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VMware ® Horizon Mirage 4.0 Reviewer’s Guide REVIEWER’S GUIDE

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Page 1: Vmware Horizon Mirage Reviewers Guide

VMware® Horizon Mirage™ 4.0 Reviewer’s Guide R E V I E W E R ’ S G U I D E

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Table of Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Objectives: What You Will Learn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Navigating This Document for Key Horizon Mirage Use Cases . . . . . . . . . . . . . . . . . . 5

What Is VMware Horizon Mirage? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Backups of User Desktops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Layered Desktop Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Horizon Mirage and the VMware End-User Computing Vision . . . . . . . . . . . . . . . . . . 8

Key Features of Horizon Mirage 4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

VMware Horizon Mirage Packages and Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Architecture and Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 How Horizon Mirage Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Horizon Mirage Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Storage Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Network Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Security Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Server Clustering and Scalability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Horizon Mirage Components and Component Terminology . . . . . . . . . . . . . . . . . . . 16

Mirage Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Mirage Management Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Mirage Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Database for Horizon Mirage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

File Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Driver Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Mirage Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Branch Reflector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Other Important Horizon Mirage Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

CVD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Reference Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Horizon Mirage Feature Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Centralized Desktop Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Recovery of User Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Operating-System Migration, Especially Windows XP to Windows 7 . . . . . . . . . . . . . . . . . . 21

Hardware-Refresh Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Layered Desktop Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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Application Layering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Branch-Office Desktop Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Reduced Help Desk Burden for Desktop Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Horizon Mirage Installation and Configuration Checklist . . . . . . . . . . . . . . . . . . . . . . 27 Horizon Mirage Operating System and Software Requirements . . . . . . . . . . . . . . . . 27

Upgrading from Prior Versions of Horizon Mirage . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Overview of Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

More Detail on Horizon Mirage Installation and Configuration . . . . . . . . . . . . . . . . . 30

Hands-On Evaluation Exercises for Horizon Mirage . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Preparing the Reference Machine and Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Creating Your Test Virtual Machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Creating a Reference Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Installing the Mirage Client on the Test Machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Taking Virtual Machine Snapshots of the Test Machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Centralizing (Backing Up) the Reference Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Centralizing the Windows XP Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Migrating a Desktop from Windows XP to Windows 7 . . . . . . . . . . . . . . . . . . . . . . . . 54

Details of the Migration-to-Windows-7 Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Stages of Migration to Windows 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Preparing Your Migration Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Capturing the Windows 7 Migration Base Layer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Downloading and Applying the Migration Base Layer to the Endpoint . . . . . . . . . . . . . . 65

Taking a Virtual Machine Snapshot of the Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Troubleshooting Migration to Windows 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Using Horizon Mirage to Work with Base and Application Layers . . . . . . . . . . . . . . 86

Capturing a Base Layer from the Reference Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Assigning a Base Layer to an Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Creating an Application Layer on the Reference Machine . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Environment Preparation for Application Layer Capture . . . . . . . . . . . . . . . . . . . . . . . . . 102

Prescanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Installing Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Postscanning and Application Layer Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Assigning an Application Layer to an Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Using Horizon Mirage for Desktop Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131About the Author and Contributors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

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The VMware® Horizon™ Suite 1.0 is designed for today’s mobile workforce. Users want to access business assets from anywhere, anytime, and from any device. IT needs to keep assets secure. With the Horizon Suite, IT has control, and users have choice.

The Horizon Suite includes VMware Horizon Workspace™, VMware Horizon View™, and VMware Horizon Mirage™. Horizon Workspace provides secure, single sign-on to applications, data, and virtual desktops from any mobile device or computer.

Horizon View provides users with remote access to secure virtual desktops stored in the datacenter. End users can access their Horizon View desktops through Horizon Workspace.

Horizon Mirage centrally manages desktop images of physical computers at the same time as it provides end users with local execution power and user personalization of the desktop. Users on Mirage-managed desktops can access their business assets through Horizon Workspace.

Figure 1: VMware Horizon Suite Simplified Architecture

This Reviewer’s Guide focuses on VMware Horizon Mirage.

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IntroductionWelcome to the VMware Horizon Mirage 4.0 Reviewer’s Guide. Although Mirage is now on version 4.0, this is the first Reviewer’s Guide for the product. VMware acquired Wanova in 2012 and promptly integrated the Mirage product into the VMware End-User Computing suite to fill the gap of customizing and backing up physical computers. Horizon Mirage is now an integral part of the VMware Horizon Suite of enterprise desktop products. This reviewer’s guide enables you to evaluate Horizon Mirage.

Audience

The Horizon Mirage Reviewer’s Guide is intended for prospective IT administrators of VMware Horizon Mirage, as well as media reviewers of the product. If you have used Horizon Mirage before, you may wish to skip to these essential sections:

•Upgrading from Prior Versions of Horizon Mirage

•Using Horizon Mirage to Work with Base and Application Layers

Objectives: What You Will Learn

The Horizon Mirage Reviewer’s Guide introduces you to Horizon Mirage and its features and gives you hands-on exercises to evaluate the product. Following is the overall organization of the Reviewer’s Guide:

•WhatisVMwareHorizonMirage?

•KeyfeaturesofHorizonMirage

•HorizonMiragepackagingandlicensing

•HorizonMiragecomponentsandarchitecture

•HorizonMirageinstallationandconfiguration

•Hands-onevaluationexercises

Navigating This Document for Key Horizon Mirage Use Cases

You can navigate directly to descriptions of key Horizon Mirage use cases and then to the hands-on exercises:

•Backing up a desktop with Horizon Mirage

•Operating system migration: Using Horizon Mirage to migrate a desktop from Windows XP to Windows 7

•Using Horizon Mirage for desktop recovery

•Using Horizon Mirage to work with base and application layers

Note: The term desktop is used in this Reviewer’s Guide to mean a desktop or laptop computer.

What Is VMware Horizon Mirage?

Horizon Mirage helps IT to manage a mobile and individualistic workforce by standardizing key layers of the desktop, preserving user customizations, and providing a pathway for users to disconnect from the network at will. If a user endpoint becomes corrupted or damaged, Horizon Mirage has options to restore all or part of the desktop. In addition, IT can confidently migrate user endpoints from Windows XP to Windows 7 with the Horizon Mirage migration wizard.

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VMware Horizon Mirage provides centralized control and management of desktop images, whether your organization owns the computers, or users bring their own (Bring Your Own Device, or BYOD). Horizon Mirage has two primary aspects:

•Backups of user desktops – Horizon Mirage automatically synchronizes the datacenter backup with changes to the endpoint. Centrally stored desktop images and periodic endpoint snapshots allow IT to recover partial or full desktops when needed.

•Layered desktop images – Horizon Mirage offers IT a layered desktop-image approach. Layering enables IT to control parts of everyone’s desktop and to update or migrate desktops without overwriting user-installed applications or data.

With Horizon Mirage, IT can reduce the time and money required to standardize particular layers of the desktop, back up desktops, and handle both planned migrations and unplanned desktop recovery.

Backups of User DesktopsHorizon Mirage desktop images are stored centrally in the datacenter. Users work on their local personal computers, with full use of native PC hardware capabilities. Execution is local to the PC, and the end user can work online or offline; they are not tied to any network. User data and settings and user-installed applications are persistent.

The Mirage Client installed on each endpoint enables Horizon Mirage to synchronize the datacenter backup image with changes to the endpoint. Periodic snapshots of endpoints are automatically uploaded to the datacenter while users work without interruption. While a user is disconnected from the network, user changes to the endpoint are flagged for upload when the user reconnects.

Layered Desktop ImagesLayers are logical divisions of Horizon Mirage desktop images and are useful for creating standardized desktop configurations. IT can choose to create base layers (with the operating system, system software, and standard applications), a Driver Library, and application layers. Multiple base layers can be customized for different sets of users. IT can also create multiple application layers to be distributed to different sets of users.

IT assigns base layers and application layers to endpoints, and updates these layers with patches and new content as needed. Endpoints do not receive layer updates continually; instead, layer updates are initiated and scheduled by IT. IT has total control over the content, assignment, and deployment of base and application layers.

Depending upon IT policies, users can control their own data and settings, as well as install their own applications on their endpoints. These personalizations exist side by side with IT-controlled base and application layers.

Layers are used in the migration of endpoints from Windows XP to Windows 7, as well as in migration of desktop images to new hardware.

For more detail, see Horizon Mirage layered desktop images.

Interaction Between Endpoints and Datacenter Desktop ImagesKeypointsaboutHorizonMirageinteractionbetweenthedatacenterdesktopimagesandtheendpointsare

• Layerupdates(changesthatITmakestobaseandapplicationlayers)aredownloadedtoendpointsattimeschosen by IT

•Changestoendpointsareautomaticallyuploadedtothedatacentertokeepdatacenterdesktopimagessynchronized with endpoints. These changes include both user changes to endpoints, and any layer updates initiated by IT.

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Figure 2: Horizon Mirage Uploads and Downloads Between Endpoints and Datacenter Desktop Images

Horizon Mirage efficiently manages uploads and downloads between endpoints and datacenter desktop images. Horizon Mirage is WAN-optimized: it compresses all transferred data and deduplicates data both in storage and during network transfers. Data is stored once, and Horizon Mirage transfers only data that is not present at the destination.

How Is Horizon Mirage Different from a PC Lifecycle Management Application?Personal computer lifecycle management (PCLM) is a process for managing a computer desktop from the time of its initial procurement to the later stages of imaging, software application deployment, updates, patching, monitoring, and security compliance, and eventually to the retirement of the desktop. Many software tools exist on the market today to automate these processes, including Microsoft SCCM, LANDesk, Symantec CMS, BMC BladeLogic, HP Client Automation, and CA.

VMware Horizon Mirage is not a replacement for PC lifecycle management solutions, but complements and extends your existing PCLM investment and processes. PCLM tools manage the content of a PC image, and Horizon Mirage manages the building and deployment of the image. Horizon Mirage provides centralized management of Windows desktop images, rapid desktop recovery, easy migration of operating-system versions, and delivery of both core applications and customized sets of applications to end users.

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Horizon Mirage and the VMware End-User Computing Vision

Horizon Mirage is an essential element of the VMware End-User Computing Vision. Horizon Mirage complements VMware Horizon Workspace and VMware Horizon View, and includes licenses for VMware ThinApp™ and VMware Fusion® Pro.

Figure 3: VMware End-User Computing Vision

Horizon Workspace is a virtual workspace for an increasingly mobile workforce. It provides secure, policy-based single sign-on for data, applications, and Horizon View virtual desktops. Horizon Workspace provides mobile workers with an alternative to virtual desktop infrastructure (VDI) for accessing corporate applications from any mobile device. Independently of Horizon Mirage, any Mirage-managed endpoint can have access to the Horizon Workspace.

VMware ThinApp creates virtual application packages for placement on Mirage-managed desktops, on Horizon View virtual desktops, in the Horizon Workspace application catalog, or directly on physical or virtual machines.

Horizon View manages virtual machines in the datacenter and remotely displays virtual desktops on endpoint devices. Execution is on the virtual machines stored in the datacenter. Horizon View is ideal for managing highly standardized stateless virtual desktops in a call center or “follow-me desktop” implementation. Hospitals, public kiosks, and military outposts are all excellent use cases for Horizon View. In these implementations, users tend not to have personal computers, and access their desktops from thin or zero clients, tablets, or smartphones. On these devices, a View Client provides access to the View desktop. Horizon View virtual desktops can also be accessed simply through an HTML5 browser, without any View Client installed on the endpoint.

Horizon Mirage complements the Horizon View solution. Horizon Mirage is ideal for customizing and managing physical desktops and keeping endpoint changes synchronized with backup desktop images in the datacenter. Execution of operations is local to the endpoint, the user can take the PC offline, and user personalization is integral to the desktop image. Horizon Mirage is ideal for handling persistent, personalized physical desktops or virtual machines.

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Figure 4: Comparison of Central and Local Operations for Horizon View and Horizon Mirage

Horizon Mirage distinctly fits the use cases of

•Mobileorlaptopusers–Userscanbeoffline,buttheirdesktopimagesarestoredinthedatacenter.Whenthey reconnect to the network, any endpoint changes are uploaded to the desktop image in the datacenter.

•Remoteorbranchofficeusers–HorizonMirageBranch Reflectors provide a highly efficient method of downloading layer updates from the datacenter to remote endpoints.

•Poweruserswiththeirownpreferredapplications–User-installedapplicationsarebackedupaspartofthedesktop image. In addition, IT can customize and centrally manage various application layers for subsets of users who use the same applications.

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The following diagram illustrates the complementary roles of Horizon View and Horizon Mirage in the VMware End-User Computing Vision.

Figure 5: Horizon Mirage and Horizon View in the VMware End-User Computing Vision

In the diagram, Horizon View is for remote viewing of centralized virtual desktops, from a variety of endpoints (as indicated by the Horizon View logo). Horizon Mirage is for backing up and managing IT-customized layers on the endpoints which have the Horizon Mirage logo. On non-Windows physical computers such as Mac and Linux, Horizon Mirage can manage Windows virtual machines created with Fusion Pro. Horizon Mirage can also manage Windows virtual machines created by VMware Workstation™ or VMware vSphere®.

Key Features of Horizon Mirage 4.0

Horizon Mirage specializes in the following features:

•Centralized desktop backup

•Recovery of user endpoints

•Operating-system migration, especially Windows XP to Windows 7

•Hardware-refresh migration

•Layered desktop images

•Application layering

•Branch-office desktop management

•Reduced help desk burden for desktop management

Click on any of the features above for details. Or you can proceed to the next section, VMware Horizon Mirage Packages and Licensing.

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VMware Horizon Mirage Packages and Licensing

Horizon Mirage can be purchased in three ways:

•Horizon Mirage bundle – The Horizon Mirage bundle includes

- Mirage

- Fusion Pro

- ThinApp

- Workstation *

With Fusion Pro installed on a Mac, you can create Windows virtual machines for use on Mac, Windows, or Linux computers. Fusion Pro is included in the Horizon Mirage bundle to allow you to use Mirage to manage backups of these virtual machines.

You can use the ThinApp packager on a Workstation or Fusion Pro virtual machine to create virtualized Windows applications. You can then place these virtual application packages on Fusion Pro virtual machines, directly on physical computers, or in an IT-controlled layer of a Horizon Mirage desktop image, to be applied to a Mirage-managed endpoint. If the Mirage-managed endpoint is connected to the network, you can set up streaming deployment of ThinApp packages. You can deploy ThinApp virtual applications as part of a Horizon Mirage base layer or application layer, either as a full package or as a shortcut to the package on a file share.

The Horizon Mirage bundle is licensed per named user. Each product included in the Horizon Mirage bundle is also licensed per named user.

You can obtain a 10-license trial or evaluation version of Horizon Mirage.

The Horizon Mirage software license is separate from the software installers and is installed only on the Mirage Management Server. You do not need to install a license for each Mirage Server.

The perpetual (non-expiring) Horizon Mirage license enforces the number of desktop images (CVDs) you can store on the Horizon Mirage system. When you reach the maximum capacity for your license, you can no longer create backups for new endpoints.

Note: Reference machines, where you create base layers and application layers, do not consume licenses. An archived desktop image, with no synchronized endpoint, also does not consume a license.

* The Workstation license included in the Horizon Mirage bundle is specifically for administrative use and is not for the creation of virtual machines for end users. Workstation is a recommended platform for IT to capture and build ThinApp virtual applications.

•Horizon Suite – The Horizon Suite includes three bundles:

- VMware Horizon Mirage

- VMware Horizon View

- VMware Horizon Workspace

The VMware Horizon View bundle includes

- vSphere

- vCenter

- View

- ThinApp

- Workstation *

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The VMware Horizon Workspace bundle includes

- Horizon Workspace (data and application management)

- ThinApp

- Workstation *

- Horizon Mobile for Android

* Workstation is included in the Horizon View and Horizon Workspace bundles specifically for administrative use and is not licensed for the creation of virtual machines for end users. Workstation is the recommended platform for IT to capture and build ThinApp virtual applications.

VMware Horizon Workspace provides a single workspace for users to securely access their applications, data, and Horizon View desktops from any device.

Licensing for the Horizon Suite is per named user. Each product included in the Suite is also licensed per named user. A major advantage of a named-user license is that each named user can have multiple devices.

•Horizon Mirage Windows Migration package – You can purchase a Horizon Mirage Windows Migration package for a six-month term per user. This package allows you to

- Upgrade a PC from Windows XP or Windows Vista to Windows 7

- Migrate a Windows 7 user from an old PC to a new PC (hardware migration)

Migrations can be completed across the network with this package, as they can with the full Horizon Mirage product. Assessment reports are included in the migration package.

Licensing for the Horizon Mirage Migration bundle is per named user being migrated, for a six-month period. The minimum purchase is for ten users. After you migrate the licensed number of user desktops, the product expires.

For more information, contact your VMware sales representative or partner representative.

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Architecture and ComponentsThis section covers a general overview of how Horizon Mirage works, then more in-depth discussion of the components and architecture of Horizon Mirage.

How Horizon Mirage Works

Horizon Mirage is not only a backup tool, but also a mechanism to maintain IT-controlled desktop elements. IT can create and manage standardized desktop layers, yet preserve user data and settings on the endpoints. IT can create one or more base layers, with the operating system, system software, and core applications. IT can also create supplementary application layers for distribution to various sets of users. End users perform daily activities on their own PCs and maintain personal settings and data. Horizon Mirage incorporates both the IT-managed and the user-controlled elements into one desktop image, or backup, stored in the datacenter.

