How to help customers install deploy and migrate to the v realizeoperations manager 6.0

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New Installations

vRealize Operations Manager 6.0Pre-Installation Considerations

• Best practices are evolving – this is a brand new version!!

• Proper sizing impacted by how many and what kind of Management Packs, objects (VM, Host, etc.), metrics, polling intervals, migration data, etc.

• Review documentation to determine node and cluster sizing• Verify adequate CPU / Memory / Disk is available• All data nodes in a cluster must be the same size• Use static IP addresses for Master & Master Replica• Node names should resolve in DNS forward / reverse / short / long• IP pools NOT required

CONFIDENTIAL 5

vRealize Operations Manager 6.0Installation Workflow

Deploy OVF to create Master Node

Run Master Node setup

(optional) Enable HA

First-time login to Product

(optional) Setup Data nodes

(optional)Setup Remote Collector

Configure a new installationConfigure an upgrade

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Sizing and Scalability

vRealize Operations Scalability

CONFIDENTIAL 8

Sizing by numbers:• Maximum number of 64,000 objects

– Five times better than 5.8.x, up from 12,000

• Maximum cluster size is a 8 node cluster• Does not include remote collectors• Certified for up to 30 remote collectors per cluster• 30 Adapter instances per cluster are supported• 4 concurrent users per node (or better)• High availability will use double resources and reduce maximums

– Objects down from 64,000 to 32,000

Node Sizing• Complete sizing and installation details

– Reference: vRealize Operations Manager vApp Deployment and Configuration Guide– Use the sizing guide and KB article 2093783 for correct sizing

• Four sizing options – mix of different sizing is not supported• Remote collector sizing – standard and large

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Metric Collection Profiles

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• Sizing is based on the 6.0 Default Metric Collection Profile• Balanced and Full Metric Collections Profiles go away:

– We now use the policies to control– Default is what we used to call “balanced”

• What if I migrate?– If you have Full, you will be moved to Balanced– The data will come over for historical purposes– But you will need to go into the policies and manually add the collections you need

How Many Nodes and Which Size?• Basic sizing guidelines (VMware® KB2093783)

– VMware Sphere® only

• Remote collectors are not part of this calculation

CONFIDENTIAL 11

How to Size an Advanced Environment (1)

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• Necessary when deploying any management packs besides VMware® vCenter Server™• Use the Advance Sizing Guideline Worksheet (VMware KB2093783)• Some management packs are included in the sizing documents (e.g. v4v)

– Fill in the number of objects

• For the remaining adapters it is best practice to test their size

How to Size an Advanced Environment (2)• Build a special vR Ops to help with sizing

– Take your best guess how to size this vR Ops (SM, MED, LG)– We will likely delete this vR Ops at the end

• Connect each adapter instance to this vR Ops – let it run for one hour– Add up the results in the Adapter Instance section shown below

• You can connect and disconnect adapter instances as needed to not overwhelm the system

Use this dataMake sure to click each node from table

above

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Can I Migrate?What can be migrated and when to be careful

Upgrade = Migration

No in-place upgrade

UI VM

Custom WebApp

Admin WebApp

Capacity analytics

Rolled up capacity dataPostgres DB

vSphere WebApp

Analytics VM

Metric Data

Postgres DB FSDB

Collector

ActiveMQ

Performance analytics

OpenVPN

Collector

Product/Admin UI

Persistence

Analytics

Controller

HIS

Node

FSDB xDB

CONFIDENTIAL 14

Migrations Can Be Challenging• Customers can do simple scenarios by themselves

• Complex cases should be planned, tested and considered as professional services engagements

• For full migration details– Reference: vRealize Operations Manager Customization and Administration

Guide

• Considerations:– Sizing requirements– Performance considerations– Access rights changes– New grouping considerations– Custom dashboards– Custom reports

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Three Options for Migration

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• Start Fresh– No configuration and data is migrated– Usually combined with parallel operation of vC Ops & vR Ops– Typical scenario: No configuration and or test operation only

• Migrate only configuration– Good if no data needs to be migrated, but configuration should be preserved– Usually combined with parallel operation of vC Ops & vR Ops

• Migrate data and configuration– If everything should be preserved

Configuration and Data Migration or Start FreshConsider the extent to which 5.x is driving your customer’s operational decisions:

Is vCenter Operations Manager used for performance and health monitoring?• Do you act upon the performance alerts that are generated by vCenter Operations Manager?

