Enable Restriction password, configure Flex Server URL in Restriction server as https://<FlexserverFQDN> and Check Server.


   11.  Export the Virtual Machine to TAR file and extract the .VMX file
   12.  Upload the TAR file to Web server and copy the Link
Now we have a Virtual Machine Image to register in Horizon Flex Server

4.2        STEP 2

To protect the users Flex Virtual Machine using Image Management, we are integrating the Flex Image with Horizon Mirage Server. The Horizon Mirage Server will perform centralized Image management, with timely backups for the Flex Virtual Machine. We are creating a Base layer in Mirage Server and applying this Base Layer to the Flex Virtual machine during the Flex Virtual Machine Entitlement Policy creation.
For creating a Base Layer we required to create a Reference CVD in VMware Mirage Server. This Reference CVD is used in later to update the captured Base Layer. For Reference CVD we are using the same Virtual machine which was used to create Flex Virtual Machine Image.

Once the Virtual machine is Powered On and connected to Mirage Server, follow the bellow steps to create a Reference CVD.

   1.      Power on the Virtual Machine which was created for Flex Image
   2.      Proceed with the initial Configuration as it is SysPreped.
   3.      Verify the Virtual Machine is showing in Pending Device section of VMware Mirage Server web console.

   4.      Click Create Reference CVD and Choose Base Layer.

   5.      Select the CVD Policy and Continue.
   6.      In Base Layer Selection wizard, Choose “Do not use a base layer”.
Note: As we are creating the first Base Layer, there will be no Base layer in the List.
   7.      Select the Target Volume for storing Reference CVD as Automatic.
   8.      Validation process will be performed and if it passed then Continue.
   9.      Verify the summary for the new Reference CVD and Click Finish to Complete. 
   10.  The Virtual machine will be moved to CVD Inventory and will start the Upload process.

   11.  Status can also be verify in Mirage Client.

   12.  Once the Virtual Machine is completely uploaded and sync with the Server, the progress Status will be “100 %” and Activity Status will be “Idle

   13.  Shutdown the Virtual Machine and keep it for further Layer Update.
Note: Now we have a reference Image for creating a Base Layer Image. This Image is required for future Base Layer Updates.

4.3        Step 3


This Step is to create a Base Layer from the above created Reference CVD. Once the base layer is capture, we can assign this base layer to the Flex Virtual Machine.
Create Base Layer from Reference CVD
   1.      Navigate to CVD Inventory in Mirage Web console
   2.      Select the Created CVD Reference which was create on Step 2
   3.       Select Capture Base Layer from the options.

   4.      Proceed with the Window.
   5.      Create a New layer and Input the details.
Note: Same process is done for updating the layer. We can install the software updates, Patches, new Software’s in the Reference CVD and update the CVD. Capture Layer from the updated CVD and choose Option “Update an existing Layer and choose the existing layer.

   6.      Validation process will be executed and continue.
   7.      Verify the Summary and Click Finish to Complete.
   8.      Verify the progress in CVD Inventory Tab.

   9.      Captured Base layer progress can be verified under Task Tab

   10.  Once the process is completed and verify the Base Layer is created under Layers Tab.


Now we have a Base Layer Image for deploying to Flex Virtual Machines. The base layer is the first thing deployed to a client machine if it’s completely managed by Mirage.

4.4        Step 4.


Once the CVD Policy and Base Layer is configured in Mirage Server, next is to register the Flex Virtual Machine, entitle the users and configure the above created Base Layer to Flex Virtual Machine in Flex Server.
If the Virtual machine is configured with Mirage Client, then additional option “manage the virtual machine with Mirage” will be populated in new entitlement wizard.
This step involve the Registration of Flex Virtual Machine, creation of entitlement Policy and configure the Flex Virtual machine to manage with Mirage Server in Flex Server Web Console.

   1.      Log in to Flex Server Web Console and Navigate to Images Tab.
   2.      Click New to add a Virtual Machine Images

   3.      Click Select next to the Select Image File text box and browse to the virtual machine configuration (.vmx) file for the source virtual machine.
   4.      Enter the Virtual machine TAR file location in Image URL filed.
   5.      Click OK to Finish.
   6.      Navigate to Entitlement Tab.
   7.      Create new entitlement for the Flex Image
   8.      Add required Members and Choose the Flex Policy
   9.      As the Image is configured with Mirage Client, the wizard will ask an Option for Manage with VMware Mirage window.
Choose “Use VMware Mirage for disaster recovery and image management scenarios”.


   10.  Select the CVD Policy
   11.  Select the Base Layer (created on Step3 )
   12.  Select App Layer if applicable.
   13.  Validation Process will complete and continue to Finish the process.
 Now we have a Flex Virtual Machine image which is managed by VMware Mirage for backup and disaster recovery.