IT also can provision a Driver Library with the base layer, which detects and fixes broken or missing drivers on endpoints.

A base layer is captured from an IT-configured reference machine in the datacenter. You can have as many reference machines and base layers as needed. You can also capture application layers from the same reference machines. You assign these base and application layers to endpoints.

If IT does not choose to standardize a base layer and supplementary application layers, the Mirage-managed endpoint is backed up, and the desktop image is stored in the datacenter for desktop recovery operations. IT-managed layers are optional.

To update a base layer or application layer, IT makes changes to the reference machine in the datacenter and then captures the updated layer. IT initiates a base or application layer update to generate the changes to the endpoints. Horizon Mirage performs in-place image replacement, with minimal downtime for the user and no travel to remote sites for IT. Update operations accommodate user activity on the endpoint, and the user is productive and unaware of the update process. After a layer update, the user is prompted to reboot at a convenient time.

To activate an endpoint within Mirage, you install the Mirage Client and centralize the endpoint, or back it up, to the datacenter. Then Horizon Mirage keeps the datacenter desktop image synchronized with changes to the endpoint. Any changes to the endpoint are uploaded to the datacenter desktop image—both user changes and IT-controlled layer updates.

Horizon Mirage takes periodic snapshots of the endpoint and stores those snapshots in the datacenter alongside the original backup image. These snapshots capture incremental changes to the full desktop image and provide time-stamped rollback points for restoring the desktop to a previous system state. The IT administrator has the option of restoring user settings and files along with the IT-controlled elements of the desktop.

Horizon Mirage can co-exist with your existing IT infrastructure. You can continue to use your electronic software distribution tools such as SCCM to deploy individual applications to PCs, an application virtualization program to encapsulate application packages, and application presentation tools such as XenApp. Horizon Mirage deploys desktop images, not individual applications, and these desktop images can contain IT-controlled base and application layers. Any changes to user-installed applications are backed up to the desktop image.

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Horizon Mirage Architecture

Mirage Server (or a cluster of Mirage Servers) manages desktop images in the datacenter and orchestrates uploads and downloads between datacenter desktop images and Mirage-managed endpoints.

Storage disks in the datacenter contain the desktop images, and base and application layers. The Mirage database contains pointers to the base and application layers and desktop images in storage, and also an inventory of what is on the endpoints. The database catalogs the information; the storage contains the actual information.

Each Mirage-managed physical or virtual computer has the Mirage Client installed, which communicates closely with the Mirage Server to synchronize the datacenter desktop image with changes to the endpoint.

Figure 6: Horizon Mirage Clustered Deployment

Storage Setup

Storage assigned to Horizon Mirage stores CVDs (desktop images) and base and application layers.

SAN, NAS, or local storage is supported for Horizon Mirage. The chosen storage must support alternate data streams where appropriate.

On average, plan for 15GB of space per user. For storage savings of up to 25 percent, enable compression on the selected Horizon Mirage storage volume.

If you have a large population or want storage fault tolerance, set up multiple CIFS storage volumes. For more information on multiple volumes, see Adding Multiple Volumes in the VMware Horizon Mirage Administrator’s Guide.

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Storage is optimized with global data deduplication at the file and block level. Horizon Mirage has additional optimizations for Microsoft Outlook PST files.

Network Setup

WAN operations are optimized with Horizon Mirage. Only distinct bits of data are passed along the network, and all transfers are compressed.

NetworkutilizationwithHorizonMirageaverages15Kb/secperuser,orabout50Mbperuserperday.Youcan throttle bandwidth on any of the routers to ensure top performance; Horizon Mirage supports Quality of Service software.

The Mirage Client dynamically adjusts bandwidth on the client side to ensure best user experience. In addition, end users can “snooze” any Horizon Mirage network operations, such as uploads of endpoint changes to the datacenter.

Figure 7: Choosing Snooze from the Mirage Client System Tray Icon

Security Setup

You can enable SSL for all Horizon Mirage client-server communication, if you want. This is a global setting for all Mirage clients. For details, see Setting Up the SSL Certificate in Windows Server in the VMware Horizon Mirage Administrator’s Guide.

To protect user data, Horizon Mirage uses NTFS on the server side so that regular Windows Security applies through access control list object permissions. If you choose NAS storage instead, you can leverage vendor data security tools and use them in conjunction with Horizon Mirage. For example, to configure NetApp NASstoragesecuritytomimicpureMicrosoftNTFSpermissions,seetheVMwareKnowledgeBasearticleConfiguring Mirage Storage security.

During backup and restore operations, Horizon Mirage uses the MD5 Message-Digest Algorithm checksum to ensure data integrity.

Horizon Mirage is compatible with the Microsoft Encrypting File System (EFS), Microsoft BitLocker drive encryption, Sophos SafeGuard hard drive encryption, and other encryption technologies so that you can decrypt on backup and re-encrypt on restore.

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Server Clustering and Scalability

You can have up to 1500 Mirage-enabled endpoints per physical Mirage Server or 300 Mirage-enabled endpoints per virtual Mirage Server.

You can have up to 10 Mirage Servers in a cluster. All nodes are managed by one Mirage Management Console. You can use your existing load balancers with Mirage Server clusters.

Horizon Mirage Components and Component Terminology

Horizon Mirage has components in the datacenter for controlling and managing all Horizon Mirage operations and objects, and a Mirage Client installed on each endpoint.

The Horizon Mirage components in the datacenter are

•MirageServer

•MirageManagementServer

•MirageManagementConsole

•DatabaseforHorizonMirage

In addition, a File Portal and Driver Library can co-reside on the Mirage Server or reside on another server in the domain.

If you wish to more efficiently manage Horizon Mirage updates to endpoints in remote offices, you can designate an existing PC Mirage Client in the branch office as a Branch Reflector.

Mirage ServerThe Mirage Server controls all Horizon Mirage operations and objects. It manages desktop images (centralized virtual desktops, or CVDs), base layers, and application layers in the datacenter.

A Local Cache on the Mirage Server is a storage area for commonly used data blocks; the server uses the Local Cache to perform data deduplication over the WAN. Blocks of large files are put into the cache when these files are transferred over the WAN, and the next time similar files are transferred, the Mirage Server gets the blocks from the cache, instead of transferring them over the network. The cache is best kept on fast storage (a local drive or SSD drive).

You can have a cluster of Mirage Servers, which are managed by the Mirage Management Server.

Mirage Management ServerThe Mirage Management Server controls and manages the Mirage Server cluster, if you have more than one Mirage Server. It also is the interface with and updates the database.

Mirage Management ConsoleThe Mirage Management Console (MMC) is the UI for the Mirage Management Server. Through the MMC, the administrator manages the Horizon Mirage deployment functions of the Mirage Server(s). This console is installed as a Microsoft Management Console Snap-In.

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The MMC includes a set of common wizards for easy administration of Horizon Mirage functions:

•CentralizeEndpointwizard

•DisasterRecoverywizard

•AssignBaseLayerwizard

•CaptureBaseLayerwizard

•Windows7Migrationwizard

•BaseLayerProvisioningwizard

•HardwareMigrationwizard

•UpdateAppLayerswizard

•CaptureAppLayerwizard

You can access these wizards by selecting VMware Mirage > Mirage System > Common Wizards from the left pane of the MMC.

Database for Horizon MirageThe Mirage Server components require a connection to a Microsoft SQL database. The Mirage database contains pointers to the base and application layers and desktop images in storage, an inventory of what is on each endpoint, and Driver Library information. The database catalogs information for the Horizon Mirage system; the actual files of information are in storage.

File PortalThe optional Horizon Mirage File Portal enables end users to view their files within historical snapshots of their datacenter desktop image. Users can access their files through a web browser from any device. Because these files are stored in the datacenter, users can view their files even if the normal Mirage-managed endpoint is damaged or lost. The files are read-only.

The File Portal resides on a server within the domain; it can co-reside with the Mirage Server.

For details on configuring the File Portal and accessing it from a user device, see Mirage File Portal in the VMware Horizon Mirage Administrator’s Guide.

Driver LibraryThe optional Horizon Mirage Driver Library decouples the Horizon Mirage base layer from the hardware and allows IT to build base layers that are agnostic to the hardware on the endpoints. The Driver Library also prevents driver conflicts when you migrate users between devices.

You store and manage hardware-specific device drivers in the Driver Library, and the correct drivers are automatically applied to endpoints according to rules you set up for matching drivers to endpoints. The Driver Library detects missing or broken drivers on endpoints, then fixes them. The Driver Library does not upgrade or take other action on existing healthy drivers on endpoints.

The Driver Library must be on a server within the domain; it can co-reside with the Mirage Server.

For details on using the Driver Library, see Managing the Driver Library in the VMware Horizon Mirage Administrator’s Guide.

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Mirage ClientYou install the Mirage Client on all endpoints that you want to manage with Horizon Mirage. The Client installs directly on Windows. No Type 1 hypervisor is required, and the Client can run on a Type 2 hypervisor such as a VMware Fusion Pro or Workstation virtual machine. Horizon Mirage can also manage virtual machines created with VMware vSphere.

The Mirage Client has a role in managing uploads and downloads between the datacenter desktop image and the endpoint. The Mirage Client helps to

•Uploadendpointchangestothedatacenterdesktopimage

•DownloadITlayerupdatestotheendpoint

The Mirage Client is small (less than 10MB) in size.

Branch ReflectorAn optional Branch Reflector serves as a local Horizon Mirage update service for peer PCs in a branch office deployment. Branch Reflectors are for more efficient downloading of IT layer updates.

Any Mirage-enabled endpoint can act as a Branch Reflector for peer-to-peer downloads at the remote office. You can designate one or more existing endpoint devices as the Branch Reflectors. No special setup, installation, or infrastructure is required. If you want, you can dedicate an endpoint as a Branch Reflector to give more resources to the upload and download processes for a large population of endpoints.

The Branch Reflector implementation reduces bandwidth usage on the WAN by remote-office endpoints.

For more information on the Branch Reflector, see Branch-Office Desktop Management.

Other Important Horizon Mirage TerminologySome other terms you need to understand are

•CVD

•Snapshot (Horizon Mirage snapshot)

•Reference machine

CVDThe user interface of Horizon Mirage uses the term CVD frequently. This Reviewer’s Guide echoes the usage of CVD for procedures involving the user interface, but often substitutes the term desktop image or backup in the narrative. CVD is an acronym for centralized virtual desktop, a term which you might confuse with VDI.

Desktop image or backup is technically more accurate. A CVD is the centralized desktop image of the user’s endpoint. A Mirage-enabled endpoint is not a remote display of the centralized desktop image in the datacenter—the user performs daily functions on either a physical desktop (or a virtual machine within a physical desktop). The endpoint is not virtual, as it is in VDI.

SnapshotHorizon Mirage snapshots are distinct from Horizon Mirage desktop images and from virtual machine snapshots:

•Horizon Mirage desktop image (or CVD) – Backup of the endpoint, taken when the Mirage-managed endpoint is first activated. Only one desktop image for each endpoint is stored in the datacenter. Horizon Mirage incremental snapshots build on this foundational desktop image.

•Horizon Mirage snapshot – Snapshot of the endpoint, for the purpose of rolling back the endpoint to a previous state, if needed. Each snapshot contains only the incremental changes to the original desktop image since the previous snapshot. Multiple endpoint snapshots are stored in the datacenter. Snapshots are automatic, not manual, and are taken at a configurable interval.

By default, one incremental snapshot is taken every twenty-four hours. You can configure whether snapshots are taken daily or hourly.

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By default, the number of snapshots retained are

- Seven daily

- Three weekly

- Eleven monthly

This means that you have a daily snapshot to roll back to for the previous week, a weekly snapshot to roll back to for the previous month, and a monthly snapshot to roll back to for the previous year.

You can configure the number of

- Hourly snapshots kept per day

- Daily snapshots kept per week

- Weekly snapshots kept per month

- Monthly snapshots per year

By configuring a number of snapshots to retain at one-hour intervals, you are selecting hourly instead of the default daily snapshots.

Figure 8: Default Configuration of Frequency and Retention of Snapshots

To configure snapshots, see instructions for the General tab in Configuring the Mirage System in the VMware Horizon Mirage Administrator’s Guide.

Additional snapshots are taken before a base or application layer update, before reverting to a snapshot, before a migration, and when the administrator manually invokes a backup with Force Upload from an endpoint in the Pending Devices pane. In all of these cases, the extra snapshot ensures the ability to roll back to a critical desktop state. These extra snapshots are counted in the daily snapshots retained so that fewer actual daily snapshots are kept. When you monitor the endpoint, reference machine, and various panes of the Mirage Management Console, you may notice upload events during a process you have launched. These are often the automatic snapshots taken before major changes to the endpoint (such as a migration or layer update).

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You will also notice automatic hourly incremental snapshots that Horizon Mirage takes for its own internal system use, aside from your configured hourly or daily snapshots. Evidence of this upload of data from the endpoint to the datacenter appears in various MMC panes and in the detail window of the Horizon Mirage system tray icon for an endpoint (with Current Action states of Initializing Upload, Upload, and Idle). You can see a record of these hourly incremental snapshots in Logs > Transaction Log in the MMC.

Figure 9: Transaction Log Showing Automatic, Internally Used System Snapshots of the Endpoint

•Virtual machine snapshot (in Fusion Pro, Workstation, or vSphere) – Snapshot of the virtual machine, for the purpose of rolling back the virtual machine to a prior state, if needed. Used outside of Horizon Mirage for manipulation of virtual machines. Multiple virtual machine snapshots are stored within the virtual machine files.

Reference MachineYou designate one or more reference machines to store layers. You create and update base and application layers on a reference machine, then you download a layer from a reference machine CVD to an endpoint or set of endpoints. A reference machine is used only for creating, updating, and testing layers. After you have centralized a reference machine, it is not used to download layers to endpoints; layers are downloaded from the reference CVD in the datacenter.

A reference machine is not active between layer updates. When IT wants to create updated layers, the reference machine again becomes active.

A reference machine can store multiple base and application layers, as well as multiple updates of these layers. You do not need to roll back a reference machine to its clean state to capture a new layer or update a layer, unless the results of your installations and updates created an undesirable reference machine state. However, you do need to strategize about what is most effective for your environment. Because application installations interact with the base operating system layer, you may want to isolate each base layer with attached application layers into one reference machine, and have one reference machine per department.

Horizon Mirage Feature Details

Following are more details about the Horizon Mirage features.

Centralized Desktop BackupHorizon Mirage gives you centralized storage of desktop images, with execution of all desktop operations on the local machine. The desktop image is managed by Horizon Mirage, with a layered approach. Horizon Mirage can manage either physical computers or virtual machines within physical computers.

For a hands-on exercise in backing up a desktop, see Using Horizon Mirage to Work with Base and Application Layers.

Recovery of User EndpointsHorizon Mirage automatically takes snapshots of the user desktop, which enables quick recovery or rollback to a previous desktop state. Changes to the endpoint are captured and periodically uploaded to the desktop image in the datacenter.

Other products require an all-or-nothing desktop restoration; Horizon Mirage offers the option of restoring specific layers, while preserving the other layers. You can restore an endpoint to a previous snapshot without

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overwriting user data. If a computer is stolen, damaged, or lost, you can restore the entire computer to a replacement device, or restore only selected layers. Or you can temporarily migrate a physical computer to a virtual machine until a replacement device arrives. If the information on a computer hard disk is corrupted, you can overwrite the prior information and restore the desktop image to the same device.

For a hands-on exercise in restoring a PC, see Using Horizon Mirage for Endpoint Recovery.

Operating-System Migration, Especially Windows XP to Windows 7Horizon Mirage facilitates the migration process from one version of Windows to another, such as from Windows XP to Windows 7. You no longer must use a diverse set of incompatible tools to manually manage the deployment of new Windows operating system images. Instead, you can perform in-place computer upgrades from Windows XP to Windows 7 in the background, while users continue working. User downtime is minimized.

In addition, with Horizon Mirage, user data and profile information from Windows XP is preserved, and IT can move this data to the new Windows 7 device. Users do not need to re-personalize their computers after the upgrade to Windows 7.

Horizon Mirage takes a snapshot of each system you are migrating before you replace the contents of the desktop. You can then roll back to Windows XP if needed.

With the April 2014 expiration of Microsoft support for Windows XP, you must make plans for the migration to Windows 7. Migration of user desktops to a new version of the operating system is handled by a wizard in Horizon Mirage. IT orchestrates the migration from the datacenter and operates on many PCs at once, so IT staff time devoted to the migration is greatly reduced. Migration is “zero-touch” for IT; IT does not need to boot individual endpoints, either locally or remotely. In addition, user downtime is typically only 30 minutes during a Horizon Mirage migration.

You can even migrate users between physical and virtual machines.

* During an in-place Windows-XP-to-Windows-7 migration, data and profile are migrated, but user-installed applications are not retained. This is because applications that are compatible with Windows XP cannot be guaranteed to be compatible with Windows 7.

For a hands-on exercise, see Migrating a Desktop from Windows XP to Windows 7.

Hardware-Refresh MigrationWith Horizon Mirage, you can conveniently migrate all user settings and data to new devices during hardware refresh cycles. If the operating system version is the same on the old and new devices, all user-controlled elements can be migrated in full to new hardware. You can even restore a complete user desktop to a new make and model of computer. The first step is to install the Mirage Client on the new Windows computer. Then you use the Hardware Migration wizard to download whichever IT layers and user personalizations that you choose. This entire hardware migration process is “zero-touch”—IT does not need to manually touch the endpoint to configure it.