Is any aspect of data in vCenter Operations Manager feeding another production system?• Raw metrics, alerts, reports, emails, etc.

Do you have a company policy to retain monitoring data?• Does your current vCenter Operations Manager instance fall into this category

If you answered YES to any of these questions you are a candidate for a FULL migration

Is vCenter Operations Manager 5.x used for capacity planning?• Actively reclaiming waste

• Re-allocating resources

• Running “what if” capacity planning scenarios for future projects.

• Adding resources based on stressed objects

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Migrate Configurations Only or Start FreshConsider the extent to which you have configured your 5.x deployment

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The current configuration is good and validated• Dashboards• Policies• Users• Super Metrics

I do not need to save the data I have collected• Just running in TEST• Not really using the data yet• Would operate a while side by side

If you answered YES to the above questions you are a candidate for a Configuration Only migration

Can I Do It Myself? Do I Need Help?• Regardless of migration or fresh installation???, all customers should answer these questions

• Use the chart below to score each of the items associated with your current vC Ops 5.x + environment in order to determine the “Complicating Factor” score

CONFIDENTIAL 20

Factor Notes

• if you have a single instance of vC Ops v5.x - GREEN• Multiple instances of vC Ops – YELLOW• If you have multiple instances where one includes a VDI – RED

Multiple instances may have been deployed for scaling concerns, operational usage patterns, or because VDI (V4V monitoring) and non-VDI vC Ops instances were necessary.

if your vC Ops system is manually configured for more than the default 6 months of historical data or adjusted the polling frequency - YELLOW

Exceptionally large data set will lengthen the overall time needed to complete the migration and therefore introduces risk which VMware Support can help to mitigate.

Can I Do It Myself? Do I Need Help?

CONFIDENTIAL 21

Factor Notes

Reference the vRealize Operations Management Pack 6.0 compatibility guide posted to solutions exchange:

• If you have a RED Management Pack – RED• If you have a YELLOW or Green Management Packs - YELLOW• If you have only GREEN Management Pack – GREEN

vRealize Operations 6.0 will support all official vRealize Management Packs but insuring the right version of the Management Pack is installed into v6.0 prior to migration, and that sufficient validation of associated Data, Dashboards, Alerts, etc are migrated is a 'complicating' factor.

MGMT Pack Compatibility Matrix

CONFIDENTIAL 22

Advanced Management Packs

Version Works with 5.8 Use 5.8 MGMT Pack for 6.0 (Data

Migrated)

Works Only on 6.0 Supports 5.8 MP to6.0 MP Upgrade (Data Migrated)

Migration Assessment

VMware vCloud® Networking and Security

1 ✔ ✔ ✗ N/A

vCloud® Air™ 1 ✔ ✔ ✗ N/A

VMware NSX™ for Multi-Hypervisor

1 ✗ ✔ N/A

VMware NSX™ for vSphere

2 ✔ ✔ ✗ N/A

Storage Devices 1 ✔ ✗ ✗ ✗Storage Devices 2 ✗ N/A ✔ N/A

EMC Smarts 3 ✔ ✔ ✗ N/A

Amazon Web Services 1 ✔ ✔ ✗ N/A

Hyperic ✔ ✔ ✗ ✔Hyperic 6 ✗ N/A ✔ N/A


CONFIDENTIAL 23

Factor Notes

If the sizing requirements suggest the need for a multi-node v6.0 deployment. (See the v6.0 Sizing Guide for details) – YELLOW

