Getting Started Guide for Cisco UCS E-Series Servers and the Cisco UCS E-Series Network Compute Engine, Release 2.x
Installing the Operating System or Hypervisor
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Installing the Operating System or Hypervisor

Contents

Installing the Operating System or Hypervisor


Note


If you purchased E-Series Server or NCE Option 1 (E-Series Server or NCE without a preinstalled operating system or hypervisor), you must install an operating system or hypervisor.


This chapter includes the following sections:

Operating System or Hypervisor Installation Methods

E-Series Servers and NCE support several operating systems and hypervisors. Regardless of the platform being installed, you can install it on your server using one of the following methods:

  • KVM console

  • PXE installation server

  • Host image mapping


Caution


You must use only one method to map virtual drives. For example, you must use either the KVM console or the Host Image Mapping method. Using a combination of methods will cause the server to be in an undefined state.


KVM Console

The KVM console is an interface accessible from the CIMC that emulates a direct keyboard, video, and mouse connection to the server. The KVM console allows you to connect to the server from a remote location. Instead of using CD/DVD or floppy drives physically connected to the server, the KVM console uses virtual media, which are actual disk drives or disk image files that are mapped to virtual CD/DVD or floppy drives. You can map any of the following to a virtual drive:

  • CD/DVD or floppy drive on your computer

  • Disk image files (ISO or IMG files) on your computer

  • USB flash drive on your computer

You can use the KVM console to install an operating system or hypervisor on the server and to do the following:
  • Access the BIOS setup menu by pressing F2 during bootup.

  • Access the CIMC Configuration Utility by pressing F8 during bootup.

    Note


    The CIMC Configuration Utility is not applicable to the EHWIC E-Series NCE.


  • Access the WebBIOS to configure RAID, by pressing Ctrl-H during bootup.

Java Requirements to Launch the KVM Console

To launch the KVM console, you must have Java release 1.6 or later installed in your system.

If the KVM console fails to launch because the certificate is revoked by Java, you must change your Java settings. Do the following:

  1. Access the Java control panel.

  2. Click the Advanced tab

  3. Under Perform certificate revocation on, choose the Do not check (not recommended) radio button. For more information, see http:/​/​www.java.com/​en/​download/​help/​revocation_​options.xml.

Installing an Operating System or Hypervisor Using the KVM Console

Before You Begin

Locate the operating system or hypervisor installation disk or disk image file.


Note


The VMware vSphere Hypervisor requires a customized image. To download the customized image, see Downloading the Customized VMware vSphere Hypervisor Image.


Procedure
    Step 1   Load the operating system or hypervisor installation disk into your CD/DVD drive, or copy the disk image files to your computer.
    Step 2   If CIMC is not open, log into the CIMC GUI.
    Step 3   In the Navigation pane, click the Server tab.
    Step 4   On the Server tab, click Summary.
    Step 5   From the Actions area, click Launch KVM Console.

    The KVM Console opens in a separate window.

    Step 6   From the KVM console, click the Virtual Media tab.




    Step 7   In the Virtual Media tab, map the virtual media using either of the following methods:
    • Check the Mapped check box for the CD/DVD drive containing the operating system or hypervisor installation disk.
    • Click Add Image, navigate to and select the operating system or hypervisor installation disk image, click Open to mount the disk image, and then check the Mapped check box for the mounted disk image.
    Note   

    You must keep the Virtual Media tab open during the installation process. Closing the tab unmaps all virtual media.

    Step 8   Set the boot order to make the virtual CD/DVD drive as the boot device.

    To set the boot order, see Configuring the Server Boot Order.

    Step 9   Reboot the server.

    When the server reboots, it begins the installation process from the virtual CD/DVD drive. Refer to the installation guide for the platform being installed to guide you through the rest of the installation process.