Layered Desktop ImagesHorizon Mirage divides the desktop image into logical layers. IT has the option of creating and managing standardized layers that are stored in the datacenter and applied to user endpoints. Depending upon IT policies, users can install their own applications and add user data and settings to their endpoint PCs. Both IT-managed elements and user-controlled elements are rolled into one Horizon Mirage desktop image in the datacenter.

IT can create base layers and application layers. A base layer includes the operating system; system-level infrastructure software (security products such as antivirus software, connectivity software such as VPN, and firewalls); service packs and patches; and core applications and their settings. Core applications need to have enterprise volume licenses. Base layers are hardware-independent.

An application layer contains applications that IT wants to distribute to specific sets of users, such as to different departments.

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The desktop image contains both the IT-managed layers and the user-controlled elements. IT downloads layer updates to the endpoint. These layer updates and any user-initiated changes on the endpoint are uploaded to the datacenter to fully back up the endpoint.

The following diagram shows the logical layers of a Horizon Mirage desktop image.

Figure 10: Layers of a Horizon Mirage Desktop Image

If IT wants to standardize a base layer and application layers, they generate these layers, and the user PC is updated with IT’s version of these layers. If IT does not generate these layers, then the user is in control of their own Windows operating system environment and applications, and the entire user-generated PC is imaged.

IT can use the desktop image layering approach for modular migration, restoration, and updating. You can migrate, update, or restore each layer independently of the others. For example, you can update the operating system base layer, but not the application layers. Horizon Mirage allows preservation of end-user files, personalization, and user-installed applications during layer updates.

You can deliver patches by updating a base layer in the datacenter and deploying the updated base layer to endpoints.

For hands-on exercises in working with base layers, see Using Horizon Mirage to Work with Base and Application Layers.

Application LayeringApplication layering extends the base layer image management capabilities of Horizon Mirage. You can define and capture layers containing only applications—and deliver the application layers to Mirage-managed devices independently of the base layer which may contain core applications for everyone. One endpoint can receive multiple IT-defined application layers, and multiple endpoints can receive the same application layers. Application layering reduces “gold image sprawl” by isolating group-specific applications from the base layer. Multiple Horizon Mirage application layers enable IT to maintain desktop compliance across multiple lines of business.

Horizon Mirage application layering is a unique solution for packaging Windows applications and distributing them to user endpoints. Other application deployment mechanisms require installation of the applications on each endpoint, with accompanying complications due to network connection issues, variable endpoint

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configurations, and user interruption of installation. Horizon Mirage application layering does not require application installation on endpoints. Application layers are deployed in the background at the file-system and registry level, and users can continue working with their existing applications while a new application layer is being deployed.

Distribution of application layers leverages the same Horizon Mirage technology as Horizon Mirage base layers. Horizon Mirage application-layer download is WAN-optimized so that

•Onlynewblocksofdataaretransferredtoendpoints,andexistingblocksofdataarere-used

•Networkdisruptionsandlowbandwidthareautomaticallyhandled

An application layer can contain the following kinds of applications:

•Asingleapplication,asuiteofapplicationsfromthesamevendor,orasetoflineofbusiness(LOB)applications, such as for a specific department or group

•OEMapplications(forspecialinstructions,seetheVMware Horizon Mirage Administrator’s Guide)

•NativelyinstalledapplicationsorVMwareThinAppvirtualapplicationpackages.ThinApppackagescanbeeither locally deployed in the application layer or streamed from a network share via a user shortcut in the application layer. A shortcut in the application layer points to the virtual application on a file share. For more information, see Table 1 below.

The following kinds of applications are not yet or not fully supported in application layers:

•Diskencryptionsoftware

•KasperskyInternetSecurity

•MicrosoftSQLServer

•AnapplicationthatmakeschangestotheMasterBootRecordortodiskblocks

It is a best practice to install the following applications in the base layer, not in application layers:

•Windowssecurityapplicationssuchasantivirus,antimalware,andfirewall

•Windowscomponentsandframeworkssuchas.NETandJava

•GlobalWindowsconfigurationsandsettingschanges

For clarification, the following table indicates the different behaviors of natively installed applications and ThinApp virtual applications in application layers.

NATIVELY INSTALLED APPLICATIONS THINAPP VIRTUAL APPLICATIONS

Behave identically to applications installed directly on the user endpoint

Behave identically to ThinApp virtual application packages or shortcuts placed directly on the user endpoint. ThinApp application packages run without interaction with other native or virtual applications on the desktop image.

Execute locally on the endpoint Execute in virtual memory space whether deployed locally on the endpoint or streamed from a network share

Do not require network access for execution

Require network access to the file share if streamed via a shortcut in the application layer

Table 1: Behavior in Horizon Mirage Application Layers for Natively Installed Applications and ThinApp Virtual Applications

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The following table lists application components that can and cannot yet be included in Horizon Mirage application layers.

CAN BE INCLUDED IN HORIZON MIRAGE APPLICATION LAYERS

CANNOT YET BE INCLUDED IN HORIZON MIRAGE APPLICATION LAYERS

Updates or patches related to the installed application

Network components such as personal firewalls and VPN virtual adapters **

Application customizations Windows licenses **

Global application configurations and settings User-specific changes, user accounts and groups (for both local and domain users)

File and registry changes created by the installed application, or a custom set of files and registry entries

OS components or OS-bundled applications such as the .NET framework, Windows updates, Internet Explorer, Windows Media Player, and language packs **

Kerneldrivers Drivers installed in the Windows 7 driver store *

COM objects

Global .NET assemblies

Windows services

Shell extensions

Browser plug-ins

* Instead, you can include drivers with the Horizon Mirage Driver Library or by adding driver packages to the Windows driver search path (DevicePath). You can also deliver drivers as part of the base layer.

** You can, however, deliver these components in a base layer.

Table 2: Application Components That Can and Cannot Yet Be Included in Application Layers

If there are conflicts between an application in the application layer and an application in the base layer, the base layer application takes precedence over the application layer. For example, if Microsoft Word is in both an application layer and the base layer, the installation of Word in the base layer, with its configurations, supersedes the installation of Word in the application layer.

For hands-on exercises in working with application layers, see Using Horizon Mirage to Work with Base and Application Layers.

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Branch-Office Desktop ManagementOther products require that remote users connect to the datacenter to update their computers, but Horizon Mirage has a feature that permits local updates for remote users. In the branch or remote office, you can designate a local Mirage-managed endpoint as a Branch Reflector to handle layer updates for local PCs. Peer Mirage-enabled endpoints can then download layer updates from the Branch Reflector, instead of from the Mirage Server in the datacenter.

The Branch Reflector reduces bandwidth usage for downloads of IT-managed elements from the datacenter: the base layer, the Driver Library, and the application layers. Instead of multiple endpoints downloading updated layers from a distant Mirage Server over the WAN, the Branch Reflector communicates with the Mirage Server and downloads the differences between the datacenter layers and the endpoint layers. The Branch Reflector then compiles the bits locally, builds a new set of IT-managed layers, and distributes those layers locally to peers over the LAN. Branch Reflectors can provide different sets of layer updates for different endpoints in the branch office, including its own required layer updates. (Branch Reflectors are not used for uploads of endpoint changes to the datacenter; this action is performed normally over the WAN, with optimizations to accommodate user activity.)

To designate and enable a Branch Reflector, use the Mirage Management Console to point to a Mirage-enabled endpoint in the remote office. To configure parameters for Branch Reflector actions, also use the Mirage Management Console. Default parameter values apply to newly created Branch Reflectors; specific values can be assigned to individual Branch Reflectors. The default parameters are

•DefaultMaximumConnections–MaximumnumberofsimultaneousendpointconnectionstotheBranchReflector.

•DefaultCacheSizeinGB–CachesizeallocatedfortheHorizonMirageimagecacheintheBranchReflector.

•RequiredProximityinmsec–IfapingfromanendpointtotheBranchReflectorisnotansweredwithinthistime, the endpoint downloads from the Mirage Server instead.

•UseActiveDirectorySites–WhethertouseActiveDirectorysiteinformationtodeterminewhichofseveralavailable Branch Reflectors an endpoint should connect to. Horizon Mirage uses subnet and physical proximity information from Active Directory to determine optimal connections.

•AlwaysPreferBranchReflector–IfaBranchReflectorisnotcloseenoughasdeterminedbyRequiredProximity, this configuration requires Mirage-enabled endpoints to repeat the matching process until a suitable Branch Reflector becomes available. If Use Active Directory Sites has been enabled, Always Prefer Branch Reflector makes use of Active Directory to find suitable Branch Reflectors. The endpoint keeps pinging the Branch Reflectors until one is within the Required Proximity. Connection to the Mirage Server in the datacenter occurs only if no Branch Reflectors are defined. If Always Prefer Branch Reflector is not selected, and no Branch Reflector is available within the Required Proximity, the Mirage-enabled endpoint connects to the Mirage Server directly.

The parameters for individual Branch Reflectors are

•MaximumConnections

•CacheSizeinGB

•AdditionalNetworks–NetworksotherthanitsownlocalsubnetsonwhichtheBranchReflectorcanserviceMirage Clients.

For best results, connect the Branch Reflector to a switched LAN, not to a wireless network.

The Branch Reflector requires enough space to store the IT-managed layers for the various endpoint devices at the branch office.

For other Branch Reflector system requirements, see the VMware Horizon Mirage Administrator’s Guide.

Horizon Mirage branch office implementations are efficient for software delivery (application layer updates)

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and for Windows 7 base layer migrations. The WAN is handling only a single desktop image, instead of multiple images at once.

Figure 11: Layer Updates in a Horizon Mirage Branch-Office Deployment

Reduced Help Desk Burden for Desktop ManagementHorizon Mirage allows Tier-1 IT staff to solve desktop problems with a few simple clicks on the Mirage Management Console, without the need for diagnosis or escalation.

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Horizon Mirage Installation and Configuration ChecklistThis section is a summary of installation and configuration procedures for Horizon Mirage. For details, see the VMware Horizon Mirage Administrator’s Guide.

Horizon Mirage Operating System and Software Requirements

The operating system and software requirements for Horizon Mirage are in the following table. For the most current information, always check the VMware Horizon Mirage Release Notes and the VMware Horizon Mirage Administrator’s Guide.

HORIZON MIRAGE COMPONENT

PRIMARY REQUIREMENTS INSTALLED COMPONENTS

MIRAGE SERVER • WindowsServer2008R2(Standard Edition), 64-bit

or

Windows Server 2012 (Standard Edition), 64-bit

• Domainmembership

• .NETFramework3.5SP1,64-bit

• SQLdatabasemanagementsystem(MSSQLServer2008R2; Standard, Express, or Enterprise; 64-bit)

MIRAGE MANAGEMENT SERVER

• WindowsServer2008R2Standard Edition, 64-bit

• Domainmembership

.NET Framework 3.5 SP1, 64-bit

MIRAGE MANAGEMENT CONSOLE

Windows XP Professional with SP2 or SP3, 32-bit

or

Windows 7 Professional or Enterprise, 32- or 64-bit *

• .NETFramework3.5SP1

• MicrosoftManagementConsole (MMC) 3.0. See MMC 3.0 update is available for Windows Server 2003 and for Windows XP.

MIRAGE CLIENT ** Windows XP Professional with SP2 or SP3, 32-bit

or

Windows 7 Professional or Enterprise, 32- or 64-bit

.NET Framework 3.5 SP1

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HORIZON MIRAGE COMPONENT

PRIMARY REQUIREMENTS INSTALLED COMPONENTS

REFERENCE MACHINE Windows XP Professional with SP2 or SP3, 32-bit

or

Windows 7 Professional or Enterprise, 32- or 64-bit

• MirageClient

• Operatingsystemandapplications must use volume licenses and be designed for multi-user, multi-machine deployment

• Noapplicationsthatinstallanduse:

- Hardware-specific licenses

- Localuseraccountsand/or local groups

• Nosoftwarethatusesaproprietary update service; install such software directly on endpoints

FILE PORTAL IIS 7.0 or later • ASP.NETfeature

• IIS7.0orlater,withtheIIS6Management Compatibility Role

* The Mirage Management Console (the administrative console) can also be on a Windows Server machine. The minimum configuration is Windows XP or Windows 7.

** Turn off XP Fast User Switching mode if the computer is not an AD domain member. See How To Use the Fast User Switching Feature in Windows XP.

Table 3: Operating System and Software Requirements for VMware Horizon Mirage

See the VMware Horizon Mirage Administrator’s Guide for details on

•Hardwarerequirements

•Storagerequirements

•Databaserequirements

•Communicationportsandprotocols

Upgrading from Prior Versions of Horizon Mirage

The upgrade procedure to Horizon Mirage 4.0 involves uninstalling the prior Horizon Mirage components and then installing the 4.0 versions.

Uninstall the Horizon Mirage datacenter components in the following order:

•AllMirageServers

•MirageManagementConsole*

•MirageManagementServer

* To uninstall in Windows 7, use the Windows Control Panel > Programs and Features (Add / Remove Programs for Windows XP).

Note: Uninstalling the Mirage Servers does not remove any data from the storage volumes that were connected to the Horizon Mirage system.

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Then install the Horizon Mirage components with the new MSIs in the following order:

•MirageManagementServer

•MirageManagementConsole

•MirageServers

The SSL and port configurations are not preserved; you need to reconfigure these after you install the new versions of the Horizon Mirage components.

After the upgrade of the datacenter components is complete, when a Mirage-enabled endpoint connects to the network, Horizon Mirage automatically upgrades the Mirage Client and prompts for a reboot.

For information on upgrading from Mirage 2.0 or earlier, see the VMware Horizon Mirage Administrator’s Guide.

Forfurtherrecommendationsonupgrading,seetheVMwareKnowledgeBasearticle Best practices for upgrading VMware Mirage.

Overview of Installation and Configuration

For an evaluation, you can install all components of the Horizon Mirage system on one Windows server. In a small production environment (1500 Mirage-enabled endpoints per physical Mirage Server or 300 endpoints per virtual Mirage Server), you can also install all Horizon Mirage components on one server.

In a production environment, consider various factors in your decision about the number of servers for the Horizon Mirage implementation:

•Numberofendpoints

•Systemfaulttolerancerequirements

•SecuritygainedbyseparatingtheMirageServerfromtheMirageManagementServer

• IncreasedperformanceforeachMirageServerifnothingelseisonthesameserver

•Supportrequirementsofmultipleservers

If you are installing a File Portal in a production environment, it can be on the same server as the Mirage Server or Mirage Management Server. However, you may wish to isolate the File Portal from other Mirage components if it is part of a web server farm, or if you want to separate web servers from other servers. You would then place the File Portal on its own IIS Server. The hands-on exercises in this Reviewer’s Guide do not involve a File Portal.

The Horizon Mirage installation involves the following steps:

1. Install Windows Server 2008 R2 on your server.

2. Install Microsoft SQL Server. Create a Horizon Mirage database instance in the SQL database management system, or collect the database information.

3. Install the Mirage Management Server.

4. Install the Mirage Management Console (MMC).

5. Connect the MMC to the Mirage Management Server.

6. Add the Horizon Mirage software license to the Mirage Management Server.

7. Install a Mirage Server.

8. (Optional) Configure Mirage Server options.

9. (Optional) Configure SSL.

10. (Optional) Install IIS and the File Portal, and configure the File Portal Web URL

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11. (Optional, but required for migrations) Import the USMT folder to the Mirage Server.

12. (Optional, but required for domain-joining operations) Configure domain account details.

13. (Optional) Make other system configurations in the Mirage Management Server through the MMC.

For this evaluation, install only one Mirage Server and skip all optional steps except importing the USMT folder (for the migration exercise).

For a production environment, consider all options and scan the VMware Horizon Mirage Administrator’s Guide for procedures pertinent to your environment.

More Detail on Horizon Mirage Installation and Configuration

Download the licensed Horizon Mirage software or the trial or evaluation of Horizon Mirage. Place each installer on the server where you will create the Horizon Mirage component. Depending upon your hardware specifications, you can combine Mirage components on one server. For example, you can combine

•MirageServerandFilePortal

•MirageServerandtheMirageManagementServer

•MirageServer,MirageManagementServer,andFilePortal

•MirageServer,MirageManagementServer,MirageManagementConsole,andFilePortal

For guidance on structuring your Horizon Mirage implementation, see the VMware Horizon Mirage Administrator’s Guide.

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As you work through the installation, note the following information so that you can reuse it later:

SQL SERVER INFORMATION SQL server name (the name you have given to your SQL server):

SQL instance name (if not using the default):

HORIZON MIRAGE CLUSTER STORAGE FOLDER

Storage folder (If remote storage, use UNC path):

HORIZON MIRAGE SERVICES ACCOUNT INFORMATION *

Fully qualified name of account: Password:

HORIZON MIRAGE ADMINISTRATOR’S GROUP

Fully qualified name of administrator’s group (<domain>\<groupname>):

MIRAGE MANAGEMENT SERVER ADDRESS

IP address or host name:

HORIZON MIRAGE LICENSE KEY (SERIAL KEY)

License key number (supplied separately from the software):

MIRAGE SERVER LOCAL CACHE FOLDER

Path and folder to local cache, if different from the default:

Size of local cache:

* If you are using a standalone server with local storage, you do not need a dedicated Horizon Mirage services user account. However, if you are mounting an NFS / CIFS share over a network for Horizon Mirage, or you are installing the optional File Portal feature, you need to set up a dedicated Horizon Mirage services account to access storage and the database. The account must have

• Local administrator permissions on Horizon Mirage servers

• Read and Write permissions to the database, with database creation permission

• Read and Write permissions to relevant storage areas

Table 4: Information Needed During Horizon Mirage Installation

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The table below gives more detail on each installation step. For full installation instructions, see the VMware Horizon Mirage Administrator’s Guide.

