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How to Create Bootable ESXi 5 ISO & Specifying Kernel Boot Options

03.30.2012 by William Lam // 21 Comments

This week I helped to answer a few questions about creating your own ESXi 5 bootable ISO along with automatically using a static IP Address when the custom ISO first boots up. Although all this information is available via the vSphere documentation, it may not always be easy to put all the pieces together and thought I share the steps for others to also benefit.

You will need access to a UNIX/Linux system and a copy of the base ESXi 5 ISO image. In this example I will be using VMware vMA and VMware-VMvisor-Installer-5.0.0.update01-623860.x86_64.iso and walk you through two different configurations. We will also be referencing the vSphere documentation Create an Installer ISO Image with a Custom Installation or Upgrade Script and Kernel Boot Options.

Create ESXi 5 Bootable ISO w/Remote ks.cfg:

In this configuration, we will create a custom ESXi ISO that will boot with a static IP Address and use a remote ks.cfg (kickstart) configuration file.

Step 1 - Mount base ESXi ISO using the "mount" utility:

$ mkdir esxi_cdrom_mount
$ sudo mount -o loop VMware-VMvisor-Installer-5.0.0.update01-623860.x86_64.iso esxi_cdrom_mount

Step 2 - Copy the contents of the mounted image to a local directory called "esxi_cdrom":

$  cp -r esxi_cdrom_mount esxi_cdrom

Step 3 - Unmount the ISO after you have successfully copied it and change into the esxi_cdrom directory

$ sudo umount esxi_cdrom_mount
$ cd esxi_cdrom

Step 4 - Edit the boot.cfg and specifically the "kernelopt" line to not use the weasel installer but kickstart and also specifying the remote location of your ks.cfg. To get more details on the various kernel boot options, please take a look at the vSphere Boot Options documentation above.

You will also need to specify the static IP Address you wish to have the host automatically use when the ISO first boots up on the same line.

Step 5 - Once you have finished your edits and saved the boot.cfg, you will now change back to the parent directory and use the "mkisofs" to create your new bootable ISO. In this example, we will name the new ISO "custom_esxi.iso":

$ sudo mkisofs -relaxed-filenames -J -R -o custom_esxi.iso -b isolinux.bin -c boot.cat -no-emul-boot -boot-load-size 4 -boot-info-table esxi_cdrom/

You now have a new bootable ESXi 5 ISO called "custom_esxi.iso" which will now automatically boot up with the specified static IP Address and install based on the ks.cfg that was specified.

Create ESXi 5 Bootable ISO w/Local ks.cfg:

Similar to the above configuration, we will create a custom ESXi ISO that will boot with a static IP Address but use a local ks.cfg (kickstart) configuration file that will be included within the custom ISO.

Step 1 through 3 is exactly the same as above

Step 4 - By default, a basic ks.cfg is included in the ESXi 5 ISO in /etc/vmware/weasel/ks.cfg and we will create a custom *.tgz file that will include our ks.cfg within the ISO. First off by creating a temporary directory which will be used to store our ks.cfg:

$ mkdir -p temp/etc/vmware/weasel

Step 5 - Copy your ks.cfg file into the temp/etc/vmware/weasel:

$ cp ks_custom.cfg temp/etc/vmware/weasel

Step 6 - Create a *.tgz file containing the path to our ks.cfg using the "tar" utility. In this example, we will called it customks.tgz:

$ cd temp
$ tar czvf customks.tgz *

Step 7 -  Copy the customks.tgz from temp directory to your esxi_cdrom directory:

$ cp temp/customks.tgz esxi_cdrom

Step 8 -  Change into the "esxi_cdrom" directory and edit the boot.cfg just like the above, but we will be using the "file://" stanza to specify the path to our ks.cfg, static IP Address as well as adding our customks.tgz to the module list to ensure that it loads up which contains the actual ks.cfg file that is called in the boot.cfg.

Step 9 - Same as Step 5 above, you now just need to run the "mkisofs" utility to create your bootable ISO.

You now have a new bootable ESXi 5 ISO called "custom_esxi.iso" which will now automatically boot up with the specified static IP Address and install based on the ks.cfg that is included within the ISO.

Categories // Automation, ESXi Tags // bootable, ESXi 5.0, ESXi 5.0, iso, kickstart

How to Access USB Storage in ESXi Shell

03.13.2012 by William Lam // 29 Comments

While performing some experiments in my home lab, I needed to access a USB storage key directly on my ESXi host (not pass-through to VMs) and found it required a small trick after some tinkering. I thought I share the process in case this comes in handy for others.