    Step 10   If disk drives are not displayed after you install the operating system or hypervisor, you must install drivers. See the appropriate operating system or hypervisor documentation for instructions on how to install drivers. For instructions on how to install drivers on a Microsoft Windows operating system, see Installing Drivers for the Microsoft Windows Server.

    What to Do Next

    After the installation is complete, reset the virtual media boot order to its original setting.

    PXE Installation Servers

    A Preboot Execution Environment (PXE) installation server allows a client to boot and install an operating system or hypervisor from a remote location. To use this method, a PXE environment must be configured and available on your VLAN, typically a dedicated provisioning VLAN. In addition, the server must be set to boot from the network. When the server boots, it sends a PXE request across the network. The PXE installation server acknowledges the request, and starts a sequence of events that installs the operating system or hypervisor on the server.

    PXE servers can use installation disks, disk images, or scripts to install the operating system or hypervisor. Proprietary disk images can also be used to install the platform, additional components, or applications.


    Note


    PXE installation is an efficient method for installing a platform on a large number of servers. However, considering that this method requires setting up a PXE environment, it might be easier to use another installation method.


    Installing an Operating System or Hypervisor Using a PXE Installation Server

    Before You Begin

    Verify that the server can be reached over a VLAN.


    Note


    The VMware vSphere Hypervisor requires a customized image. To download the customized image, see Downloading the Customized VMware vSphere Hypervisor Image.


    Procedure
      Step 1   Set the boot order to PXE.
      Step 2   Reboot the server.

      If a PXE install server is available on the VLAN, the installation process begins when the server reboots. PXE installations are typically automated and require no additional user input. Refer to the installation guide for the operating system or hypervisor being installed to guide you through the rest of the installation process.


      What to Do Next

      After the installation is complete, reset the LAN boot order to its original setting.

      Host Image Mapping

      The Host Image Mapping feature allows you to download, map, unmap, or delete a host image. Download a host image, such as Microsoft Windows, Linux, or VMware from a remote FTP or HTTP server onto the CIMC internal repository, and then map the image onto the virtual drive of a USB controller in the E-Series Server or NCE. After you map the image, set the boot order to make the virtual drive, in which the image is mounted, as the first boot device, and then reboot the server. The host image must have .iso or .img as the file extension.

      The Host Image Mapping feature also allows you to download and mount a diagnostics image. The diagnostics image must have .diag as the file extension.

      Mapping the Host Image

      Before You Begin
      • Log in to CIMC as a user with admin privileges.

      • Obtain the host image file from the appropriate third party.


      Note


      The VMware vSphere Hypervisor requires a customized image. To download the customized image, see Downloading the Customized VMware vSphere Hypervisor Image.



      Note


      If you start an image update while an update is already in process, both updates will fail.


      Procedure
        Step 1   In the Navigation pane, click the Server tab.
        Step 2   On the Server tab, click Host Image Mapping.
        Figure 1. Host Image Mapping



        Step 3   From the Host Image Mapping page, click Add Image.
        The Download Image dialog box opens. Complete the following fields:
        Name Description

        Download Image From drop-down list

        The type of remote server on which the image is located. This can be one of the following:

        • FTP

        • HTTP

        Note   

        Depending on the remote server that you select, the fields that display change.

        FTP or HTTP Server IP Address field

        The IP address of the remote FTP or HTTP server.

        FTP or HTTP File Path field

        The path and filename of the remote FTP or HTTP server.

        The path and filename can contain up to 80 characters.

        • If you are installing a host image, that image must have .iso or .img as the file extension.

        • If you are installing a diagnostics image, that image must have .diag as the file extension.

        Username field

        The username of the remote server.

        The username can contain 1 to 20 characters.

        Note   

        If the username is not configured, enter anonymous for the username and any character(s) for the password.

        Password field

        The password for the username.

        The password can contain 1 to 20 characters.

        Note   

        If the username is not configured, enter anonymous for the username and any character(s) for the password.

        Step 4   Click Download.

