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

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Jeff Godfrey
VMware
How to Help Customers Install, Deploy and
Migrate to the vRealize Operations Manager 6.0
(formerly vC Ops)
MGT4383

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How to Extend and Customize vRealizeOperations and Automation (vCOps and vCAC) http://ouo.io/jCvk7D
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vRealize Operations Manager 6.0
Pre-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

Installation 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
CONFIDENTIAL 6

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
CONFIDENTIAL 9

Metric Collection Profiles
CONFIDENTIAL 10
• 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)
CONFIDENTIAL 12
• 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 data
Make sure to click each node from table
above
CONFIDENTIAL 13

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
CONFIDENTIAL 16

Three Options for Migration
CONFIDENTIAL 17
• 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 Fresh
Consider 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
CONFIDENTIAL 18

Migrate Configurations Only or Start Fresh
Consider the extent to which you have configured your 5.x deployment
CONFIDENTIAL 19
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.

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 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
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
CONFIDENTIAL 25
• 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 v6
Migrations from vCenter Operations
Manager to vRealize Operations
Side-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

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)
– 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 Process
How does it work?

Migration Agent Deployment – File Delivery
Tomcat
5.8.1: vApp or Windows 6.0: SuiteVM or Stand-Alone
REST API
Tomcat
Migration
Tool
CONFIDENTIAL 45
Migrator.zip file
1. Deliver zip file
Admin UI

Migration Agent Deployment – Installation
REST API
Tomcat
Admin UI
Migration
Tool
Tomcat
Migration
Communicator
Migration
Agent
2. Installation
Migrator.zip/instal
l.py
CONFIDENTIAL 46

Migration Agent Deployment – Initialization and Validation
Tomcat
REST API
Tomcat
Admin UI
Migration
Tool
Migration
Communicator
Migration
Agent
CONFIDENTIAL 47

Migration Agent Deployment – Migration
Tomcat
REST API
Tomcat
Admin UI
Migration
Tool
Migration
Communicator
Migration
Agent
Adapters
FSDB
RMI
Ciq DB
Alive DB
CONFIDENTIAL 48

Migration Agent Deployment – Cleanup
REST API
Tomcat
Admin UI
Migration
Tool
Tomcat
Ciq DB
Alive DB
Adapters
FSDB
CONFIDENTIAL 49
Migration
Communicator
Migration
Agent

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 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
vCenter
vCenter
vCenter
vCenter
vCenter
…
CONFIDENTIAL

Deployment Option – Example 2
Multiple 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 use
remote collectors
vCenter
Full Instance
or Remote
Collector
East Coast Data Center Chicago
vCenter
Japan
Full Instance or
Remote Collector
vCenter
vCenter
vCenter
vCenter
vCenter
…
vCenter
San Fran
Full Instance
or Remote
Collector
CONFIDENTIAL 62

Deployment Options – Example 3
Multiple 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
vCenter
vCenter
vCenter
vCenter
vCenter
…
vCenter
vCenter
vCenter
vCenter
vCenter
…
Separate Ops 6.0 instances cannot be connected and do not
exchange any information
CONFIDENTIAL 63

DEMO

Q & 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

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6.0 with Operations Management
Solution Competencies boost profitability 2-4x
Management
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Management
Automation
Software-Defined
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updated for
vRealize
Operations 6

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