If the sizing requirements suggest the need for more than one v6.0 clusters/instances – RED

VMware Partner Support or Professional Services could be used to validate against an available sizing guide and consider the proper selection of Node size (XS, S, M, L)

Was the original implementation done by VMware Professional Services – RED

If the current vC Ops system(s) have VMware Professional Services, or you did deep-level customizations like custom integrations, scripting, non-standard configurations, use of Multi-Level Alerting, Custom Reporting, etc. – RED

These unique features are a complicating factor, any migration etc.needs to be validated upfront intensively


CONFIDENTIAL 24

Factor Notes

If the current vC Ops instance(s) is the Windows/Linux"installable" form factor and/or vRealize Operations 6.0 is expected to be the Linux/Windows installable form factor. - YELLOW

This scenario will need to be validated, why was “installable” chosen, this usually comes with VMware customizations, which would require validation with VMware first.

If the new High-Availability deployment architecture is desired. - YELLOW

The suggested approach is to enable High-Availability AFTER the migration and validation is complete. Validate the approach upfront.

If the v5.x deployment(s) required the use of Remote Collectors. This is typically due to scale, offloading of incremental load, remote data centers or secure communication reasons. - YELLOW

VMware Professional Services will assist in the consideration of the use of Remote Collectors (or re-consideration if v5.x employs Remote Collectors)

Complication Factor Score Explained

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• If you see a factor that is RED– You should contact your VMware Partner account team or VMware Professional Services (if they

were involved with v5.x) before you proceed

• If you see any YELLOW factors– You should use caution: a validation/ test might help you to validate if the suggested approach is

applicable. If not, you should consider working with VMware Partner Support or your customer should involve VMware Professional Services for the migration

• All GREEN?– Do not expect any major issues and expect a smooth migration

VMware Provided PSO Services(Available to partners as SET’s and Services IPs)

CONFIDENTIAL 26

• vRealize Operations Manager Upgrade (also known as Migration) service (new for v6):– Migration service to move the legacy vCenter Operations Manager configuration and / or data to

vRealize Operations Manager instances– Sized correctly for existing v5.x capabilities and functionality

• Performance and Capacity Management Accelerator (updated)Includes basic product install and product knowledge transfer:– VMware vRealize™ Operations Manager™– VMware vRealize™ Hyperic® (optional)– VMware vRealize™ Infrastructure Navigator™ (optional)– VMware vRealize™ Log Insight™ (optional)

VMware Provides PSO Services(Available to partners as SET’s and Services IPs)

CONFIDENTIAL 27

• Performance and Capacity Management Design and Deploy (updated)– vRealize Operations Manager– vRealize Hyperic (optional)– vRealize Infrastructure Navigator (optional)– vRealize Log Insight (optional)– Operations Transformation Services, OTS (optional)

v5 to v6Migrations from vCenter OperationsManager to vRealize OperationsSide-by-Side Process

Upgrade = Migration / Side-by-Side

CONFIDENTIAL 28No in-place upgrade

UI VM

Custom WebApp

Admin WebApp

Capacity analytics

Rolled up capacity dataPostgres DB

vSphere WebApp

Analytics VM

Metric Data

Postgres DB FSDB

Collector

ActiveMQ

Performance analytics

OpenVPN

Collector

Product/Admin UI

Persistence

Analytics

Controller

HIS

Node

FSDB xDB

Migration Options

CONFIDENTIAL 30

• Multiple 5.x instances to one 6.0 cluster– Migrate one by one

• vCenter Operations for View® instances into the same 6.0 cluster– Migrate one by one.

• Supported migration form factors– 5.x vApp 6.0 Virtual Appliance– 5.x Win/ Linux installable 6.0 Virtual Appliance– 5.x Win/ Linux installable 6.0 installable– Virtual appliance is preferred!