        The Host Image Mapping page opens. You can view the status of the image download in the Host Image Mapping Status area. After the image is downloaded and processed successfully, refresh the page. After the page refreshes, the new image displays in the Image Information area.

        Step 5   From the Image Information area, select the image to map, and then click Map Selected Image.

        The image is mapped and mounted on the virtual drive of a USB controller. The virtual drive can be one of the following:

        • HDD—Hard disk drive

        • FDD—Floppy disk drive

        • CD/DVD—Bootable CD-ROM or DVD drive

        Step 6   Set the boot order to make the virtual drive in which the image is mounted as the first boot device.

        To set the boot order, see Configuring the Server Boot Order.

        Tip   

        To determine in which virtual drive the image is mounted, see the Host Image Update Status area in the Host Image Mapping page.

        Step 7   Reboot the server.
        Step 8   If the image contains an answer file, the operating system or hypervisor installation is automated and the image is installed. Otherwise, the installation wizard is displayed. Follow the wizard steps to install the image.
        Step 9   If disk drives are not displayed after you install the operating system or hypervisor, you must install drivers. See the appropriate operating system or hypervisor documentation for instructions on how to install drivers. For instructions on how to install drivers on a Microsoft Windows operating system, see Installing Drivers for the Microsoft Windows Server.

        What to Do Next

        • After the installation is complete, reset the virtual media boot order to its original setting.

        • Unmap the host image. See Unmapping the Host Image.

        Installing Drivers for the Microsoft Windows Server


        Note


        If you purchased an E-Series Server or NCE Option 1 (E-Series Server or NCE without a preinstalled operating system or hypervisor), and you installed your own version of the Microsoft Windows Server, you must install drivers.


        The Microsoft Windows operating system requires that you install three drivers:

        • On-Board Network Drivers for Windows 2008 R2

        • LSI Drivers (On-Board Hardware RAID Controller) for Windows 2008 R2

        • Intel Drivers for Windows 2008 R2


        Note


        Additional drivers are not needed for Windows 2012.


        If you have purchased a 10-Gigabit add-on card, you must also install the 10G PCIe Network Drivers for Windows 2008 R2.

        Procedure
          Step 1   Download the drivers from Cisco.com. See Obtaining Software from Cisco Systems.
          Step 2   Copy the driver files into a USB flash drive.
          Step 3   Install your own version of Microsoft Windows Server.

          During the installation process, you will be prompted for the LSI Drivers.

          Step 4   Plug the USB flash drive into the USB slot in the E-Series Server and then install the LSI Drivers.

          This step is applicable to E-Series Servers and the SM E-Series NCE. This step is not applicable to the EHWIC E-Series NCE.

          Step 5   After the Microsoft Windows Server installation is complete, install the On-Board Network Drivers (Broadcom) and the Intel Drivers.

          Obtaining Software from Cisco Systems

          Use this procedure to download drivers, BIOS and CIMC firmware, and the diagnostics image.

          Procedure
            Step 1   Navigate to http:/​/​www.cisco.com/​.
            Step 2   If you are not already logged in, click Log In at the top right-hand edge of the page and log in using your Cisco.com credentials.
            Step 3   In the menu bar at the top, click Support.

            A roll-down menu appears.

            Step 4   From the Downloads (center) pane, click All Downloads (located at the bottom right corner).

            The Download Software page appears.

            Step 5   From the left pane, click Products.
            Step 6   From the center pane, click Unified Computing and Servers.
            Step 7   From the right pane, click Cisco UCS E-Series Software.
            Step 8   From the right pane, click the name of the server model for which you want to download the software.

            The Download Software page appears with the following categories.

            • Unified Computing System (UCSE) Server Drivers—Contains drivers.

            • Unified Computing System (UCSE) Server Firmware—Contains the Host Upgrade Utility and the BIOS, CIMC, and PLD firmware images.