HORIZON MIRAGE INSTALLATION STEP

DETAILS

1. Install Windows Server 2008R2onyourserver.

a. Enable .NET Framework 3.5.

b. Turn off UAC.

c.JoinservertoexistingActiveDirectory.

d. Create an AD group for the Horizon Mirage administrator.

e. Add the existing administrator account to the Horizon Mirage AD group you created, or create a new Horizon Mirage administrator and add them to the group. This administrator must be local administrator on the Horizon Mirage server hosts.

2. Install Microsoft SQL Server. Create a Horizon Mirage database instance in the SQL database management system, or use the default instance.

Best practice for a production system: Install and run the database on a server separate from the Mirage Server.

Set up Microsoft SQL Server with Windows Authentication.

You need to take note of the SQL Server name and SQL instance name.

3. Install the Mirage Management Server.

Double-click the Mirage.management.server.x64.<build_number>.msi file.

The VMware Mirage Management Server Setup wizard begins. In the wizard, you

•EnterthenamesoftheSQLServerandSQLInstanceinthewizard.Thedefault instance names for each SQL Server type are

- SQLEXPRESS for SQL Express

- Empty for SQL Standard

- MSSQL for SQL Enterprise

•SpecifythestorageareaforHorizonMiragedata

•EnterthecredentialsfortheHorizonMirageservicesaccountthatwillaccess the storage and database. If you did not set up a dedicated Horizon Mirage services account, enter Local System account.

•SpecifytheadministrativegroupthathasaccesstotheMirageManagement Console

4. Install the Mirage Management Console (MMC).

The MMC must have network connectivity to the Mirage Management Server.

Double-click the Mirage.management.console.x64.<build_number>.msi file for 64-bit environments or Mirage.management.console.x86.<build_number>.msi file for 32-bit environments.

The VMware Mirage Management Console Setup wizard launches.

A shortcut to the MMC is added to the desktop.

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HORIZON MIRAGE INSTALLATION STEP

DETAILS

5. Connect the MMC to the Mirage Management Server.

Double-click the MMC icon on the desktop. In the MMC window, right-click VMware Mirage in the root directory and select Add System.

You enter the IP address or host name of the Mirage Management Server. If the MMC and the Mirage Management Server are on the same computer, use localhost. In the MMC, the status of the Mirage Management Server is Down until you install the server, at which point its status changes to Up.

6. Add the Horizon Mirage software license to the Mirage Management Server.

a. In the MMC, right-click System Configuration and select Settings.

b. Select the General tab and scroll down to the License section.

c. Click Set License.

d. In the File window, navigate to your license file and click Open. Click OK.

7. Install a Mirage Server. Ensure that SQL Server is reachable from the server node, and that the firewall settings on SQL Server allow for remote connections.

Double-click the Mirage.server.x64.<build_number>.msi file.

The VMware Mirage Server Setup wizard launches.

a. Enter the SQL Server and SQL Instance names.

b. Specify the local cache location and size.

c. Enter the credentials for the Horizon Mirage services account that will access the storage and database. If you did not set up a dedicated Horizon Mirage services account, enter Local System account.

d. Reboot after installing the Mirage Server.

8.(Optional)

Configure Mirage Server options.

a. In the left pane of the MMC, expand System Configuration and click Servers.

b. Right-click the server and select Configure.

c. Configure the maximum number of concurrent desktop image connections and configure the transport settings (port and SSL connection).

See Configuring a Mirage Server in the VMware Horizon Mirage Administrator’s Guide.

9. (Optional)

Configure SSL.

Set up SSL on each Mirage Server:

a. Install the Server certificate and private key in the Windows Certificate Store.

b. Restart each VMware Horizon Mirage Server service.

c. Configure the transport settings in the Mirage Server options.

Enable SSL on the Mirage Clients.

See the VMware Horizon Mirage Administrator’s Guide.

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HORIZON MIRAGE INSTALLATION STEP

DETAILS

10. (Optional)

Install IIS and the File Portal, and configure the File Portal Web URL.

a. Install the IIS Server role on the Mirage Server machine.

b. Install the Horizon Mirage File Portal files by double-clicking the Mirage.WebAccess.x64.<build_number>.msi file, or the 32-bit equivalent.

The Mirage Web Access Applications Setup wizard launches.

c. Select from the following:

- Web Access – Access for end users to their files stored in historical endpoint snapshots. IT determines which files are uploaded to the datacenter.

- Admin Web Access – Administrative access to all end-user endpoint snapshots.

d. Enter the Mirage Management Server location.

e. Enable the ports between IIS and the Mirage Management Server.

f. The File Portal also requires Windows Authentication on Microsoft SQL Server.

11. (Optional, but required for migrations)

Import the USMT folder to the Mirage Server.

The Microsoft User State Migration Tools (USMT) files are required for various base-layer migrations and restorations, such as a Windows XP to Windows 7 migration.

a. Download the Microsoft Windows Automated Installation Kit (AIK) and copy the USMT folder and all subdirectories to your Mirage Server.

b. In the left pane of the MMC, right-click System Configuration and select Settings.

The System Configuration window appears.

c. Select the USMT tab and click Import USMT.

Figure 12: Importing USMT

d. On the Mirage Server, navigate to C:\Program Files\Windows AIK\Tools\USMT and validate that USMT has been imported.

12. (Optional, but required for domain-joining operations)

Configure domain account details.

a. In the left pane of the MMC, right-click System Configuration and select Settings. Select the General tab.

b. Enter the credentials of the account that will be used to join domains during migrations.

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HORIZON MIRAGE INSTALLATION STEP

DETAILS

13. (Optional)

Make other system configurations in the Mirage Management Server through the MMC.

In the left pane of the MMC, right-click System Configuration and select Settings. You can configure

• Snapshotfrequencyandretentionperiod

• Warningthresholdforvolumecapacity

• Warningthresholdfordesktopimagesize

• UploadpolicytousewhenanenduseraddstheirdesktopimagetotheHorizon Mirage system

• Licensenumber

• Enablementofautomaticdesktopimagecreation,initiatedbytheenduser

• EnablementofandspecificationsfortheFilePortal

See Configuring the Mirage System in the VMware Horizon Mirage Administrator’s Guide.

Table 5: Details on Horizon Mirage Installation and Configuration Steps

For more details, see the VMware Horizon Mirage Administrator’s Guide.

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Hands-On Evaluation Exercises for Horizon MirageThis section walks you through some hands-on exercises so you can experience and evaluate the key features of Horizon Mirage desktop imaging. The exercises are sequential and build upon each other. First you set up your test machines and then you use Horizon Mirage in this test environment.

These are the tasks you will accomplish:

1. Prepare the reference machine and endpoint.

a. Create test virtual machines.

b. Create a reference machine.

c. Install the Mirage Client on the test machines.

d. Centralize (back up) the reference machine.

e. Centralize the endpoint.

2. Migrate a desktop from Windows XP to Windows 7.

3. Use Horizon Mirage to work with base and application layers.

a. Capture a base layer from the reference machine.

b. Assign a base layer to an endpoint.

c. Create an application layer on the reference machine.

d. Assign an application layer to an endpoint.

4. Use Horizon Mirage for desktop recovery.

When you perform these exercises, you will practice most of the basic Horizon Mirage procedures. The exercises build on each other, so be sure to do the exercises in sequence.

For more detail on all procedures, see the VMware Horizon Mirage Administrator’s Guide and the VMware Horizon Mirage App Layer Capture Guidelines.

.Requirements for the Horizon Mirage Evaluation Exercises

For these Horizon Mirage evaluation exercises, you need

•Aproducttocreatevirtualmachines.ThiscanbeVMware vSphere, VMware Fusion Pro, or VMware Workstation. You need to know how to create virtual machines, manage virtual machine snapshots, and power virtual machines on and off. See the vSphere, Fusion Pro or Workstation documentation.

Although VMware vSphere is not required to run Horizon Mirage, you can use your current vSphere installation to create virtual machines for Horizon Mirage to manage in these evaluation exercises. The Horizon Mirage bundle includes both Workstation and Fusion Pro, and you can use either to create the virtual machines for this evaluation.

• IfyouarenotusingvSphere,onecomputerwithenoughspacefortwoFusionProorWorkstationvirtualmachines (allow 74GB for these two virtual machines).

•AfullylicensedortrialversionofHorizonMirage

• Installersforsomeapplicationsoftware,suchasFirefox,7Zip,Skype,andAdobeReader

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These evaluation exercises assume that you have already installed and configured the Horizon Mirage datacenter components (Mirage Server, Mirage Management Server, and Mirage Management Console). If not, see the Horizon Mirage Installation and Configuration Checklist.

Note: In these exercises, you receive periodic instructions to take a virtual machine snapshot (with vSphere, Fusion, or Workstation). These snapshots provide a safety net in case you have proceeded to a virtual machine state that is not what you intended. You can roll back to a previous virtual machine snapshot.

Warning: Rolling back to a previous virtual machine snapshot does not necessarily roll back the state in the MMC. For example, rolling back to a prior virtual machine snapshot may put the virtual machine into a state without an applied layer, yet in App Layer Assignments, you may still see the layer as applied. You may need to manually roll back the Horizon Mirage CVD state in the MMC to accommodate the rollback to a prior virtual machine snapshot. Delete the CVD and re-centralize the endpoint.

Reverting to a prior Horizon Mirage snapshot is the best solution in case you make a mistake in the exercises. Horizon Mirage automatically adjusts assignments to match the snapshot state.

Preparing the Reference Machine and Endpoint

You need to create your test environment, which consists of a Horizon Mirage reference machine and an endpoint. You will Mirage-enable the reference machine and endpoint, and then back up each machine to the datacenter.

Creating Your Test Virtual MachinesFor these exercises, you need two test computers—either physical computers or virtual machines. Virtual machines are suitable for capturing most applications; we will proceed as if you are using virtual machines for your test machines.

Create one Windows 7 virtual machine and one Windows XP virtual machine. Assign the Windows 7 virtual machine with 24GB of space, thick-provisioned and lazy-zeroed. Assign the Windows XP virtual machine with 50GB of space, thin-provisioned. Make sure these virtual machines comply with requirements for Mirage Clients, as specified in the Horizon Mirage Operating System and Software Requirements. Remember to install the required .NET Framework 3.5 on the Windows XP virtual machine. Windows 7 includes this already.

In addition, Horizon Mirage requires that the Volume Shadow Copy service be enabled. If you have optimized your Windows 7 or Windows XP virtual machine and have disabled the Volume Shadow Copy service, be sure to enable this service as either Manual or Automatic.

Before you proceed with these exercises, take a virtual machine snapshot of each test machine so that you can revert to this initial state at any time. Do this in Workstation, Fusion Pro, or vSphere, according to instructions with these products.

This allows you to roll back each test machine to its current state, if needed.

Note: This virtual machine snapshot is a different entity from a Horizon Mirage snapshot or a Horizon Mirage desktop image in the datacenter.

The virtual machine snapshot is insurance against your going astray in these exercises. Horizon Mirage automatically takes a snapshot of the endpoint at critical junctures, so you also have a Horizon Mirage snapshot to roll back to.

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Creating a Reference MachineA reference machine is an endpoint that you use to create and maintain base and application layers. The reference machine is where you patch the operating system, add core applications to the base layer, and add applications to an application layer.

The administrator captures a base layer or application layer from the reference machine through the Mirage Management Console. Layers are given names and versions. The same reference machine can be used for multiple layer captures.

After creating the reference machine, you centralize it to create a reference desktop image to be distributed to a set of endpoints. The reference machine does not consume any of your Horizon Mirage licenses.

Use the Windows 7 virtual machine as your reference machine in these exercises. The virtual machine you use for the reference machine must be a clean reference machine. Following is the profile of a clean reference machine:

•Simple OS installation – The clean machine has a simple installation of the OS (Windows XP, or Windows 7, either 32- or 64-bit).

•Same OS profile as the endpoints that will receive the copied base layer – The clean reference machine is similar to the Mirage Clients that will receive the copied base layer. That is, the clean reference machine has the same Windows service pack version and .NET framework version as the target endpoints.

•No interfering software – The clean machine does not have software on it that can cause changes to the machine while you are installing applications for an app layer.

•No auto-updating software – The clean reference machine does not have auto-updating software installed; remove any auto-updating software. If this is not possible, disable the auto-updating feature of the pre-existing software. For example, turn off automatic Windows Update installations and automatic antivirus definition updates.

•Proper version of .NET framework – The clean reference machine has the proper version of the .NET framework for the applications you will install. You can deliver this same version of .NET to the target machines in the base layer.

After you ensure that the reference machine is clean, you can install the Mirage Client on the two virtual machines you are using for these exercises.

Installing the Mirage Client on the Test MachinesInstall the Mirage Client on each of the two test virtual machines—the Windows 7 reference machine and the Windows XP virtual machine. In a production environment, you can silently install the Mirage Client on endpoints from the command line. For this exercise, run the installer on each endpoint.

Remember that you must first install .NET Framework 3.5 on the Windows XP virtual machine; the Windows 7 operating system includes it.

1. Place the Mirage Client installer on the endpoint. Install either the 64-bit version (.x64) or the 32-bit version (.x86) according to the types of virtual machines you created.

2. Double-click the Mirage Client installer to launch it.

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The Welcome window appears.

Figure 13: Mirage Client Setup Welcome Window

3. Click Next.

The End-User License Agreement window appears.

Figure 14: Mirage Client Setup End-User License Agreement

4. Accept the terms and conditions and click Next.

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The Mirage Client Configuration window appears.

Figure 15: Mirage Client Setup Client Configuration Window

5. Enter the IP address or FQDN of the Mirage Server you want this client to communicate with.

Note: You can also append a port number to the Mirage Server location entry if you do not want to use the Horizon Mirage default port (8000). Enter a colon (‘:’) and then the port number.

6. Select Use SSL to connect to the server to enable SSL if your Mirage Server is configured for SSL usage. If you select this option, enter the proper SSL port after the Mirage Server location (SSL certificates must already be configured on the Mirage Server). For this evaluation, do not enable SSL.

7. Click Next.

The Ready to Install window appears.

Figure 16: Mirage Client Setup Ready to Install Window

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8. Click Install.

Installation begins, and a progress window appears.

Figure 17: Mirage Client Setup Installation Progress Window

When installation is complete, the Finished Installing window appears, and the Horizon Mirage system tray icon prompts the client to reboot. This is a best practice, although not mandatory. If this is the initial installation of the Mirage Client, restarting assures better backup protection and enables streaming, which promotes faster restore. If this is an upgrade to the Mirage Client, restarting promotes better performance.

Figure 18: Completion of the Mirage Client Setup

9. Click Finish.

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10. Validate that the Mirage Client is correctly installed.

a. Examine the Horizon Mirage system tray icon. The Mirage Client installation is successful if the system tray icon displays a yellow marking. If you double-click the system tray icon, the details indicate that the client is Connected to the Mirage Server and Pending Assignment.

Figure 19: Mirage Client Successful Installation

Pending Assignment means that the Mirage-managed endpoint is ready for backup. You will activate the endpoint within the MMC by centralizing it (creating the initial desktop image, or CVD, in the datacenter).

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Troubleshooting tip: If you see an X on the Horizon Mirage system tray icon, double-click the icon, and you will see that the client is Disconnected:

Figure 20: Horizon Mirage Client Is Disconnected from the Mirage Server

One cause of this issue could be that you entered the incorrect Server Address, such as localhost, during installation of the Mirage Client. Uninstall the Mirage Client, and reinstall it with the correct Mirage Server address.

Other reasons for the Disconnected ConnectionStatusarediscussedintheVMwareKnowledgeBase article Mirage Client is Disconnected.

b. Horizon Mirage also recognizes each Mirage-enabled endpoint on the network. In the left pane of the Mirage Management Console, under VMware Mirage > Mirage System > Inventory > Pending Devices, check that each virtual machine appears with a Pending State of Pending Assignment.

Figure 21: Pending Devices in the Mirage Management Console

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Taking Virtual Machine Snapshots of the Test MachinesTake a virtual machine snapshot of the reference virtual machine in its clean, Mirage-enabled state. Also take a virtual machine snapshot of the endpoint. Do this in Workstation, Fusion Pro, or vSphere, according to instructions with these products.

This allows you to roll back the reference machine or the endpoint to this current state, if needed.

Note: This virtual machine snapshot is a different entity from a Horizon Mirage snapshot or a Horizon Mirage desktop image in the datacenter.

Centralizing (Backing Up) the Reference MachineCentralize the reference machine to create a backup in the datacenter. To do this

1. In the Mirage Management Console (MMC), select the Inventory node in the left pane, then Pending Devices.

In the right pane, you see a list of Pending Devices. These are the endpoints you enabled by installing the Mirage Client. Each of these endpoints has a Current Action of Pending Assignment in the Horizon Mirage system tray icon details. Pending Devices are ready to be backed up to the datacenter.

2. Right-click the clean Windows 7 reference machine you created, and select Create a new Reference CVD.

Important: A CVD is a centralized virtual desktop, or the desktop image in the datacenter.

Figure 22: Create a New Reference CVD

The Select Upload Policy window appears.

