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Saturday, July 21, 2012

Best practices for using VMware Converter : Checklist

Posted on 1:03 AM by Unknown


This is my checklist for conversions of windows operation systems, along with best practices.
Its not a direct 1,2,3 step because some things are assumed known.


    Conversion Preparation : Windows OS and applications

  1. Windows operating system: Recommended  perform a hot migration with VMware Converter installed locally.
  2. Domain controller :: not recommend  virtualizing : build a new one from scratch
  3.  Database server:  Exchange, SQL, etc : Stop application (Microsoft Exchange/SQL) and database services  prior to conversion. (minimizes any chance of corrupted database tables or stale data)


  4. Conversion Prep : Windows general
  5. Disable the real-time antivirus scanning during the conversion.
  6. Uninstall Previous versions of vmware converter before installing a new one. Restart before installing newer version.
  7. TOE NIC: disable recommended : use  netsh int tcp set global chimney=disabled  
  8. Need 200 MB minimum of free disk space on its system volume. 
  9. Run VMware Converter as a local administrator. 


  10. Conversion : Destination:
  11. ESX host: Connect to the server using its IP address instead of DNS host name. Host name of the ESX host may expose issues with DNS name resolution that can prevent the Converter from connecting.
  12. ESX host: Confirm source can access destination ESX host directly using ports 443 and 902, even if using VirtualCenter.


  13. Conversion: Optimizing
  14. Diagnostic partitions: Do not convert
  15. Unrecognized file systems. : Do not convert
  16. If you are experiencing cloning phase failures, do not choose to resize the partitions.  (resize is much slower)
  17. Number of virtual network cards : Leave  default NICs unaltered. Change after conversion has completed.
  18. VMware Tools: Deselect the option to install .
  19. Customization on the virtual machine: Deselect the option to perform


  20. Post: Conversion
  21.  virtual NICs: leave all NICs disconnected but present  If you need to customize host name or IP.
  22. Other hardware : Remove any unnecessary devices such as USB controllers , COM ports or floppy drives
  23. Start the virtual machine in Safe Mode
  24. Unnecessary hardware programs :  Remove hardware management tools like , raid, nic, etc.
  25. Devices or device drivers: : Remove any additional devices or device drivers that were used to support hardware on the physical server. Use either the Device Manager or Control Panel,
    • To remove the hidden devices from the Windows OS use the instructions in the Microsoft KB article 315539.
  26. Event log:  view the Event Log to clear any remaining device startup failure messages.
  27. CPU change: change the HAL in the virtual machine to uniprocessor if the source server is  multi-CPU and the destination virtual machine is a single CPU vm.
    • see Modifying the Hardware Abstraction Layer (HAL) for a Windows virtual machine (1003978).
  28. Install VMware Tools
  29. Customize the virtual machine's identity : if changing , VMware recommends using the Microsoft Sysprep .
    • Can also do manually  via changing   host name, IP address, and  other required unique identification.
  30. Reconnect any disconnected virtual NICs, as required.



  31. Other notes:
  32. ESXi direct conversions:  conversions jobs will fail if the number of disks on the source machine is more than nine . Perform conversions in multiple steps.
  33. Vcenter conversions: the number of source disks is limited to  23 for ESXi hosts.
  34. Source has  SCSI and IDE disks:  Converter only checks the first IDE disk in such configurations. : Converter is unable to detect the system volume if the system volume resides on a SCSI disk.
  35. Conversion fails if the datastore name contains the @ symbol
  36. Converter Standalone does not support cloning powered-on Windows Server 2008 sources with FAT/FAT32 volume file system
  37. Converting Windows Server 2008 images with more than one disk results in all disks being offline except the disk on which the operating system exists
    • Serious. http://support.microsoft.com/kb/971436
  38. Do not run more than 20 concurrent conversion jobs.







  39. Taken from ::
    http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=1004588
    https://www.vmware.com/support/converter/doc/conv_sa_50_rel_notes.html

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