            • Unified Computing System (UCSE) Utilites—Contains the diagnostics image.

            Step 9   Click the appropriate software category link.
            Step 10   Click the Download button associated with software image that you want to download.

            The End User License Agreement dialog box appears.

            Step 11   (Optional) To download multiple software images, do the following:
            1. Click the Add to cart button associated with the software images that you want to download.
            2. Click the Download Cart button located on the top right .

              All the images that you added to the cart display.

            3. Click the Download All button located at the bottom right corner to download all the images.

              The End User License Agreement dialog box appears.

            Step 12   Click Accept License Agreement.
            Step 13   Do one of the following as appropriate:
            • Save the software image file to a local drive.

            • If you plan to install the software image from a TFTP server, copy the file to the TFTP server that you want to use.

              The server must have read permission for the destination folder on the TFTP server.


            What to Do Next

            Install the software image.

            Unmapping the Host Image

            Before You Begin

            Log in to CIMC as a user with admin privileges.

            Procedure
              Step 1   In the Navigation pane, click the Server tab.
              Step 2   On the Server tab, click Host Image Mapping.
              Figure 2. Host Image Mapping



              Step 3   Click Unmap Image.

              The mapped image is unmounted from the virtual drive of the USB controller.


              Basic Workflow for Downloading and Installing the VMware vSphere Hypervisor


              Caution


              If you are using the VMware FL-SRE-V-HOST license (equivalent to VMware vSphere Hypervisor 5.X), make sure that the RAM that you are using is 32 GB or less. If the RAM is more than 32 GB, you will get an error message, and you will not be able to apply the license. If you want to use 48 GB of RAM, upgrade your license to FL-SRE-V-HOSTVC.


              1. Download the customized VMware vSphere Hypervisor image.

              2. Install the VMware vSphere Hypervisor image.

              3. Assign a static IP address to the VMware vSphere Hypervisor.

              4. Download and install the vSphere Client.

              Downloading the Customized VMware vSphere Hypervisor Image

              Procedure
                Step 1   Navigate to https:/​/​my.vmware.com/​web/​vmware/​login.

                The VMware login page appears.

                Step 2   Enter your VMware credentials, and then click Log In.

                If you do not have an account with VMware, click Register to create a free account.

                Step 3   Click Downloads, and then select All Products from the drop-down list.
                Step 4   Do one of the following as appropriate:
                • To download the VMware vSphere Hypervisor 5.1 image, enter ESXi-5.1.0-799733-custom-Cisco-2.1.0.3.iso in the Search field, and then click the Search icon. From the Search Results, click VMware vSphere > Drivers & Tools > Cisco Custom Image for ESXi 5.1.0 GA Install CD, and then click Download.

                • To download the VMware vSphere Hypervisor 5.5 image, enter ESXi-5.5.0-1331820-custom-Cisco-5.5.0.1.iso, in the Search field, and then click the Search icon. From the Search Results, click VMware vSphere > Drivers & Tools > CISCO Custom Image for ESXi 5.5.0 GA Install CD, and then click Download.


                What to Do Next

                Install the VMware vSpere Hypervisor image. For installation instructions, see Mapping the Host Image.

                Assigning a Static IP Address to the VMware vSphere Hypervisor

                Use this procedure to assign a static IP address to the VMware vSphere Hypervisor.

                Before You Begin
                Procedure
                  Step 1   In your web browser, enter the IP address that you configured to access CIMC during initial setup and then log into CIMC.

                  The CIMC Home page, which is the Server Summary page, appears.

                  Step 2   From the Actions area of the Server Summary page, click the Launch KVM Console icon.

                  The KVM Console opens in a separate window.

                  Step 3   From the KVM console, click the KVM tab, and then do the following to configure the IP address:
                  1. Press F2 to access the VMware vSphere Hypervisor DCUI customization menu.

                    The DCUI login page appears.

                  2. Log into the DCUI.

                    The System Customization page appears.