Figure 23: Select Upload Policy in Create a New Reference CVD

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An upload policy is a set of rules specifying which files Horizon Mirage backs up to the datacenter in a CVD. For example, the default upload policy ignores MP3s and movies. Horizon Mirage automatically numbers new upload policy versions for you, but you can configure the version numbers. For more information about upload policies, see the VMware Horizon Mirage Administrator’s Guide.

3. Select Mirage default CVD policy and click Next.

The Select a Base Layer window appears.

Figure 24: Select a Base Layer in Create a New Reference CVD

4. Select Don’t use a Base Layer. This is the correct choice because you have not yet captured a base layer. (At other times, you can select Select Base Layer from list to apply updates to the base layer.) Click Next.

The Select Target Volume window appears.

Figure 25: Select Target Volume in Create a New Reference CVD

5. Specify Automatically choose a volume. This is the storage volume where the CVD will be located. Horizon Mirage automatically finds a storage volume that you have configured and places CVDs on it. Click Next.

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The Summary window appears.

Figure 26: Summary in Create a New Reference CVD

6. Click Finish.

7. Validate that the reference machine CVD has been created.

a. In the MMC, validate that the reference machine is no longer in the Inventory > Pending Devices list and is now in the Image Composer > Reference CVDs list.

Figure 27: Initializing Upload of the Reference Machine CVD

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At first, the Activity is initializing upload. As the backup progresses, the Activity value changes to upload, and the Progress moves toward 100%.

Figure 28: Progress of the Reference Machine CVD

Figure 29: Reference Machine CVD Complete

When the Reference Machine backup is complete, the Activity is idle, and the Progress is 100%.

b. Validate within the reference machine that the endpoint is linked to a backup image (CVD) in the datacenter. To do this, open the reference machine and examine the Horizon Mirage system tray icon. It now has a green flag on it.

Figure 30: Horizon Mirage System Tray Icon After a CVD Is Linked to the Endpoint

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Also, if you double-click the Horizon Mirage system tray icon, you see that the Current Action is idle.

You have created the desktop image in the datacenter for the reference machine. You will later use the reference machine for capturing a base layer and application layers.

Centralizing the Windows XP Endpoint After you install the Mirage Client on an endpoint, the endpoint appears in the MMC as a pending device, and you need to activate it. Activating the endpoint involves centralizing, or backing up, the endpoint to a datacenter desktop image.

Centralizing an endpoint enables you to:

•Automaticallybackuptheendpoint,fordisasterrecovery.Thedatacenterdesktopimage(baselayerandapplication layers) is continually synchronized with the endpoint PC: IT-managed elements are downloaded and user-controlled elements are uploaded.

•Reverttoapriordesktopimagesnapshotincaseyouarenotsatisfiedwithalayerdownload.

Either the IT administrator or the end user can centralize the PC. For a user to centralize their own endpoint, the administrator must enable automatic desktop image creation in the Mirage Management Server configurations. Then a PC is centralized as soon as the user logs in to a Mirage-enabled endpoint. For more information on user centralization, see Centralizing an Endpoint in the VMware Horizon Mirage Administrator’s Guide.

For these exercises, the administrator will centralize the Windows XP endpoint.

During the centralization procedure, the end user can continue to work on their PC, and they do not need to reboot to finalize the backup.

Desktop backup is automatic in Horizon Mirage: after you create the desktop image in the datacenter by centralizing the endpoint, the desktop is automatically backed up at configurable intervals. You only need to centralize the endpoint and configure the frequency of desktop backup.

For this exercise, use the default upload policy in the MMC. Upload policies determine which user files and directories should be uploaded to the datacenter desktop image. A desktop image can have only one upload policy at a time, and you need to decide which upload policy to use before endpoint activation.

The default upload policy

•Synchronizestheclientwiththeservereverysixtyminutes

• Includesthesystemvolume

•DoesnotuploadMP3andAVIfilestothedesktopimage

You can customize upload policies in the MMC. From the left pane, select VMware Mirage > Mirage System > System Configuration > Upload Policies. For more information, see Working with Upload Policies in the VMware Horizon Mirage Administrator’s Guide.

During endpoint centralization, you must assign the endpoint to one of these upload policies.

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Centralize the Windows XP virtual machine to create its datacenter backup:

1. From the left pane of the MMC, select VMware Mirage > Mirage System > Common Wizards.

Figure 31: Selecting Common Wizards from the MMC

2. From the right pane, select Centralize Endpoint.

The Select Pending Device window opens.

Figure 32: Select Pending Device in the Centralize Endpoint Wizard

3. From the list of pending devices, select the Windows XP virtual machine, which you want to centralize, and click Next.

The Select Upload Policy window appears.

Figure 33: Select Upload Policy in the Centralize Endpoint Wizard

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4. Select the upload policy you want to use. For this exercise, select the Mirage default CVD policy 1.0 and click Next. If you do not select a policy, the default upload policy applies.

The Change Collections window appears.

Figure 34: Change Collections in the Centralize Endpoint Wizard

5. If you were adding the device to a collection, you would select a desired collection. A collection aggregates CVDs into a logical group assigned to one base layer. For example, you might create a collection of endpoints within one department for individuals who share the same operating system and core applications. For more information, see Working with CVD Collections in the VMware Horizon Mirage Administrator’s Guide.

For this exercise, do not choose a collection, and click Next.

The Summary window appears.

Figure 35: Summary in the Centralize Endpoint Wizard

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6. Click Finish.

The client starts its centralization process.

The Horizon Mirage system tray icon on the client indicates that initialization of the desktop image upload has begun.

Figure 36: Mirage Client Indication of Centralization Progress

The tooltip for the Horizon Mirage system tray icon continues to indicate upload progress.

7. From the client, monitor details on the upload of the desktop image to the datacenter. To do this, double-click on the Horizon Mirage system tray icon, and watch the Current Action field turn to Upload and increase its percentage complete.

Figure 37: Horizon Mirage System Tray Icon Showing Upload of CVD in Progress

8. Also monitor through the MMC the progress of the CVD upload to the datacenter. From the left pane of the MMC, select VMware Mirage > Mirage System > Inventory > All CVDs.

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The All CVDs list appears in the right pane.

Figure 38: Progress of Endpoint Centralization in the MMC

The Activity field displays the progress of the desktop image upload. At first, the value in Activity is initializing upload. This value changes to upload, and the percentage complete is indicated in the Progress field.

Figure 39: MMC Showing Upload Progress of the Desktop Image from the Endpoint

Troubleshooting tip: You may notice that immediately after reaching 100% completion of the upload of the desktop image, Horizon Mirage starts over and initializes and performs the upload again. This is nothing to worry about: Horizon Mirage is repeating the upload cycle to

• Incorporate any changes to the user endpoint that might have occurred during the first upload

• Take any required snapshots of the endpoint during the timeframe of the upload process. (Note: Horizon Mirage uploads hourly incremental backups of the endpoint and uses them internally to construct the snapshots that you can use to restore prior desktop states.)

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9. Validate that you have backed up the Windows XP to a desktop image (CVD) in the datacenter.

a. From the Windows XP endpoint, double-click the Horizon Mirage system tray icon to display details.

When the desktop image has completely uploaded to the datacenter, the Horizon Mirage system tray icon has no flag on it. The detail for the system tray icon shows the Current Action of the endpoint as Idle.

Figure 40: Desktop Image Upload to the Datacenter Is Complete

b. Check in the MMC for completion of the Windows XP backup. From the left pane of the MMC, select VMware Mirage > Mirage System > Inventory > All CVDs.

When centralization of an endpoint is complete, the Progress field in the All CVDs window shows 100%, and the Activity field shows idle.

Figure 41: MMC Showing Completion of the Desktop Image Upload to the Datacenter

You have successfully made a Horizon Mirage backup of the Windows XP client.

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Migrating a Desktop from Windows XP to Windows 7

With Horizon Mirage, you can migrate an endpoint from one version of the Windows operating system to another. The Horizon Mirage layered desktop image allows you to do a real-time, in-place migration of the endpoint operating system while preserving user data and settings.

With the Horizon Mirage Windows 7 Migration wizard, you can migrate a

•WindowsXPendpointtoWindows7

•WindowsVistaendpointtoWindows7

This wizard depends upon the Microsoft User State Migration Tool (USMT) v4.0, which you import into the Mirage Server before you begin the migration.

Details of the Migration-to-Windows-7 ProcessFor the migration, you prepare a Windows 7 migration base layer on the reference machine, which you will deploy to the target endpoint.

A standard base layer includes not only the operating system and core applications, but also any local user profiles on the reference machine at the time of base layer capture. These profiles can be used to set up a local administrator and default user account on the target endpoint.

A migration base layer is different from a standard base layer. The migration base layer is different from a standard base layer because it must have the Boot Configuration Data (BCD) and boot-loader files present on the operating-system partition and not on a separate boot partition. Horizon Mirage provides an automated scripted process to create the special migration base layer.

After you prepare the migration base layer on the reference machine, you capture it to store it in the datacenter.

Then you launch the Windows 7 Migration wizard in the MMC. You make selections and enter values in the wizard, and the wizard starts the actual migration.

After you start the migration, but prior to the download of the Windows 7 migration base layer to the target endpoint, the Mirage Server automatically takes a Horizon Mirage snapshot of the endpoint so that you can roll back the endpoint to the pre-migration state, if necessary.

Horizon Mirage then compares the migration base layer in the datacenter to the endpoint CVD in the datacenter. Only differences between the two will be downloaded to the endpoint.

During migration, the differences between the migration base layer and the endpoint are downloaded from the reference CVD in the datacenter to the endpoint. This process occurs in the background while the user works.

When the download is complete, the user is prompted to reboot. During the reboot

1. Any necessary drivers for the new Windows 7 endpoint are downloaded from the Horizon Mirage Driver Library, and the drivers are installed on the target endpoint.

2. The operating system is replaced:

a. The existing Windows XP files are moved to the C:\Windows.Old directory on the endpoint.

b. The new bits of the Window 7 migration base layer which were downloaded are moved to C:\Windows.

c. Bits that can be reused from Windows XP to complete the Windows 7 operating system are moved from C:\Windows.Old back to C:\Windows.

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A special login screen appears. Windows logs in automatically to a temporary captive user account, with a special wallpaper and status balloon to indicate this temporary login status. User data and settings are moved to their proper locations:

1. USMT migrates user data and profiles from Windows XP to the new Windows 7 operating system. To do this, USMT accesses the original user files in C:\Windows.Old.

2. Horizon Mirage rejoins the endpoint into the domain with the credentials you supplied.

3. Horizon Mirage runs the post-migration script.

4. The user is prompted to reboot the endpoint.

The migration to Windows 7 is complete.

Application settings and data which are not handled by USMT remain in the C:\Windows.Old directory, and you can later manually restore or delete them.

Applications on the Windows XP target endpoint are not retained because there is no assurance that they will work in Windows 7. Instead, you can deploy the needed applications with the migration base layer or in subsequent application layers.

The Windows 7 migration process retains the original endpoint computer name, but requires rejoining the domain to create a Windows 7 machine account. You define this account in the Mirage System Configuration menu. You can perform the Windows 7 migration over a LAN or WAN. For a migration in a remote office over a WAN, it is usually more efficient to use the Horizon Mirage Branch Reflector feature to reduce WAN bandwidth usage. A Windows 7 machine configured as a Branch Reflector can download the new Windows 7 base layer over the LAN to other remote office endpoints.

The Windows 7 Migration wizard is for migration of existing endpoints to a new version of the operating system. For migration involving different hardware, see the VMware Horizon Mirage Administrator’s Guide.

Stages of Migration to Windows 7

1. Prepare your migration environment.

2. Capture the Windows 7 migration base layer.

3. Download and apply the migration base layer to the endpoint.

Preparing Your Migration EnvironmentIn the sequential exercises of this Reviewer’s Guide, you have already

•CreatedtheWindows7andWindowsXPvirtualmachines

•CleanedtheWindows7virtualmachinesoitcanbeareferencemachine

• InstalledtheMirageClientonboththeWindows7referencemachineandtheWindowsXPendpoint

•CreatedaReferenceCVD(backup)oftheWindows7referencemachine

•CreatedaCVD(backup)oftheWindowsXPendpoint

You need to perform a few setup steps before you capture the Windows 7 migration base layer:

• ImportUSMTpackagetotheMirageServer

• (Optional)SetupHorizonMirageDriverLibrary

•Decrypttargetendpoint

•Createsometestapplicationsandfiles

•Preparemigrationbaselayeronthereferencemachine

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To prepare your migration environment

1. Import the USMT package to the Mirage Server.

2. (Optional) Create a Driver Library with the drivers needed for Windows 7 which may not be on the Windows XP endpoint. Also create a Driver Profile for the endpoint you are migrating. For more information, see the VMware Horizon Mirage Administrator’s Guide. During the migration, Horizon Mirage automatically installs the necessary drivers from the Driver Library into the target Windows XP endpoint.

3. Make sure the target endpoint is decrypted; disk encryption software can interfere with migrations. To do this

a. Uninstall any encryption software on the endpoint.

b. Revert the endpoint to its decrypted state.

Because you created the Windows XP virtual machine for these exercises, you probably do not have any encryption software on the endpoint.

4. For testing purposes

• Create a distinctive Notepad file and place it on the Windows XP desktop

• Install an application on the Windows 7 reference machine and place its shortcut on the desktop

• Create a distinctive file and place it on the Windows 7 reference machine desktop

5. Prepare the migration base layer on the reference machine. A migration base layer is similar to, but different from, a standard base layer. For a migration base layer, you must have the Boot Configuration Data (BCD) and boot-loader files present on the operating-system partition and not on a separate boot partition. To do this

a. On the reference machine, right-click the Horizon Mirage icon in the system tray, and select Tools > Windows 7 Image Setup.

Figure 42: Tools > Windows 7 Image Setup from the Reference Machine System Tray Icon

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The Image Setup prompt appears.

Figure 43: Prompt During Reference Machine Image Setup for Migration to Windows 7

b. Click Setup.

Horizon Mirage automatically runs scripts on the reference machine to prepare a special migration base layer.

The completion window appears.

Figure 44: Completion of Image Setup for Windows 7 Reference Machine

c. After this setup is complete, right-click the Horizon Mirage icon in the system tray of the reference machine again, and select Tools > Check Reference Machine.

Figure 45: Tools > Check Reference Machine for Migration Base Layer Setup

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A command window shows the running of the validation procedure.

Figure 46: Scripts Running for Check Reference Machine

If problems occur, a window opens, and you can display details.

Figure 47: Check Reference Machine Problem Window

d. Resolve any problems indicated in the problem window.

e. Click OK.

The reference machine is ready for the capture of the Windows 7 migration base layer.

Capturing the Windows 7 Migration Base LayerYou already centralized the reference machine so that the desktop image (CVD) is stored in the datacenter. And you prepared the migration base layer. Now you are ready to capture the migration base layer:

1. From the left pane of the MMC, select VMware Mirage > Mirage System > Image Composer > Reference CVDs.

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2. From the Reference CVDs pane on the right, select the reference machine CVD, right-click, and select Capture Base Layer.

Figure 48: Selecting Capture Base Layer from a Reference CVD

The Capture Base Layer window appears.

Figure 49: Capture Base Layer Window

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3. Select Create a new layer and enter a Name and an optional Description.

Figure 50: Detail on Capture Base Layer Window

4. Click Next.

The License Keys window appears.

Figure 51: License Keys Window During Capture of the Base Layer

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5. Enter any license keys and click Next. For this exercise, take whatever is the simplest approach for testing.

The Check Compatibility window appears.

Figure 52: Check Compatibility Window During Capture of the Base Layer

6. Resolve any compatibility issues and click Next.

7. The Summary window appears.

Figure 53: Summary Window of Capturing the Base Layer of a Reference CVD

8. Confirm the information. If something is incorrect, click Back and resolve. Otherwise, click Finish.

A dialog box prompts you to switch to the Task List view to monitor progress of the migration base layer capture.

Figure 54: Prompt to Switch to Monitoring the Task List

9. Click Yes.

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The Task Monitoring pane in the MMC opens on the right. A new task, Capture Base Layer, is at the top of the list, with the Status of Wait for device upload. Progress is currently 0%.

Figure 55: Capture Base Layer Task in Task Monitoring List of the MMC

The Windows 7 reference machine (device) must upload its base layer to the datacenter.

10. You can monitor the progress of the migration base layer upload from the Windows 7 reference machine.

a. Open the Windows 7 reference machine.

b. Double-click the Horizon Mirage system tray icon.

The detail window shows that the Current Action is Initializing Upload, with the percentage complete.

Figure 56: Windows 7 Reference Machine Initializing Upload of Migration Base Layer to Datacenter

11. You can go back and forth between the MMC Task Monitoring pane and the Windows 7 reference machine’s system tray icon detail window to monitor progress. To refresh the MMC Task Monitoring window, click the green circular double-arrow icon near the top of the Task Monitoring pane.

When monitoring the reference machine, after the upload of the migration base layer to the datacenter, you may notice a repetition of initializing the upload and uploading the migration base layer. Horizon Mirage is handling any changes to the reference machine during the previous upload process, or is catching up on internally used system snapshots.

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Figure 57: Repetition of Uploading the Migration Base Layer from the Reference Machine

During this additional upload process, the MMC Task Monitoring pane continues to show a Status of Done and Progress of 100% complete.

12. Before proceeding, validate in the MMC that the task of the migration base layer capture has been completed:

a. Check Task Monitoring in the MMC. From the left pane, select VMware Mirage > Mirage System > Task Monitoring.

The Task Monitoring pane opens on the right.