• Options for migrations– Migrate data and configurations– Migrate configurations and resources only

Migration Prerequisites and Preparation

CONFIDENTIAL 31

• For full migration details:– Reference: vRealize Operations Manager Customization and Administration Guide– Pay special attention to the sections before embarking on a migration:

• Decision to migrate or newly configure vRealize Operations Manager• Complexity of your environment: do you need PSO?

• Upgrade source systems to 5.8.1 or greater:– Including upgraded adapters where applicable, check release notes and with Adaptor vendors

• Bring up new instance(s) of the 6.0 Virtual Appliance as necessary:– Reference: Sizing guidelines in the vRealize Operations Manager vApp Deployment and

Configuration Guide• Create and start the 6.0 cluster

Migration Challenges

CONFIDENTIAL 32

• There is no roll back when a migration fails and does not restart– Create a snapshot of the entire 6.0 system– Failed migrations mean you can revert back to before migration– The source 5.x environment will still be running and collecting– Start a new migration to a new 6.0 instance– Call VMware Support Services if it persists

• Ensure the 6.0 system time is synced with the 5.8.x– Time zones in these two systems do not need to match

• Do not connect your 6.0 to a vCenter Server you are planning to migrate data for from a vCenter Operations Manager (vC Ops) 5.8– If you do, those objects will already exist in the 6.0 system and create a conflict

• Do not attempt a migration with 6.0 High Availability (HA) enabled– If migration requires HA, it is slowed down (requires twice the resources)

Migration Process

CONFIDENTIAL 33

• Run the Migration wizard:– Check 6.0.0 computing resource capacity: disk space, CPUs and memory– Installs a Migration Agent on the Source vC Ops 5.8.x environment– Alerts you to which Management Packs packs are needed. If the Management Pack does not exist on

6.0 data will NOT be migrated

• Migration can take a long time (hours or days, be patient)

• Many factors can impact migration performance, i.e. network bandwidth, underlying storage, thin provisioned disks, amount of data and resources, etc.– 6.0 can be monitoring previously discovered objects while migrating new objects

• Once migration is completed, the new data collection will begin automatically

Data and Configuration Migration Examples

CONFIDENTIAL 34

Migrated• Inventory and history

– Objects, relationships, properties, metric keys

• Metric data– All management (FSDB) and Capacity/Efficiency

• Alert Definitions

• Notification plugins/ configurations

• Applications and tiers

• 5.x polices and Attribute packages (converted to 6.0 policies)

• Authentication data– User accounts, user groups

• Configurations– Dashboards, tags, super metrics,

custom groups

NOT Migrated• Standard reports

• Custom reports

• Report templates

• Management Packs– Must be manually installed on target

• User password policy

Alert Migrations

CONFIDENTIAL 35

• Alert definitions will be migrated:– New alerts will be generated, as needed, based on the 6.0 alert definitions

• Notification plugins and configurations• KPI thresholds will become symptoms• Dynamic threshold violations become symptoms• Existing alerts (not definitions) will not be migrated, as they shall raise again if still existing

User Migrations

CONFIDENTIAL 36

• Users in vR Ops 6.0 will be migrated:– Local users (custom UI created)– vCenter based users– LDAP/ Active directory users/ user groups.

• User privileges and configuration may not be fully consistent:– Validate users to ensure correct sure access rights

Groups and Policies Migrations

CONFIDENTIAL 37

• 5.x policies will be migrated to 6.0:– As derived policies– Policy settings are not migrated (many are now N/A):

• Groups badge thresholds• Oversized virtual machines settings• Configure alerts section• Forecast and trends• Custom group associations• Under use settings

• Attribute packages will be converted to new policies• In 6.0 all resources are associated with "Default Policy”• Tags and custom groups will be converted to groups

Metrics Migrations

CONFIDENTIAL 38

• Super Metrics will be migrated:– Added to the policies– Turned off by default, you will need to manually turn them back on if still relevant