                  3. From the System Customization page, click Configure Management Network.

                    The Configure Management Network page appears, which has several menu options, including Network Adapter. The Network Adapter menu option allows you to view the existing network adapters and activate them.

                    Note   

                    By default, the network adapter, vmnic0, is activated. Make sure that it stays activated.

                  4. From the Configure Management Network page, click the IP Configuration menu option.

                    To assign a static IP address, do the following:

                    • In the IP Configuration dialog box, click the radio box to specify that a static IP address will be used.

                    • In the appropriate fields, enter the IP address, network mask, and the gateway IP address, and then press Enter. The Configure Management Network page appears.

                    • In the Configure Management Network page, click the ESC key. The Configure Management Network Confirm dialog box appears.

                    • Enter y to accept the changes and restart the management network.

                  5. In the router configuration, add a route to the VMware vSphere Hypervisor host IP address.

                    For example, if the host IP address is 192.168.1.25 and the ucse interface is ucse 2/0, add the following route:

                    ip route 192.168.1.25 255.255.255.255 ucse2/0
                  6. Install the vSphere Client. See Downloading and Installing the vSphere Client. From the vSphere Client, use the host IP address to log in to the VMware vSphere Hypervisor.

                  Downloading and Installing the vSphere Client

                  Before You Begin

                  Note


                  The vSphere Client contains an online tutorial for first time users. It also contains embedded in-line getting started assistance, which allows you to set up your virtual infrastructure through an easy to use, step-by-step process. If you are an experienced user, you can choose to turn-off the getting started in-line assistance.


                  Procedure
                    Step 1   Go to https://hypervisor-ip-address. You are directed to the VMware website and the Welcome page opens.
                    Step 2   Click Download vSphere Client, and then click Run to download the vSphere Client. The VMware vSphere Client is installed and a shortcut icon to the client appears on your desktop.
                    Step 3   Click the VMware vSphere Client icon to open the login window.
                    Step 4   To manage the VMware vSphere Hypervisor, enter the IP address or hostname of the VMware vSphere Hypervisor and the username and password, and then click Login. The vSphere Client GUI opens.
                    Note   

                    The default username for the preinstalled VMware vSphere Hypervisor is root, which cannot be changed; and the default password is password. After you login, we recommend that you change the password.


                    Configuring the Server Boot Order

                    You can use the CIMC GUI or the BIOS setup menu to configure the server boot order.

                    Configuring the Server Boot Order Using the CIMC GUI

                    Before You Begin

                    Log into CIMC as a user with admin privileges.

                    Procedure
                      Step 1   In the Navigation pane, click the Server tab.
                      Step 2   On the Server tab, click BIOS.
                      Figure 3. BIOS



                      Step 3   In the Actions area, click Configure Boot Order.

                      The Configure Boot Order dialog box appears.

                      Figure 4. Configure Boot Order Dialog Box



                      Step 4   In the Configure Boot Order dialog box, complete the following fields as appropriate:
                      Name Description

                      Device Types table

                      The server boot options. This can be the following:

                      • HDD—Hard disk drive. Contains the following options:
                        • Cypress

                        • PCI RAID Adapter

                        • Linux Virtual FDD/HDD

                      • FDD—Floppy disk drive. Contains the following option:

                        • Linux Virtual Floppy

                      • CD/DVD—Bootable CD-ROM. Contains the following option:

                        • Linux Virtual CD/DVD

                      • Network Devices (PXE)—PXE boot. Contains the following options:

                        • Console

                        • GE1

                        • GE2

                        • GE3—Applicable for double-wide E-Series Servers.

                      • Internal EFI Shell—Internal Extensible Firmware Interface.

                      Add >

                      Moves the selected device type to the Boot Order table.

                      < Remove

                      Removes the selected device type from the Boot Order table.

                      Boot Order table

                      Displays the device types from which this server can boot, in the order in which the boot will be attempted.