For the Capture Base Layer task, the Status field should indicate Done and the Progress field 100%.

Figure 58: Capture of Migration Base Layer Complete in Task Monitoring

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b. Check that your new migration base layer is in the list of Base Layers in the MMC. From the left pane of the MMC, select Image Composer > Base Layers.

The Base Layers pane opens on the right.

The new migration base layer should appear in the Base Layers list, with the name you gave it during capture.

Figure 59: Migration Base Layer in the Base Layer List in the MMC

c. Check that the reference machine is idle and no longer involved in any process. Open the Windows 7 reference machine, and double-click the Horizon Mirage system tray icon.

When the second pass of uploading the migration base layer is complete on the reference machine, the green flag on the Horizon Mirage system tray icon disappears. Also, the detail from the Horizon Mirage system tray icon indicates that the Current Action is Idle.

Figure 60: Windows 7 Reference Machine Is Idle after Migration Base Layer Capture

You have successfully captured the Windows 7 reference machine migration base layer, and you are ready to use the Windows 7 Migration wizard to set up the migration parameters. After you complete the wizard, the actual migration begins (the download and application of the Windows 7 migration base layer to the Windows XP endpoint).

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Downloading and Applying the Migration Base Layer to the EndpointDownloading and applying the migration base layer has several steps:

1. Set up the migration parameters in the Windows 7 Migration Wizard.

2. Monitor the migration process.

3. Reboot at the end of the Windows 7 migration.

4. Confirm a successful Windows 7 migration.

Details follow for these steps.

Taking a Virtual Machine Snapshot of the EndpointBefore you begin this migration process, take a virtual machine snapshot of the Windows XP endpoint. Do this in Workstation, Fusion Pro, or vSphere, according to instructions with these products.

This allows you to roll back the endpoint to its current state, if needed.

Note: This virtual machine snapshot is a different entity from a Horizon Mirage snapshot or a Horizon Mirage desktop image in the datacenter.

The virtual machine snapshot is insurance against your going astray in these exercises. Horizon Mirage automatically takes a snapshot of the endpoint before you migrate the endpoint, so you also have a Horizon Mirage snapshot to roll back to.

Setting Up the Migration Parameters in the Windows 7 Migration WizardThe migration base layer is captured, and you are ready to set up the migration parameters with the Windows 7 Migration wizard.

1. Open the Mirage Management Console and click Common Wizards.

2. Click Windows 7 Migration.

Figure 61: Windows 7 Migration Wizard Choice from the MMC

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The Select CVDs or Collections window appears. This window shows all CVDs eligible for the migration—only Windows XP and Windows Vista CVDs are listed.

Figure 62: Select CVDs or Collections in the Windows 7 Migration Wizard

3. Select the Window XP virtual machine CVD and click Select.

This is the endpoint CVD against which the migration base layer will be compared. Only the differences between the base layer and the endpoint will be downloaded to the Windows XP endpoint. Horizon Mirage first compares the migration base layer in the reference CVD to the Windows XP CVD in the datacenter. Only differences between the two are downloaded from the reference CVD to the Windows XP endpoint.

The Windows XP virtual machine appears in the Selected CVDs pane at the bottom.

Figure 63: Selecting a CVD to Migrate in the Windows 7 Migration Wizard

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4. Click Next.

The Select Base Layer window appears.

Figure 64: Select Base Layer in the Windows 7 Migration Wizard

5. You can select one of the following options:

• Download and Apply Base Layer – Downloads the image to all endpoints and then immediately applies the new operating system to all endpoints

• Only Download Base Layer – Downloads the image to all designated endpoints, but waits to apply the image. Select this if you want to apply the base layer at a later time.

For this exercise, select Download and Apply Base Layer to perform the migration as soon as the download completes.

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6. From the Base Layer List, select the Windows 7 migration base layer you prepared for this migration, and click Next. The base layer you select from this list must have been prepared to be a migration base layer.

Figure 65: Selecting a Base Layer in the Windows 7 Migration Wizard

The Target Machine Name window appears.

Figure 66: Target Machine Name in the Windows 7 Migration Wizard

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7. In this window, you can set the domain that the migrated endpoint will join after the migration process is complete. The domain Name and Join Domain Account credentials are automatically entered if you already set the Join Domain Account credentials in System Configuration > Settings in the MMC.

You must supply Join Domain Account credentials in this window if you want the endpoint to join the domain. Mirage cannot automatically join the endpoint to the domain unless you supply this information.

You can change the domain Name, OU, and Join Domain Account credentials.

Select the domain Name and OU from the dropdown lists or by entering values. All known domains in the system prepopulate the dropdown lists. The required syntax pattern is indicated in each field.

Any OU must be in standard open LDAP format. For example:

OU=Notebooks, OU=Hardware, DC=VMware,DC=com

For these exercises, accept the default credentials that were entered automatically and click Next.

The Image Validation window appears.

Figure 67: Image Validation in the Windows 7 Migration Wizard

8. If any problems are listed, resolve these compatibility issues between the migration base layer and the selected Windows XP CVD. Click Next.

A Summary window appears.

Figure 68: Summary in the Windows 7 Migration Wizard

9. Review the summary and click Finish.

You have completed the setup of the migration process in the Windows 7 Migration wizard. Clicking Finish launches the actual migration.

Because you selected Download and Apply Base Layer in the wizard, both the download of the migration base layer to the XP endpoint and the application of the base layer to the endpoint are performed now. You can monitor this process.

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Monitoring the Migration ProcessTo monitor the migration process in the MMC

1. In the MMC, select VMware Mirage > Mirage System > Task Monitoring from the left pane.

The Task Monitoring pane appears on the right, with the new Migration task listed. The Entity field shows the migration base layer you selected. The Status is In Progress, and the Progress bar starts at 0%.

Figure 69: Migration Task in Task Monitoring in the MMC

As you continue to check the Task Monitoring pane, the Progress of the Migration task shows a higher percentage.

2. Select and right-click the Migration task and select View Assignments.

Figure 70: Selecting View Assignments from the Migration Task in the MMC

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The Layer Assignments pane appears on the right.

Figure 71: Layer Assignments in the MMC

The Windows XP CVD is assigned the migration base layer from the Windows 7 reference machine, as you set up in the Windows 7 Migration wizard. The Windows XP CVD is assigned the migration base layer because Horizon Mirage compares the migration base layer from the reference CVD to the Windows XP CVD in the datacenter to determine which bits are required from the migration base layer. Only the required differences are downloaded to the Windows XP endpoint.

As the migration progresses, the Status in Layer Assignments shows Downloading and a percentage complete.

Figure 72: Migration Base Layer Downloading to the Endpoint in Layer Assignments

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3. Also check Inventory > All CVDs from the left pane of the MMC.

The Activity field for the Windows XP endpoint shows migration, with a percentage complete in the Progress field.

Figure 73: Progress of the Windows 7 Migration in the All CVDs Pane

The Activity changes to finalizing migration with a percentage complete of Progress.

Figure 74: All CVDs Pane Showing Finalizing Migration to Windows 7

During the reboot of the migrated Windows XP endpoint, the All CVDs list shows pending reboot in the Activity field and 100% complete in the Progress field.

Figure 75: All CVDs Pane Showing Pending Reboot for Endpoint During Migration to Windows 7

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To monitor the progress of the migration from the perspective of the Windows 7 reference machine:

1. Open the Windows 7 reference machine. (If you are using a virtual machine endpoint, the migration cannot proceed until you power on the virtual machine.)

The Horizon Mirage system tray icon has a blue flag.

2. Double-click the Horizon Mirage system tray icon.

Figure 76: Windows 7 Reference Machine Initializing the Upload of the Migration Base Layer to the Datacenter

The detail from the system tray icon shows that the Window 7 reference machine is initializing the upload of the migration base layer to the datacenter. The migration base layer in the datacenter is then compared to the Windows XP endpoint CVD in the datacenter to determine which bits are different. Only the different bits from the migration base layer are required and downloaded to the Windows XP endpoint.

3. Keep checking the status of the Windows 7 reference machine. Eventually, the Windows 7 reference machine completes the upload of the migration base layer to the datacenter, and its Current Action changes to Idle.

Figure 77: Completion of Upload of Migration Base Layer to the Datacenter

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To monitor the progress of the migration from the perspective of the Windows XP endpoint:

1. Open the Windows XP endpoint and double-click the Horizon Mirage system tray icon. Preliminary stages of the migration appear in the Current Action field.

Figure 78: Windows XP Endpoint Being Migrated to Windows 7

2. Keep checking the status of the Windows XP endpoint by examining the Current Action field.

Eventually, Horizon Mirage begins the download of the migration base layer to the endpoint, and its Current Action changes to Migration.

Figure 79: Migration to Windows 7 Proceeding on the Windows XP Endpoint

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The Windows XP endpoint proceeds to a Current Action of Finalizing Migration.

Figure 80: Finalizing Windows 7 Migration on the Windows XP Endpoint

Rebooting at the End of the Windows 7 MigrationWhen the Windows XP endpoint has completed this stage of its migration, a dialog box appears on the endpoint and prompts the user to reboot.

Figure 81: Reboot Prompt from Windows XP Endpoint

1. Click Restart Now.

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When the converted Windows XP endpoint restarts, you receive notice that a temporary user account has opened.

Figure 82: Temporary User Account Logged In During Windows 7 Migration of Endpoint

2. Double-click the Horizon Mirage system tray icon for more information.

The details from the system tray icon indicate that various steps of the system update are proceeding. You can follow the progress by keeping this window open.

Figure 83: System Updates After Reboot of the Migrated Endpoint

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The system updates proceed on the migrated endpoint.

Figure 84: System Updates Continuing on the Migrated Endpoint

When the system updates have reached a particular point, you receive another prompt to reboot.

Figure 85: Reboot Prompt on Migrated Endpoint During System Updates

3. Click Restart Now.

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4. The system reboots and starts up as a Windows 7 endpoint.

5. Sign in to the migrated endpoint.

Confirming a Successful Windows 7 MigrationTo validate completion of the Windows 7 migration, from the perspective of the previous Windows XP endpoint:

1. Log in to the former Windows XP endpoint as the same user as you were when you created a document in Windows XP and placed it on the desktop.

Figure 86: Document Preserved on the Desktop After Migration from Windows XP to Windows 7

Your desktop should look the same as before the migration and have the same document that you placed on the desktop before you migrated to Windows 7.

Troubleshooting tip: You will not see your preserved user settings if you do not log in as the same user.

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2. Check that the new operating system is Windows 7 by opening the Start menu.

Figure 87: Migrated Desktop Has the Windows 7 Operating System

Troubleshooting tip: If you originally installed Microsoft Office on the Windows 7 reference machine, and you did not use a volume license, Office will request activation on this new computer. You can fix or ignore this problem for these exercises, but you would definitely need to resolve the issue in a production system.

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To validate completion of the Windows 7 migration in the MMC:

1. Check the All CVDs list. From the left pane of the MMC, select Inventory > All CVDs. For the Windows XP CVD, Activity shows idle, and Progress shows the migration as 100% complete.

Figure 88: Base Layer Migration Complete in All CVDs

2. Check the Task Monitoring list. From the left pane of the MMC, select VMware Mirage > Mirage System > Task Monitoring.

The Migration task shows a Status of Done with 100% Progress.

The Migration task shows a Status of Done with 100% Progress.

Figure 89: Migration Done in Task Monitoring of the MMC

3. Check the Layer Assignments list. From the left pane of the MMC, select Image Composer > Layer Assignments.

The Assign Base Layer assignment shows a Status of Done.

Figure 90: Layer Assignments in the MMC Showing the Base Layer Assignment Complete

Migration to Windows 7 is a type of base layer assignment.

You have successfully migrated an endpoint from Windows XP to Windows 7.

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Troubleshooting Migration to Windows 7Problem: Migration Canceled, Stalled, or Pending Restore

The migration of the Windows XP desktop does not complete, and the Migration task appears with a Status of Canceled in Task Monitoring in the MMC.

Figure 91: Task Monitoring Showing Migration Canceled

On the Windows XP endpoint, the Horizon Mirage system tray icon displays a yellow flag. This indicates that the Windows XP endpoint is awaiting a pending action, in this case the download of the migration base layer.

The detail from the system tray icon shows that the Current Action is Pending Restore.

Figure 92: Windows XP Endpoint Stalled in the Migration to Windows 7

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ResolutionThe space on the Windows XP endpoint may be too small to hold the old Windows XP desktop, the new Windows 7 migration base layer, the old Windows XP personalizations, and the new Windows 7 user data and settings. An error message quickly flashes by on the Windows XP endpoint, but is not persistent.

You can find evidence of not enough space on the Windows XP endpoint by examining the logs. On the Windows XP endpoint, navigate to

C:\Program Files\Wanova\Mirage Service\Logs

Figure 93: Horizon Mirage Logs for the Windows XP Endpoint

In the tray log, you see that the system tray announced that there was not enough disk space.

Figure 94: System Tray Log Showing Not Enough Space on the Windows XP Endpoint

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In the desktop_major log, you see a similar note.

Figure 95: Desktop Major Log Showing Not Enough Disk Space

In the MMC, a note appears in the Event Log. From the left pane of the MMC, navigate to Logs > Event Log.

Notice that an event is in the list with a Description of Not enough disk space and Details of Not enough disk space to complete the download. The Source field indicates the endpoint that could not be migrated to Windows 7.

Figure 96: Event Log Showing Not Enough Disk Space on Endpoint for Windows 7 Migration

Increase the size of the Windows XP endpoint, and try the migration again, including all setup steps.

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Problem: New Windows 7 Endpoint Disconnected After MigrationThe Horizon Mirage system tray icon has an X flag. If you double-click the system tray icon, the detail window shows the Connection Status as Disconnected.

Figure 97: Endpoint Is Disconnected and Cannot Proceed with Migration

In addition, the network system tray icon echoes the disconnected state.

Figure 98: Network System Tray Icon Showing Disconnected Network

Also, various panes of the MMC do not indicate completion of the migration.

For example:

• In Inventory > All CVDs, for the prior Windows XP CVD, the Activity field persists in showing pending reboot after the second reboot is done, although migration Progress is 100% complete.

Figure 99: All CVDs Shows 100% Complete in the Migration, but Pending Reboot

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• In VMware Mirage > Mirage System > Task Monitoring, the Migration task still shows a Status of In Progress and Progress of 0%.

Figure 100: Task Monitoring Showing Migration Not Complete

• In Image Composer > Layer Assignments, the Assign Base Layer assignment shows a Status of Downloading (0%).

Figure 101: Layer Assignments Showing Migration Not Complete

Horizon Mirage will not complete the migration to Windows 7 if the endpoint is disconnected from the network after the migration. You need to connect the migrated endpoint to the network.

ResolutionThis problem applies only when you are migrating from a Windows 7 virtual machine to a Windows XP virtual machine. Windows XP virtual machines have a different network adapter than do Windows 7 virtual machines, so the migrated endpoint lost network connectivity. You need to manually change the network adapter.

1. Power off the former Windows XP virtual machine.

2. In virtual machine settings in vSphere, Fusion, or Workstation, remove the network adapter from the Windows XP virtual machine and then add an Ethernet Adapter with Type of E1000.

3. Power on the former Windows XP virtual machine.

You can ignore a warning about using the power operations on ‘VMware Horizon Mirage Services’ for this evaluation.

Figure 102: Warning about Powering On with Horizon Mirage Services

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The former Windows XP endpoint now shows the network Connection Status as Connected in the details of the system tray icon. Horizon Mirage can complete its migration cycle. When fully migrated, the Horizon Mirage system tray icon is unflagged, and the various MMC panes show completion of the migration

Using Horizon Mirage to Work with Base and Application Layers

The next set of exercises gives you practice in capturing base and application layers and assigning these layers to an endpoint.

Capturing a Base Layer from the Reference MachineA base layer contains the operating system, system-wide settings and data, and any core applications you want to distribute to a set of users. After you have centralized, or backed up, the reference machine, you can capture a base layer. You use the desktop image of the reference machine for capturing the base layer.

In a production environment, you may want to have multiple base layers for different sets of users. Base layers are hardware independent; you can supplement base layers with a Driver Library that allows you to apply base layers to different hardware families. This minimizes the number of required base layers for an implementation. Drivers are applied automatically to endpoints with the use of driver profiles.

If you are using Horizon Mirage to manage virtual machines, a separate base layer for the virtual machines is recommended so that virtual machine integration components are included in the base layer. For example, in a Fusion Pro installation, the base layer needs to include VMware Tools.

In a production environment, before you capture the base layer, you may want to create base layer rules and add scripts for operations to be carried out after the base layer update. In addition, you will want to test the base layer. For details, see the VMware Horizon Mirage Administrator’s Guide.

Note: You can capture a base layer on the same reference machine where you captured a migration base layer, without rolling back the virtual machine to the state before the migration base layer was captured.

To capture a base layer

1. In the MMC, select Common Wizards, then Capture Base Layer.

Figure 103: Capture Base Layer Wizard

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The Select Capture Type window opens.

Figure 104: Select Capture Type in Base Layer Capture

2. Select Use an existing reference CVD and click Next to capture the base layer from your existing reference machine desktop image.

The Select a Reference CVD window opens.

3. Select the reference machine desktop image from which you want to capture the base layer and click Next.

Figure 105: Select a Reference CVD in Base Layer Capture

The Capture Base Layer window opens.

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4. Select Create a new layer and specify the Name and an optional Description for the new base layer. Click Next.