• Metrics that were disabled in version 5 attribute packages will be enabled in the corresponding version 6 policy– If there are enabled symptoms defined in version 6 that are based on those metrics

Dashboards and Reports Migrations

CONFIDENTIAL 39

• Custom UI dashboards will be migrated:– Dashboards require manual testing after migration– If any objects are not migrated, the associated dashboards will not display data or configurations will

drop out completely– If the same dashboards are already present in 6.0, they will be renamed with an number suffix

(“dashboard 1”, “dashboard 2”, etc.)• vC Ops 5.x reports will not be migrated

– Export to .csv or PDF, move off vApp– 6.0 reports replace most 5.x reports– Custom built XML reports can NOT be migrated

Management Pack Compatibility Matrix (5.8.x)

CONFIDENTIAL 40

VMware NSX™ for vSphere 2 ✔ ✔ ✗ N/A

Advanced Management Packs Version Works with 5.8 Use 5.8 MGMT Pack for 6.0 (Data Migrated)

Works Only on 6.0 Supports 5.8 MP to 6.0 MP Upgrade (Data Migrated)

Migration Assessment

VMware vCloud® Networking and Security

1 ✔ ✔ ✗ N/A

vCloud® Air™ 1 ✔ ✔ ✗ N/A

VMware NSX™ for Multi- Hypervisor

1 ✗ ✔ N/A

Storage Devices 1 ✔ ✗ ✗ ✗Storage Devices 2 ✗ N/A ✔ N/A

EMC Smarts 3 ✔ ✔ ✗ N/A

Amazon Web Services 1 ✔ ✔ ✗ N/A

Hyperic ✔ ✔ ✗ ✔Hyperic 6 ✗ N/A ✔ N/A

Procedures Depending on Matrix Mark (1)

CONFIDENTIAL 41

• Use 5.8 MGMT Pack for 6.0 (data migrated)– Install the 5.8 Management Pack on the 6.0 cluster (migration will prompt if not installed)– Do not configure an instance of the adapter, in most cases they will be automatically created during the migration– Click the Migrate button

• Supports 5.8 MP to 6.0 MP Upgrade (data migrated)– Install the 6.0 Management Pack on the 6.0 cluster (migration will prompt if not installed)– Do not configure an instance of the adapter, in most cases they will be automatically created– Click the Migrate button

Procedures Depending on Matrix Mark (2)

CONFIDENTIAL 42

• If marked “does not” support 5.8 MP to 6.0 MP upgrade (data migrated)– Install the 6.0 MGMT pack on the 6.0 cluster (migration will prompt if not installed)– Click the Migrate button– Configure an instance of the adapter and start fresh with collection.

• In the end: check the dashboards– You will get duplicates for every existing Management Pack dashboard– The migrated dashboards will be labeled as “Dashboard 1”

What If I Do Not Install an Adapter?

CONFIDENTIAL 43

• If you decide not to install the missing adapters the migration will skip migrating their resources

• Consequence of skipping adapter installation:– Dashboards, alerts, custom groups, super metrics that use these resources will also be skipped– Once the migration is finished, you can not migrate from the same 5.8.x source to the same 6.0 target again, even if

the missing adapter is installed later– Once 6.0 starts collecting new data for a resource you cannot add history later

• Customer can add any adapter to 6.0 later

Migration ProcessHow does it work?

