Installing the Management Node — VMware hypervisors

Before installing the Management Node we recommend that you review the VMware configuration prerequisites and the Installation checklist.

Installation of the Management Node is a two-step process:

  1. Deploying the VM template: this creates a new unconfigured instance of a generic Management Node VM.

    The process for deploying the template in a VMware hypervisor environment is described below.

  2. Running the installation wizard: after deploying the Management Node template, the installation wizard allows you to enter the basic configuration details for your Management Node VM.

This flowchart provides an overview of the basic steps involved in deploying the Pexip Infinity platform on VMware:

Deploying the Management Node template

If an ESXi host is being managed by vCenter Server, all administration must be performed via vCenter Server. Do not log in directly to the ESXi host; configuration changes made in this way may be lost. To ensure that ESXi hosts being managed by vCenter Server are accessible via vCenter Server only and are not directly accessible, you should put them in Lockdown mode. Lockdown mode forces all operations to be performed through vCenter Server.

To install a new instance of a Pexip Infinity Management Node using the vSphere web client:

  1. Either:

    1. Ensure the VM Manager can access the Pexip Infinity Management Node for VMware file hosted on the Pexip download page, or
    2. Download the Pexip Infinity Management Node for VMware file from the Pexip download page to your local machine.
  2. Log in to the VM Manager (vCenter Server).
  3. Select VMs and Templates.
  4. Click on the Actions menu and select Deploy OVF Template....
    The Deploy OVF Template window will open.
  5. At the Select template step, either enter the URL to download the Pexip Infinity Management Node for VMware, or Browse to the location of the Pexip Infinity OVA file, and select Next:

  6. At the Select name and location step:
    1. Enter an appropriate Name for the Management Node. This name will be used in the VMware interface to identify this Management Node virtual machine (VM).
    2. Select the folder or datacenter within which the Management Node will be located.
    3. Select Next.
  7. At the Select a resource step, select the host, cluster, resource pool or vApp in which to run the template, and select Next.
  8. At the Review details step, you may see the following warning:

    Select Next.

  9. At the Accept license agreements step, read the license agreements, and if you agree to the terms select Accept and then Next.
  10. At the Select storage page, select a Thick virtual disk format, a VM storage policy and Datastore to be used, and select Next.
  11. At the Select networks step, select the VM Network and IP configuration, and select Next.
  12. At the Ready to complete page, review the configuration and select Finish.

Progress is shown in the Recent Tasks tab at the bottom of the screen. When the template has been deployed successfully, a green tick will appear.

Enabling automatic startup

After deploying a new Management Node from VMware, you must enable automatic startup of that virtual machine (VM). In VMware, automatic startup is disabled by default for every new VM — which means that if the host server is powered down for any reason, when it restarts the VM will not restart and must be started manually.

You can only enable automatic startup after the Management Node has been deployed.

To enable automatic startup using the vSphere web client:

  1. Log in to the VM manager (vCenter Server).
  2. From the navigation panel, select the Hosts and Clusters tab and navigate to the host server on which the node's VM is installed.
  3. From the main panel, select the Configure tab.
  4. From the left-hand panel, select Virtual Machines > VM Startup/Shutdown.
  5. At the top right of the page, select Edit.
  6. In the System influence section, select Automatically start and stop the virtual machines with the system.
  7. Select OK.

Running the Pexip Infinity installation wizard

To run the installation wizard, which configures the Management Node, you must open a console window on the Management Node VM.

Opening a console window

  1. Using the vSphere client, log in to the Management Node's VM Manager (vCenter Server or, for stand-alone deployments, the ESXi host).
  2. Power on the new Management Node VM (if it is not already powered on).
  3. Right-click on the new Management Node VM and select Open Console.

Running the installation wizard

  1. At the prompt, enter the username admin.

    The display will read:

    You are required to change your password immediately (root enforced)
    Enter new UNIX password:

  2. Create a password for the Management Node operating system by typing the password, pressing enter, retyping the password, and pressing enter again.
  3. Ensure you record the password in a secure location. After you have finished running the installation wizard you will not need the password again unless you need to access the Management Node using SSH.

    You are presented with another login prompt:

    [sudo] password for admin:

  4. Log in again with the password you just created.

    The Pexip installation wizard will begin.

  5. Follow the prompts to set the following configuration for the Management Node.

    If you press enter, the default value will be applied:

    Setting Default value Multiple entries allowed? Can be changed via Pexip Infinity Administrator interface?
    IP address * No No
    Network mask * No No
    Gateway * No No
    Hostname <no default> No No
    Domain suffix <no default> No No
    DNS servers Yes, if separated by a space Yes
    NTP servers

    Two of the following:

    Yes, if separated by a space Yes
    Web administration username admin No No
    Web administration password <no default> No Yes
    Enable incident reporting (yes/no) <no default>   Yes
    Send deployment and usage statistics to Pexip (yes/no) <no default>   Yes

    * These defaults apply only if your network does not have DHCP enabled. If DHCP is enabled, the defaults are allocated by the DHCP server. The addresses entered here will be assigned as static IP addresses.

    † The NTP server must be accessible by the Management Node at the time the startup wizard is run. Installation will fail if the Management Node is unable to synchronize its time with an NTP server.

    ‡ After they have been configured, do not attempt to change these settings by any other means. To change these settings on server-based deployments, you must re-run the installation wizard.

    The installation will begin and the Management Node will restart using the values you have configured.

Next steps

After you have run the installation wizard, you must perform some preliminary configuration before you can then deploy a Conferencing Node. See Initial platform configuration — VMware for more information.