Figure 106: Capture Base Layer Window

If you have Microsoft Office or other licensed software installed, the License Keys window opens.

Figure 107: License Keys Window of Base Layer Capture

5. In a production environment, enter the license key, which needs to be a volume license key if you expect the software to work on an assigned endpoint. For these exercises, you can skip the license key, and click Next.

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The Validations window appears with a list of items on the reference machine which may cause issues in target endpoints, such as the following items:

Figure 108: Validation Window with Problems to Solve for Capture Base Layer

You may instead have no problems displayed:

Figure 109: Validations Window with No Problems in Base Layer Capture

6. Perform one or more of the following options:

• Fix any problems that are important for your evaluation environment, click Refresh to remove the resolved problems from the list, and click Next

• Skip displayed issues and click Next

• Click Next if no issues are displayed

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A Summary window appears.

Figure 110: Summary of Capture Base Layer

7. Click Finish to start the capture process.

A message appears asking if you want to switch to the task list view.

Figure 111: Prompt to View Task List in Capture Base Layer

8. You can click Yes to monitor the progress of the capture task in the Task list.

The Task Monitoring pane of the MMC appears. For the Capture Base Layer task, the Status is Wait for device upload, and the Progress begins at 0%.

Figure 112: Capture Base Layer Task in Task Monitoring

9. You can also monitor the base layer capture (or upload) on the reference machine.

a. Open the reference machine and double-click the Horizon Mirage system tray icon.

At first, the Current Action is Initializing Upload, with a percentage complete.

Figure 113: Initializing the Upload of the Base Layer from the Reference Machine

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b. Continue to monitor the base layer upload from the reference machine. Soon the Current Action is Upload with a percentage complete.

Figure 114: Reference Machine Uploading the Base Layer to the Datacenter

As for other uploads to the datacenter, you may notice a second round of uploading. Horizon Mirage is doing one of the following:

•Uploadinganyadditionalchangestothelocalbaselayerthatmayhaveoccurredduringtheinitialupload period

•Uploadingaperiodicsystemsnapshotforinternaluse

10. Validate in the MMC that the base layer capture is complete.

a. From the left pane of the MMC, click Task Monitoring. The Capture Base Layer task has a Status of Done, and Progress is 100% complete.

Figure 115: Capture Base Layer Task Complete in Task Monitoring

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b. From the left pane of the MMC, select Image Composer > Base Layers.

The new base layer is listed in Base Layers.

Figure 116: New Base Layer Listed in Image Composer > Base Layers

11. Validate in the reference machine that the base layer capture is complete. From the reference machine, double-click the Horizon Mirage system tray icon.

The detail window shows the Current Action as Idle, and the Horizon Mirage system tray icon is unflagged.

Figure 117: Base Layer Upload Complete in the Reference Machine

You have now captured a base layer from the reference machine.

Assigning a Base Layer to an Endpoint Assigning a base layer to an endpoint applies the contents of the reference CVD base layer to the endpoint. The download of an updated base layer is optimized: only new files and incremental changes to existing files on the target endpoint are transferred. Before the download, the Mirage Server automatically takes a snapshot of the endpoint’s desktop image so that you can roll back the base layer update, if necessary. Then, in the datacenter, Horizon Mirage compares the base layer in the reference CVD to the endpoint CVD to determine which bits are different and which therefore must be downloaded to the endpoint. Finally, the differences in the base layer are downloaded from the reference CVD to the endpoint.

Horizon Mirage also checks to make sure that enough disk space is available on the endpoint for the download and replacement operation and warns you if not.

Before you begin the assignment of the base layer to the endpoint, take a virtual machine snapshot of the endpoint. Do this in Workstation, Fusion Pro, or vSphere, according to instructions with these products.

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This allows you to roll back the endpoint to its current state, if needed.

Note: This virtual machine snapshot is a different entity from a Horizon Mirage snapshot or a Horizon Mirage desktop image in the datacenter.

The virtual machine snapshot is insurance against your going astray in these exercises. Horizon Mirage automatically takes a snapshot of the endpoint before you apply a base layer, so you also have a Horizon Mirage snapshot to roll back to.

Assign the base layer to the migrated Windows 7 desktop

1. In the MMC, select Common Wizards, and then click Assign Base Layer.

Figure 118: Assign Base Layer Wizard in the MMC

The Select CVDs or Collections window appears.

2. In the Select CVDs or Collections window, choose the endpoint you want to update. In this case, select the former Windows XP machine, and click Select.

You can choose individual or multiple endpoints, or a collection from the Collections tab. A collection is a predefined set of endpoints.

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You see the endpoint details in the lower pane.

Figure 119: Select CVDs or Collections in Apply Base Layer Wizard

The value for the Base Layer field is the most recent base layer applied. In this case, the most recent base layer applied is the migration base layer. After this exercise, the new standard base layer will replace the migration base layer.

3. Click Next to continue.

The Select Base Layer window appears.

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4. In the Select Base Layer window, select the base layer with which you want to update the endpoints. You can see the details for a chosen base layer in the lower pane.

Figure 120: Select Base Layer in Apply Base Layer Wizard

5. Click Next.

The Image Validation page appears. Horizon Mirage compares the base layer and the endpoint desktop image to make sure they are compatible. The validation process checks for compatibility between the new base layer and the endpoint in the following parameters:

• Operating system

• Computer type

• Vendor model and name

• Drive letters

For more information on this compatibility check, see Updating (Assigning) a Base Layer to a CVD in the VMware Horizon Mirage Administrator’s Guide.

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If a mismatch occurs, Horizon Mirage displays warnings such as the following:

Figure 121: Image Validation Window of Assign Base Layer Wizard

In this case, the image assignment passes validation checks:

Figure 122: No Problems in Image Validation During Assign Base Layer Wizard

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6. Fix any issues before proceeding. You can click Ignore to disregard any warnings that are inapplicable to this evaluation exercise. Click Next in the Image Validation window to continue updating the base layer.

A Summary window appears.

Figure 123: Summary Window of Assign Base Layer Wizard

7. In the Summary window, click Finish.

You have assigned the base layer to the endpoint, and now the application of the base layer to the endpoint proceeds.

This completes the administrator’s action for transferring the base layer to the endpoint. The next time the endpoint connects to the network, the download and replacement operations proceed automatically.

8. Confirm that assignment of the base layer to the endpoint has been successful. From the left pane of the MMC, open Image Composer > Layer Assignments.

Figure 124: Layer Assignments Showing Base Layer Assigned, Pending Download

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The new base layer has been assigned to the endpoint, and Status is Pending. Eventually the Status changes to Downloading with a percentage complete.

9. Monitor progress of the application of the base layer from the MMC Task Monitoring pane.

Figure 125: Task Monitoring Showing Base Layer Assigned

An Assign Base Layer task has been created, and the Status of the application of that layer is In Progress. Progress is 0% at the beginning.

10. Check on the migrated Windows XP endpoint for progress of the base layer update. Open the endpoint and double-click the Horizon Mirage system tray icon. (If you are using a virtual machine endpoint, the base layer update cannot proceed until you power on the virtual machine.)

Figure 126: Beginning of Base Layer Update on the Endpoint

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The endpoint shows a Current Action of Layer Update with a percentage complete.

Note: The Current Base Layer is the name of the last-applied base layer, not necessarily the name of the base layer you are applying now. In this case, it is the migration base layer.

Over time, the Current Action field changes to Finalizing Layer Update.

Figure 127: Finalizing the Base Layer Update on the Endpoint

After the base layer download is complete, Horizon Mirage prompts the endpoint to reboot.

Figure 128: First Prompt to Reboot the Endpoint After Base Layer Update

11. Click Restart Now to reboot.

After the reboot, the base layer changes are downloaded to the endpoint.

Some device driver installations occur. Balloon text on the Horizon Mirage system tray icon indicates that you may need to restart the endpoint.

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Figure 129: Device Driver Updates on the Endpoint During a Base Layer Update

Horizon Mirage prompts the endpoint for another reboot.

Figure 130: Second Prompt to Reboot the Endpoint After Base Layer Update

12. Click Restart Now.

When the migrated Windows XP endpoint finishes its updates, the Horizon Mirage system tray icon is quiet, and the base layer update is complete.

13. Validate in the MMC that the base layer update was successful:

a. In Image Composer > Layer Assignments, check that the Layer field has the value of your base layer update, and not the previous migration base layer. Status of the base layer assignment (update) should be Done.

Figure 131: Base Layer Assignment Done in Layer Assignments Pane

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b. In Task Monitoring, Status is Done, and Progress is 100% complete.

Figure 132: Assign Base Layer Task Done in Task Monitoring

c. In Image Composer > Reference CVDs, the reference CVD from which the previous base layer came is listed. Activity is idle, and Progress is 100%.

Figure 133: Reference CVDs Showing Idle CVD

14. Validate on the endpoint that the base layer update is complete.

a. Open the endpoint.

The Horizon Mirage icon is unflagged, which means that no activity is going on.

b. Double-click the Mirage system tray icon.

The detail window opens. Current Action is Idle, and the Current Base Layer should be the one you just updated.

Figure 134: Base Layer Update Completed on Endpoint

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Creating an Application Layer on the Reference MachineCapturing an application layer requires the use of your reference machine. You do not have to capture a base layer on the reference machine before you capture an application layer. That is, an operating system is required, of course, but the definition of a Horizon Mirage base layer is not.

You will be able to deploy an application layer from a reference machine only to an endpoint with the same version of Windows as on the reference machine. Application layers need to be captured separately for deployment to Windows XP, Windows 7 32-bit, and Windows 7 64-bit endpoints. For example, you cannot deploy an application layer captured on Windows XP to a Windows 7 32- or 64-bit machine, and vice versa. And an application layer captured on Windows 7 32-bit cannot be deployed to Windows 7 64-bit, and vice versa.

Capturing an application layer has three stages:

1. Prescan – Horizon Mirage captures the image of the reference machine before you capture any applications. Use the Capture App Layer wizard for the prescan setup and launch.

2. Application installation – You install the applications on the reference machine.

3. Postscan and application layer creation – The Horizon Mirage Finalize App Layer Capture wizard (within the MMC menu choice of Image Composer > Reference CVDs) sets up the postscan of the reference machine after the applications are installed. Then the Finalize App Layer Capture wizard compares the postscan image to the prescan image and creates the application layer from the differences between the scans.

For further details on any steps, see the VMware Horizon Mirage App Layer Capture Guidelines.

Environment Preparation for Application Layer CaptureYou need to prepare your reference machine for the application layer capture.

1. Make sure your reference machine is clean. If you already captured a migration base layer or standard base layer from the reference machine, you do not need to roll back to the previous virtual machine snapshot.

2. Choose one or two applications for testing. Applications like Opera, Firefox, 7Zip, and Adobe Reader are quick to install and configure for the purposes of this exercise. You can include a custom application, but for an evaluation, a very basic application is best. Place your chosen application installers on the desktop of the reference machine.

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PrescanningCapture the system state of the reference machine in Horizon Mirage before installing any applications. The Capture App Layer wizard steps you through the prescan setup and then launches the prescan:

1. From the Mirage Management Console, select Common Wizards > Capture App Layer.

Figure 135: Capture App Layer Wizard in the MMC

The Select CVD window opens.

2. Select the reference CVD where you will create the application layer, and click Next.

Figure 136: Select CVD in Application Layer Capture Wizard

A dialog box opens to indicate that Horizon Mirage is updating required information.

Figure 137: Updating Required Information During Application Layer Capture Wizard

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3. You can cancel this if you already know the reference machine is clean.

The Validations window appears.

4. If any issues are listed, follow the instructions to remove the warnings or errors.

When you have resolved validation problems, the Validations window shows No compatibility issues detected.

Figure 138: Validations Window of Application Layer Capture Wizard

5. Click Next to continue.

A Summary window appears.

Figure 139: Summary During Application Layer Capture Wizard

6. Click Finish to start the prescan.

A message appears, asking if you want to switch to the task list view to monitor the prescan.

Figure 140: Prompt to Monitor Prescan During Application Layer Capture

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7. You can click Yes to monitor the progress of the prescan in the Task list view of the MMC.

The Task Monitoring pane opens in the MMC. The Capture App Layer task is proceeding. Status shows Performing App Layer pre-scan, and Progress shows a percentage complete. Horizon Mirage is doing a prescan of the reference machine before application installation.

Figure 141: Prescan of Reference Machine During Application Layer Capture

8. Monitor progress on the reference machine during the prescan. Open the reference machine and read the popup balloon on the Horizon Mirage system tray icon.

Figure 142: Progress Window During Application Layer Prescan

Soon Horizon Mirage reports with a popup balloon that the prescan is complete.

Figure 143: Completion of the Application Layer Prescan

A red “recording” flag also appears on the Horizon Mirage system tray icon.

9. Confirm in the MMC that the prescan is complete. Navigate to the Task Monitoring pane in the MMC.

The Status is Recording App Layer, and the Progress is 25%. The prescan is done, and the Recording App Layer state will continue during application installation.

Figure 144: Status Is Recording App Layer in Task Monitoring After Prescan

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10. Confirm in the reference machine that the prescan is complete. Double-click the Horizon Mirage system tray icon.

The detail window shows that Current Action is Recording App Layer.

Figure 145: Reference Machine Ready to Record Application Installations

The prescan is complete, and the Recording App Layer state is your cue to install applications on the reference machine.

Installing ApplicationsAfter the prescan, the reference machine is in the Current Action state of Recording App Layer. Horizon Mirage will record the application installation process.

When you install the applications, apply any application updates and patches, and customize global settings or configurations. Application installation may require rebooting, in which case Horizon Mirage reminds you to complete the application installation.

Important

•Donotspecifyconfigurationsspecifictooneuserinanapplayer.Youcanhowever,specifyglobaloptionsfor all users. If an application prompts you to specify users for an option, choose all users. Then the configurations captured in the app layer are applicable to all recipients.

•Becarefulaboutanychangesyoumakewheninstallinganapplication.Thesechangeswillbepropagatedtothe reference machine image. For example:

- Do not install software updates or applications you do not want to capture

- Avoid hardware changes, domain membership changes, and any similar unnecessary configurations

- Do not launch other applications or Windows components that are not required by the installation process of the application you are capturing

- Avoid running GPO scripts on the machine during the application installation process

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•Toreduceconflictsbetweenapplicationsfromdifferentvendors,installapplicationsfromthesamevendorinthe same application layer. Or use VMware ThinApp virtual application packages to isolate applications from each other, and you do not need to worry about application conflicts.

•Avoidapplicationslicensedtothehardware,whichrequireactivation.Deliveringsuchapplicationsviaapplayer usually triggers re-activation of the software at the endpoints. Instead, install applications with volume licenses.

•Becarefulaboutanyfileorregistrychanges,suchasHorizonMiragepolicyconfigurations.Thesechangesbecome part of the captured app layer. Especially avoid entering sensitive information.

Install and comfigure your test applications on the reference machine. After you have installed and configured some test applications, you can proceed to the postscan.

Postscanning and Application Layer CreationAfter you complete the installation, updates, and configuration of your applications, including any required machine reboots, you are ready for the application layer postscan. After postscan, Horizon Mirage will compare the prescan to the postscan and create the application layer.

1. In the MMC, from the left pane, select Image Composer > Reference CVDs.

2. In the right pane, select the same reference CVD you have been working with, right-click and select Finalize App Layer capture.

Figure 146: Choosing Finalize App Layer Capture

The Finalize App Layer Capture wizard prepares the reference machine for the postscan and the creation of the application layer.

A dialog box opens indicating that you can wait for the list of recorded applications to be constructed.

Figure 147: Dialog Box About Waiting for the Application List

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Troubleshooting tip: If you decide not to wait for the list to be constructed, the list may include applications in the base layer which you did not want to capture in the application layer.

The Review Recorded Applications window appears.

Figure 148: Review Recorded Applications Window in Finalize App Layer Capture

3. Review the list of applications you installed.

Clicking Show Updates displays any hot fixes for Windows that you installed during the application installation phase.

4. Click Next.

The Capture App Layer window appears. Defaults are entered for the application layer Name and Description, based on the applications you installed. The first Version is always 1.0.

Figure 149: Capture App Layer Window During Postscan

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5. Select Create a new layer, and either accept the automatically entered application layer details, or specify new information. Click Next.

A Validations window appears. Follow the onscreen instructions to remove any validation warnings or errors.

Figure 150: Validation Check Completed During App Layer Postscan

6. Click Next to continue.

7. If you have installed Microsoft Office 2010, a window prompts you to specify the license files.

Figure 151: License Key Entry During the Application Layer Postscan

8. Specify your Office volume license if important for this evaluation, and click Next.

A Summary window appears.

Figure 152: Summary After Finalize Application Layer Capture

9. Click Finish to start the final application layer capture processing.

A dialog box opens to ask if you want to monitor the remainder of the application layer capture.

Figure 153: Dialog Box to Monitor the Remainder of the Application Layer Capture

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10. Click Yes to monitor the action in Task Monitoring in the MMC.

The Task Monitoring pane opens in the MMC.

Figure 154: Waiting for the Device to Upload During Application Layer Capture

The Capture App Layer task shows the Status of Wait for device upload.

11. Monitor the progress of the postscan and application layer creation in the MMC.

a. Continue to watch progress in the Task Monitoring pane in the MMC.

b. Navigate to Image Composer > Reference CVDs. Watch the Activity of the reference machine CVD proceed from initializing upload to upload. Horizon Mirage is uploading the new application layer to the datacenter.