Migration Agent Deployment – File Delivery

Tomcat

5.8.1: vApp or Windows 6.0: SuiteVM or Stand-Alone

REST APITomcat

MigrationTool

CONFIDENTIAL 45

Migrator.zip file1. Deliver zip file

Admin UI

Migration Agent Deployment – Installation

REST APITomcat

Admin UI

MigrationTool

Tomcat

MigrationCommunicator

Migration Agent

2. Installation

Migrator.zip/instal l.py


CONFIDENTIAL 46

Migration Agent Deployment – Initialization and Validation

Tomcat


REST APITomcat

Admin UI

MigrationToolMigration

Communicator

Migration Agent

CONFIDENTIAL 47

Migration Agent Deployment – Migration

Tomcat


REST APITomcat

Admin UI

MigrationToolMigration

Communicator

Migration Agent

Adapters

FSDB

RMI

Ciq DB

Alive DB

CONFIDENTIAL 48

Migration Agent Deployment – Cleanup

REST APITomcat

Admin UI

MigrationTool

Tomcat

Ciq DB

Alive DB

Adapters

FSDB

CONFIDENTIAL 49


MigrationCommunicator

Migration Agent

Migration Steps in Pictures

Import Data from 5.8.x (1)

CONFIDENTIAL 51


CONFIDENTIAL 52


CONFIDENTIAL 53


CONFIDENTIAL 54

Import Data from 5.8.x (5) – Insufficient Capacity

CONFIDENTIAL 55


CONFIDENTIAL 56


CONFIDENTIAL 57


CONFIDENTIAL 58

Summary of Caveats

CONFIDENTIAL 59

• vC Ops 5.8 reports will not be migrated

• Duplicated users in vC OPs 6.0 will be migrated (renamed):– Local users– VC users– LDAP/ Active Directory users/ user groups

• User privileges and configuration may not be fully consistent, due to UI changes

• UI dashboard will be migrated

• Alarms/ alerts will be migrated

• Attribute packages will be converted to new policies

• Tags and custom groups will be converted to groups

• FSDB histories will be retained

• Some Capacity/Efficiency metric keys will be changed

Deployment Scenarios

Deployment Options – Example 1– One or more vCenters in one data center location– Deployment

• Deploy Nodes and scale out as needed (Check product documentation for maximum number of nodes)• Unified UI, single Operations Manager Instance

East Coast Data Center

vCentervCenter

vCentervCenter

vCenter…

CONFIDENTIAL

Deployment Option – Example 2Multiple vCenters in one location and vCenters in other data center locations

– Deployment option 1: Separate Operations Manager instances at each location – Users log in locally to their instance

– Deployment option 2: vR Ops cluster at East Coast Data Center, and remote collectors in Chicago, San Francisco, and Japan• All Users log in to the UI in the East Coast Data Center• If you do not have LAN Speeds between Datacenters and do not want separate instances of Ops you must

useremote collectors

vCenter

Full Instance or Remote Collector

East Coast Data Center Chicago

vCenter

Japan


vCentervCenter

vCentervCentervCenter

…vCenter

San Fran


CONFIDENTIAL 62

Deployment Options – Example 3Multiple vCenters in two main locations

– Deployment: Install separate vRealize Operations Manager clusters in each location• Scale out as needed (see release notes on sizing and node requirements)• Users log in locally to their instance

West Coast Data Center East Coast Data Center

vCentervCenter

vCentervCenter

vCenter

…

vCentervCentervCenter

vCentervCenter

…Separate Ops 6.0 instances cannot be connected and do not

exchange any informationCONFIDENTIAL 63

vRealize Operations Manager 6.0DEMO

vRealize Operations Manager 6.0Q & A

That’s Great! Where Can I Learn More?

vRealize Operations Manager – Product Information https://www.vmware.com/products/vrealize-operations/

vRealize Operations Manager – Documentation https://www.vmware.com/support/pubs/vrealize-operations-manager-pubs.html

vRealize Operations Manager – Video Support Series https://www.vmware.com/support/vrealize-operations-Manager-6-video.html

VMware Solution Exchange https://solutionexchange.vmware.com/store

CONFIDENTIAL 65

https://www.vmware.com/products/vrealize-operations/







https://www.vmware.com/support/pubs/vrealize-operations-manager-pubs.html













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How to help customers install deploy and migrate to the v realizeoperations manager 6.0