                      Up

                      Moves the selected device type to a higher priority in the Boot Order table.

                      Down

                      Moves the selected device type to a lower priority in the Boot Order table.

                      Step 5   Click Apply.

                      Additional device types may be appended to the actual boot order, depending on what devices you have connected to your server.


                      What to Do Next

                      Reboot the server to boot with your new boot order.

                      Configuring the Boot Order Using the BIOS Setup Menu

                      Use this procedure if you want the server to boot from an external bootable device, such as a USB or an external CD-ROM drive that is directly connected to the E-Series Server or NCE.

                      Procedure
                        Step 1   In the Navigation pane, click the Server tab.
                        Step 2   On the Server tab, click Summary.
                        Step 3   From the Actions area, click Launch KVM Console.

                        The KVM Console opens in a separate window.

                        Step 4   From the Server Summary page, click Power Cycle Server to reboot the server.
                        Step 5   When prompted, press F2 during bootup to access the BIOS setup menu.

                        The Aptio Setup Utility appears, which provides the BIOS setup menu options.

                        Figure 5. BIOS Setup Menu



                        Step 6   Click the Boot tab.
                        Step 7   Scroll down to the bottom of the page below the Boot Options Priority area. The following boot option priorities are listed:
                        • Floppy Drive BBS Priorities

                        • Network Device BBS Priorities

                        • Hard Drive BBS Priorities

                        • CD/DVD ROM Drive BBS Priorities

                        Step 8   Use the Up or Down arrow keys on your keyboard to highlight the appropriate option.
                        Step 9   Press Enter to select the highlighted field.
                        Step 10   Choose the appropriate device as Boot Option 1.
                        Step 11   Press F4 to save changes and exit.

                        The Main tab of the BIOS setup displays the device that you configured as Boot Option 1.


                        Verifying Operating System and Hypervisor Installation

                        Accessing the Microsoft Windows Server from CIMC

                        Before You Begin
                        • A CIMC IP address is configured for CIMC access.

                        • The Microsoft Windows Server is installed on the E-Series Server.

                        Procedure
                          Step 1   In the Navigation pane, click the Server tab.
                          Step 2   On the Server tab, click Summary.
                          Step 3   From the Actions area of the Server Summary page, click the Launch KVM Console icon.

                          The KVM Console opens in a separate window.

                          Step 4   From the KVM console, access the installed Microsoft Windows Server operating system.

                          Accessing the VMware vSphere Hypervisor from CIMC

                          Before You Begin
                          • A CIMC IP address is configured for CIMC access.

                          • The VMware vSphere Hypervisor is installed on the E-Series Server.

                          Procedure
                            Step 1   In the Navigation pane, click the Server tab.
                            Step 2   On the Server tab, click Summary.
                            Step 3   From the Actions area of the Server Summary page, click the Launch KVM Console icon.

                            The KVM Console opens in a separate window.

                            Step 4   From the KVM console, click the KVM tab.

                            The VMware vSphere Hypervisor Direct Console User Interface (DCUI) appears. If VMware vSphere Hypervisor has assigned an IP address to the host, then that IP address is displayed on the DCUI page, or you can specify a static IP address. See Assigning a Static IP Address to the VMware vSphere Hypervisor.

                            Step 5   Make sure that you have installed vSphere Client. If not, install it. See Downloading and Installing the vSphere Client.
                            Step 6   From the vSphere Client, log in to the VMware vSphere Hypervisor.

                            To log in, use either the IP address that is assigned by VMware vSphere Hypervisor or the static IP address that you specified in Step 4.

                            Note   

                            The default username for the preinstalled VMware vSphere Hypervisor is root, which cannot be changed, and the default password is password. After you log in, we recommend that you change the password.


                            What to Do Next

                            Configure a connection between the router and the server. See Configuring a Connection Between the Router and the E-Series Server or NCE.