Figure 155: Reference CVD Being Uploaded

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12. Also monitor progress of the application layer capture in the reference machine. Open the reference machine and double-click the Horizon Mirage system tray icon.

The Current Action proceeds through Initializing App Layer Recording, Initializing App Layer Capture, Idle, Initializing Upload, and Upload. Horizon Mirage is uploading the new application layer to the datacenter.

Figure 156: Initializing Application Layer Capture on the Reference Machine

Figure 157: Uploading the Desktop Image from the Reference Machine to the Datacenter

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13. Confirm in the MMC that the application layer has been created.

a. In the Task Monitoring pane of the MMC, note that the application layer has been created. Status is Done, and Progress is 100%.

Figure 158: Task Monitoring Showing Application Layer Created

b. In Image Composer > App Layers in the MMC, note the new application layer. The new application layer has been captured from the reference machine and uploaded to the datacenter.

Figure 159: App Layers Window Showing New Application Layer

c. In Image Composer > Reference CVDs, notice that the reference machine is idle again after the new application layer has been uploaded to the datacenter.

Figure 160: : Reference Machine Is Idle After Upload of the Application Layer to the Datacenter

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14. Confirm in the reference machine that the application layer capture is completed. Open the reference machine and double-click the Horizon Mirage system tray icon.

The Current Action is Idle.

Figure 161: Reference Machine at Rest After Application Layer Capture and Upload

Horizon Mirage has completed the postscan, compared the prescan to the postscan, and constructed an application layer consisting of the differences between the two scans. The installation and configuration of applications makes entries in the file system and registry of the reference machine. The application layer consists of these differences, and you transfer those differences to endpoints when you apply the application layer.

You can now apply the application layer to the endpoint.

Assigning an Application Layer to an EndpointAfter you create an application layer, you can assign it to endpoints. Assigning an application layer downloads and applies the application layer to the endpoint. After a reboot of the endpoint, the application layer is applied to the endpoint for the first time, or the updated version of an application layer replaces a prior version.

Endpoints must have a base layer already assigned and deployed in order for application layers to be applied.

Before you begin the assignment of the application layer to the endpoint, take a virtual machine snapshot of the endpoint. Do this in Workstation, Fusion Pro, or vSphere, according to instructions with these products.

This allows you to roll back the endpoint to its current state, if needed.

Note: This virtual machine snapshot is a different entity from a Horizon Mirage snapshot or a Horizon Mirage desktop image in the datacenter.

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The virtual machine snapshot is insurance against your going astray in these exercises. Horizon Mirage automatically takes a snapshot of the endpoint before you apply an application layer, so you also have a Horizon Mirage snapshot to roll back to.

Assign the application layer you created to the endpoint you migrated to Windows 7.

1. In the Mirage Management Console, select Common Wizards, then click Update App Layers. This wizard assigns and applies an application layer to an endpoint for the first time, or updates a prior application layer.

Figure 162: Update App Layers Wizard in the MMC

The Select CVDs or Collections window appears.

Select the CVD (endpoint) you want to update. Then click Select.

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The details on the selected CVD appear in the bottom pane.

Figure 163: Select CVDs or Collections Window During Application Layer Assignment

You are selecting the endpoint CVD because Horizon Mirage compares the application layer on the reference CVD to the endpoint CVD in the datacenter to determine the differences between the two. Only the differences will be downloaded from the reference CVD to the endpoint.

2. Click Next.

The Select App Layer window appears.

Figure 164: Select App Layer Window During Application Layer Assignment

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3. In the Select App Layer window, from the Available layers pane on the left, select the application layer that you want to apply to the endpoint, then click the right arrow to move the selected application layer to the Assigned layers pane on the right.

Figure 165: Selecting an Application Layer During Application Layer Assignment

Layers highlighted with gray have already been assigned to some endpoints. Application layer details appear in the bottom pane.

4. Click Next.

An Image Validation page appears, and warnings appear for mismatches between the application layer on the reference CVD and the endpoint CVD in the datacenter.

Figure 166: Image Validation Window During Application Layer Assignment

Horizon Mirage checks to make sure the application layer on the reference CVD and the endpoint CVD in the datacenter have the same operating system and type (32- or 64-bit). If they are different, Horizon Mirage reports an issue and will not download the application layer.

Horizon Mirage also checks whether the endpoint CVD has the required drive letter included for the application layer. If the endpoint CVD does not have the correct drive letter, Horizon Mirage does not download the application layer.

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5. You can cancel the application layer assignment to fix the endpoint, or you can ignore warnings that are not applicable. Click Next to continue.

A Summary window appears.

A Summary window appears.

Figure 167: Summary Window of Application Layer Assignment

6. In the Summary window, click Finish.

This completes the administrator’s tasks for assigning the application layer to the endpoint. When the endpoint next connects to the network, Horizon Mirage downloads and applies the application layer automatically.

7. Open the endpoint and double-click the Horizon Mirage system tray icon. (If you are using a virtual machine endpoint, the application layer assignment (update) cannot proceed until you power on the virtual machine.)

Figure 168: Endpoint Initializing Layer Update for an Application Layer

The Current Action is Initializing Layer Update, with a percentage complete. The Current Action changes over time to Layer Update and then Finalizing Layer Update.

During download, only new files and incremental changes to existing files on the target endpoint are transferred. Before and during the download, Horizon Mirage ensures that enough disk space is available to proceed with the download.

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To monitor the application layer download and integration to the endpoint, on the MMC:

1. From the left pane of the MMC, select Task Monitoring. An Update App Layers task Name appears in the list. At first, the Status is In Progress and the Progress is 0%.

Figure 169: Task Monitoring Showing Update (Application) of the Application Layer In Progress

2. From the left pane of the MMC, select Image Composer > Layer Assignments.

Figure 170: Layer Assignments Showing In-Progress Update of the Application Layer

At first, the Status is Pending in Layer Assignments, and, then, as Horizon Mirage downloads the application layer to the endpoint, the Status becomes Downloading with a percentage complete.

3. Continue to check Task Monitoring and Layer Assignments in the MMC as you watch the Current Action in the detail window of the Horizon Mirage system tray icon on the endpoint.

In Layer Assignments on the MMC, you will notice that the Status becomes Downloading (0%) again during the Finalizing Layer Update stage on the endpoint.

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At a particular point, the Current Action on the endpoint becomes Pending Reboot, and Horizon Mirage prompts the endpoint to reboot to complete the application delivery process.

Figure 171: Prompt to Restart the Endpoint to Continue System Update During Application Layer Update (Assignment)

4. Reboot the system by clicking Restart Now.

After the reboot, Horizon Mirage continues the system update. The Current Action changes to Completing system update, with specifics about the exact update action.

Figure 172: Completing System Update on the Endpoint During Application Layer Update (Assignment)

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You may notice Current Action states on the endpoint of Initializing Upload, Upload, and Idle. These cycles of activity are hourly system snapshots that Horizon Mirage requires for internal use. They are not part of the application layer update.

Confirm on the endpoint that the application layer has been applied:

1. Open the endpoint and double-click the Horizon Mirage system tray icon. The Current Action is Idle.

Figure 173: Endpoint After the Application Layer Has Been Updated (Applied)

2. Check that the applications you installed in the application layer have been transferred to the endpoint, with their customizations. Launch the applications to test them.

Note: Horizon Mirage separates application customizations into two categories: system-wide configurations and user configurations. For example, if you have captured a browser in an application layer, browser proxy settings are transferred with the application layer as system configurations, but the browser home page is not transferred with the application layer because it is part of user data.

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3. The applications in the application layer should also appear in the list of installed programs on the endpoint. To check this, you can navigate to Control Panel > Programs > Programs and Features and find the applications you installed in the application layer.

Figure 174: Applications Installed in the Application Layer Appear in the Installed Programs List on the Endpoint

Confirm in the MMC that the application layer has been applied to the endpoint:

1. From the left pane of the MMC, select Task Monitoring. The Update App Layers task shows a Status of Done and Progress of 100% for the application layer you applied to the endpoint.

Figure 175: Task Monitoring Showing Completed Application Layer Update

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2. From the left pane of the MMC, select Image Composer > Layer Assignments. The Update App Layers assignment has a Status of Done.

Figure 176: Layer Assignments Showing Completed Application Layer Update

You have successfully created an application layer and applied it to an endpoint.

Using Horizon Mirage for Desktop Recovery

If disaster strikes, and a user’s computer fails or is missing, you can use Horizon Mirage to restore the desktop image to a new or reformatted hard disk or to a replacement endpoint, with little user downtime. The Horizon Mirage layering of the desktop image enables you to do a full or partial restoration. For disaster situations, the Horizon Mirage Disaster Recovery wizard is the answer.

For more frequent desktop repair scenarios, you can restore from a previous snapshot of the desktop image. You can restore either the system files only, or both system files and user data. For this kind of desktop repair, you use the Horizon Mirage Revert to Snapshot menu choice.

Horizon Mirage provides various paths to recover and repair a user endpoint. You can

•Restoreadesktopimagetoareplacementendpoint-Todothis,theadministratorusestheDisasterRecoverywizard. For details, see Restoring a CVD Using the Disaster Recovery Wizard in the VMware Horizon Mirage Administrator’s Guide.

•Restoreadesktopimagetoanewdiskdriveonthesameendpoint–Todothis,theadministratorusesthe Disaster Recovery wizard. For details, see Restoring a CVD Using the Disaster Recovery Wizard in the VMware Horizon Mirage Administrator’s Guide.

•Restoredesktopdatatothecurrentendpoint–Eithertheadministratorortheendusercanrestoredatatoan endpoint. The administrator uses the MMC to restore data from a previous snapshot. You will practice the administrative procedure of restoring from a snapshot in these exercises. For more details, see Restoring CVD Snapshots in the VMware Horizon Mirage Administrator’s Guide.

The end user can also restore a file or directory to their own endpoint. To recover a previous version of a file or directory from a Horizon Mirage snapshot, the user right-clicks on the file or directory and selects Mirage Restore. To recover a deleted file from a snapshot, the user right-clicks the directory where the file was stored and selects Mirage Recycle Bin. For details, see File-Level Restore and Directory-Level Restore in the End-User Operations chapter of the VMware Horizon Mirage Administrator’s Guide.

In this scenario, imagine that a user has deleted a file and needs IT to restore it for them. The user has the option of restoring their own file, but this exercise demonstrates how IT can solve the problem.

Before you begin the revert-to-snapshot process for the endpoint, take a virtual machine snapshot of the endpoint. Do this in Workstation, Fusion Pro, or vSphere, according to instructions with these products.

This allows you to roll back the endpoint to its current state, if needed.

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Note: This virtual machine snapshot is a different entity from a Horizon Mirage snapshot or a Horizon Mirage desktop image in the datacenter.

The virtual machine snapshot is insurance against your going astray in these exercises. Horizon Mirage automatically takes a snapshot of the endpoint before you revert to snapshot, so you also have a Horizon Mirage snapshot to roll back to.

To restore an endpoint by reverting to a snapshot of the desktop image:

1. In the MMC, select Inventory > All CVDs.

2. Right-click the CVD to which you want to restore and select Revert to Snapshot.

Figure 177: Revert to Snapshot Menu Choice in the MMC

The Revert CVD window appears.

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3. Carefully select the snapshot to which you want to revert. In this case, restore to the snapshot before you applied the application layer.

Notice the list of CVDs and snapshots in the Revert CVD window. The bottom snapshot is the original CVD. Each subsequent snapshot is either the saved daily snapshot or a snapshot taken before a migration or layer update.

Figure 178: Revert CVD Window in Revert to Snapshot

4. For this exercise, deselect Restore system only.

The Restore system only checkbox is a toggle:

- Selecting Restore system only preserves existing user files, and restores only the operating system and applications of the selected snapshot. If this selection is chosen, user data is available in the Mirage Deleted Files Archive.

- Deselecting Restore system only restores not only the operating system and applications of the selected snapshot, but also user data from the time of the snapshot. Everything not in the snapshot will be erased from the endpoint.

5. Click Next.

Another Revert CVD window appears, this time with a validation check.

Figure 179: Second Revert CVD Window in Revert to Snapshot

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6. Click Next.

The Summary window appears.

Figure 180: Summary Window of Revert to Snapshot

7. Click Finish.

A dialog box prompts you to switch to the Task List view to monitor progress of the reversion to a snapshot.

Figure 181: Prompt to Monitor Task List for Revert to Snapshot

8. Click Yes to monitor the progress of the operation.

The Task Monitoring pane opens.

Figure 182: Task Monitoring at the Beginning of the Revert CVD Task

At first, Status is Wait for devices disconnection and Progress is 0%. Very quickly, the Status changes to Done, and Progress is 100%. However, the process is not yet complete.

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9. Monitor progress on the endpoint. Open the endpoint and double-click the Horizon Mirage system tray icon.

Figure 183: Endpoint at Beginning of the Restore-to-Snapshot Process

The Current Action on the endpoint progresses from Initializing Restore – Prefetch, with a percentage complete, to Restore – Prefetch to Finalizing Restore – Prefetch.

10. Monitor the progress of the CVD in the MMC. From the left pane of the MMC, select Inventory > All CVDs.

You may at first see an Activity of initializing upload, with a percentage complete in All CVDs, then an Activity of idle. This is the snapshot that Horizon Mirage automatically takes before reverting to a snapshot. You will see the same status in Current Action for the endpoint, if you look at the detail of the Horizon Mirage system tray icon. Wait for this snapshot to complete, then monitor the revert-to-snapshot process.

The Activity for the CVD parallels that of the Current Action on the endpoint. Activity starts with initializing restore - prefetch with a percentage complete, then proceeds to restore – prefetch and to finalizing restore - prefetch.

Figure 184: All CVDs Pane at the Beginning of Restore to Snapshot

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Soon, the Activity changes to pending reboot, and Progress is 100%. This gives you a cue to check the endpoint.

Figure 185: All CVDs Showing Pending Reboot During Revert to Snapshot

11. Open the endpoint to which you are restoring the snapshot.

Figure 186: Prompt to Reboot the Endpoint During Snapshot Restore

The endpoint is waiting for a reboot so that the snapshot restore can complete.

12. Click Restart Now.

A status message appears.

Figure 187: Status Message on Endpoint During Snapshot Restore

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When possible, log back in to the endpoint. This reboot completes your required actions to revert an endpoint to a previous snapshot. You can monitor the progress of the process on the endpoint.

13. Double-click the Horizon Mirage system tray icon on the endpoint that you are reverting to a snapshot.

The detail window of the system tray icon progresses from a Current Action stage of Completing system update…Waiting for plug-and-play completion to Idle.

Figure 188: Endpoint After Reboot During Restore to a Snapshot

Confirm on the endpoint that the desktop is restored to its previous state.

1. Examine the Horizon Mirage system tray icon.

If you see a Current Action of Initializing Upload, the endpoint is uploading an automatic internal system snapshot to the datacenter.

Wait for this upload to complete and check that the Current Action is Idle.

Figure 189: Endpoint Confirmed as Reverted to a Snapshot

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2. On the endpoint, open Start > Control Panel > Programs > Programs and Features.

Figure 190: Applications in the Application Layer Are No Longer Installed

Check for the applications that you installed in the application layer. They should be gone from the list of installed applications.

Confirm in the MMC that the endpoint has reverted to your chosen snapshot.

1. In the Task Monitoring pane of the MMC, check the Revert CVD task.

Figure 191: Task Monitoring with Revert to CVD Complete

The Status should be Done, and Progress at 100%.

2. From the left pane of the MMC, select Image Composer > Layer Assignments.

Figure 192: Layer Assignments No Longer Shows the Application Layer Assigned to the Endpoint

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The assignment of the application layer to the restored endpoint is no longer in the Layer Assignments list. When you restored to the snapshot before the application layer was applied, Horizon Mirage erased the application layer assignment to the endpoint.

3. From the left pane of the MMC, select Image Composer > App Layers.

The application layer you created is still available. If you wanted to, you could reassign the application layer to the endpoint.

Figure 193: Application Layer Available in App Layers List

4. From the left pane of the MMC, select Inventory > All CVDs.

When the automatic internal system snapshot is completely uploaded, the Activity for the endpoint will be idle and Progress 100%.

Figure 194: All CVDs Showing Completion of Revert to Snapshot

You have successfully reverted an endpoint to a previous snapshot.

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VMware, Inc. 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877-486-9273 Fax 650-427-5001 www.vmware.comCopyright © 2013 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed athttp://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies. Item No: VMW-RG-HORIZONMIRAGE-USLET-02130226-WEB

Additional ResourcesVMware Horizon Mirage product web page

VMware Horizon Mirage evaluation web page

VMware Horizon Mirage Community Forum

VMware Horizon Mirage Blog

VMware Horizon Mirage product documentation

- VMware Horizon Mirage Administrator’s Guide

- VMware Horizon Mirage App Layer Capture Guidelines

- VMware Horizon Mirage Web Manager

About the Author and ContributorsTina de Benedictis, Senior Technical Marketing Manager in End-User Computing at VMware, wrote this document.

The following individuals contributed content to this guide:

- Mark Ewert, Architect, End-User Computing Technical Enablement, VMware

- Mayer Iny, Technical Writer, VMware

- Manrat Chobchuen, Technical Solutions Architect, End-User Computing, VMware

- Peter Schraml, Senior Systems Engineer, End-User Computing, VMware

- Tom Nikl, formerly at VMware in End-User Computing as Product Marketing Manager for VMware Horizon Mirage

To comment on this paper, contact the VMware End-User Computing Solutions Management and Technical Marketing team at twitter.com/vmwareeucsmtm.