4.5        Step 5


This step will provide the details, how clients access the Flex Virtual machine and auto assigned to Mirage Server for backup.
   1.      Install VMware Workstation Player in client machine
   2.      Connect to Horizon flex server from VMware Workstation Player
   3.      Download the Image.
   4.      Provide the Encryption password and Log into the Virtual machine.
   5.      Once the Virtual Machine is connected to Mirage Server, the Virtual Machine will be in the Pending Device tab of VMware Mirage Web Console and the status will be Pending Registration.

   6.       On the Virtual Machine a windows will prompt for Machine Registration in Mirage Server.

  Provide the Domain credentials and Click OK
   7.      Verify the Virtual machine is registered, auto centralized and moved to CVD inventory Tab in Mirage Web Console.
   8.      Verify the Mirage Client Start updating the Layer Image and status in Mirage Server as initializing upload.

   9.      Once the Layer Update is completed, the Virtual machine will prompt for Reboot.

   10.  Click Restart Now
   11.  During the reboot, the Virtual Machine will be updated with base layer.

   12.  Once the Virtual Machine is active and sync with Mirage Server, CVD will be created for the Virtual Machine in the CVD Inventory and snapshot will be captured based on the Policy

This process will be perform for all Flex Virtual machine which is downloaded and connected to Flex Server. All the user Virtual Machines CVD will be created and these Virtual machines will be under Mirage Image Management.

5         Capturing an Application Layer


Creating and updating application layers is done in four steps.



   1.      Power on the Virtual machine which is prepared for App Layer Capture.
   2.      Once Virtual Machine is connected to Mirage Server, Virtual Machine will be in the Pending Device tab of VMware Mirage Web Console and the status will be Pending assignment.

   3.      Click Create Reference CVD and Choose App Layer


   4.      Select the CVD Policy
   5.      Choose the Target Volume to save the App Layer
   6.      Validation process will execute and continue to Finish.
   7.      Once the wizard is completed, Virtual Machine will be moved to CVD Inventory and start initializing the app layer recording.

   8.      Virtual Machine will pop up with a window  initializing app layer recording

Note: During this time, the Mirage is capturing the system state which later compare to the system state after installation of application.
   9.      Once the initializing completed, Virtual Machine is ready to capture application installation.

   10.  Install the required application during the recording time.
As an example I have installed Libra Office and Windows Security Patch KB3170455.
   11.   Once the installation is completed, Click Finalize App Layer Capture.

   12.   Mirage will update the required information and will display the recorded Application

   13.  Create a New App layer and Input the details.
   14.  Continue the Wizard to Finish.
   15.  After that Mirage will start App layer Capture

   16.  Once the App layer is capture completed, the captured App layer will be in the Layers Tab.

6         Deploying an Application Layer


   1.      Select the Machine for App layer deployment from the CVD Inventory tab.
Note: Selected Machine is not installed with Libra Office and Windows Security Patch KB3170455.

   2.      Select Assign App Layer

   3.      Assign App Layer wizard will pop up and choose the Application Layer. Select Download option as Download and apply layer

   4.      Continue the wizard and Finish.
   5.      Once the App layer is assigned, Mirage will initialize Layer update.
 
   6.      Verify the update in Mirage Client

   7.      Once the App layer update is completed, Virtual Machine will prompt for reboot.

   8.      Once the Machine is rebooted, Application will be installed in the machine.


Note: Application Layer can’t deliver Windows OS components – such as .Net Framework, Windows Updates, Windows licenses, user accounts etc.  In most cases, these can be covered through Base Layers though.
Application layers can only be deployed to Mirage clients which have a base layer deployed.
Above test shows that the Libre Office get installed, but Windows Patch KB3170455 not get deployed.

7         Migrate a CVD to a Replacement Device.

There will be situation where Virtual machine get crashed and not able to boot.  In this situation we can utilize the option hardware migration to restore the CVD to another Virtual Machine, so that the user Data and all application will be restored without data loss. Later this Virtual machine can be assigned to the user and it will under protection.
Physical Machine migration also can be done with hardware migration, but this process require Driver profile to be created for the Physical machine driver. `
   1.      Log into VMware Mirage Web Console.
   2.      Select the CVD of Machine which need to be migrated to another Device.
   3.       Select Archive and Click Ok to archive.
   4.      Verify the CVD is in Archive status.
   5.      Power on the replacement Machine and connect to Mirage Server
   6.      Replacement Machine will be in the Pending Device Tab, Status as pending Assignment.
   7.      Choose Hardware Migration.

   8.      Select the Archived CVD from the list.

   9.      In Migration Option Choose “Full System Migration”, we can choose migrate application, user data and settings or only user data and settings.

   10.  Maintain  current Base Layer
11.  Keep same CVD name
12.  Validation process will execute and continue next to Finish.
13.   Machine will be moved to CVD Inventory and start initializing restore.

13.  Once the restore process is completed, the Virtual machine will prompt for Reboot.

14.  Click Restart Now
15.  During the reboot, the Virtual Machine will get updated.


16.  Once the Virtual Machine is rebooted, all user data and application in the CVD will be restored. Virtual machine will be in sync with Mirage Server and CVD will be created for the Virtual Machine in the CVD Inventory with same name. Snapshot will be captured based on the Policy.





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