Disclaimer: This is mainly for educational and testing purposes as this is not officially supported by VMware. Please use at your own risk.

Before I begin, you should know that only USB storage devices formatted with FAT16 can be accessed in the ESXi shell and is applicable to both ESXi 4.1 and 5.0.

Step 1 - Login to ESXi Shell via SSH and disable the USB Arbitrator service (this is automatically enabled by default to allow pass-through of USB devices to your VMs) using the following command: /etc/init.d/usbarbitrator stop

Step 2 - Plug-in your USB device to your ESXi host and you can verify by using the two ESXCLI commands: verifying the storage device using the command: esxcli storage core device list | grep -i usb or viewing the mounted filesystems using the command: esxcli storage filesystem list

Step 3 - Lastly, after you verify the USB device can be seen by the ESXi host, you can of course browse and access your USB device by looking under /vmfs/volumes/

Te re-enable pass-through of USB devices to your VMs, you just need to start the usbarbitrator service.

Categories // ESXi, Home Lab, Not Supported Tags // ESXi 4.1, ESXi 5.0, lsusb, usb

The Missing Piece In Creating Your Own Ghetto vSEL Cloud

10.31.2011 by William Lam // 21 Comments

Awhile back I discovered an undocumented flag called "esxvm" in the SQL statements of the new vCloud Director 1.5 installer that suggested the possibility of deploying nested ESXi hosts in vCD. However, after further investigation the flag only enables the automated deployment of an ESXi 5 parameter (vhv.allow) which is required to run nested ESXi 4.x/5.x hosts as part of preparing a new ESXi 5 hosts in vCloud Director. There was still a missing piece to the puzzle to enable this functionality within vCloud Director user interface.

The answer eventually came from attending a recent session at VMworld 2011 in Las Vegas CIM1436 - Virtual SE Lab (vSEL) Building the VMware Hybrid Cloud by Ford Donald of VMware. I will not go into detail about what vSEL is, if you would like more information take a look at this blog post The Demo Cloud at VMworld Copenhagen or check out Ford's VMworld presentation online. In one of Ford's slides, he describes the necessary steps to enable nested ESXi called ESX_VM mode in vCloud Director which actually consists of two parts:

  • Enable nested virtualization and 64-bit vVM support in vSphere 5
  • Enable special mode in vCloud Director called ESX_VM to allow for vSphere 4 and 5 hosts as valid guestOS types

There are also some additional steps that are required after enabling ESX_VM mode:

  • Preparing or re-preparing ESXi 5 hosts
  • Allowing for Promiscuous Mode in vCD-NI or VLAN-backed Network Pool

********************* DISCLAIMER *********************
This is not a supported configuration by VMware and this can disappear at any time, use at your own risk 

********************* DISCLAIMER *********************

Note: I will assume the reader has a good understanding of how to install/configure vCloud Director and how it works. I will not be going into any details in configuring or installing vCD, you can find plenty of resources on the web including here, here, here and here. I will also assume you understand how to configure vCD-NI and VLAN-backed network pools in vCloud Director and how they work.

The first part is to enable nested virtualization (nested ESXi) support within the ESXi 5 hosts when they're being prepared by vCloud Director by updating the following SQL statement as noted in my earlier blog post Cool Undocumented Features in vCloud Director 1.5:

UPDATE config SET value='true' WHERE name='extension.esxvm.enabled';

The second part is to update the vCloud Director database to add support for both vSphere 4 and 5 hosts as valid guestOS types:

INSERT INTO guest_osfamily (family,family_id) VALUES ('VMware ESX/ESXi',6);

INSERT INTO guest_os_type (guestos_id,display_name, internal_name, family_id, is_supported, is_64bit, min_disk_gb, min_memory_mb, min_hw_version, supports_cpu_hotadd, supports_mem_hotadd, diskadapter_id, max_cpu_supported, is_personalization_enabled, is_personalization_auto, is_sysprep_supported, is_sysprep_os_packaged, cim_id, cim_version) VALUES (seq_config.NextVal,'ESXi 4.x', 'vmkernelGuest', 6, 1, 1, 8, 3072, 7,1, 1, 4, 8, 0, 0, 0, 0, 107, 40);

INSERT INTO guest_os_type (guestos_id,display_name, internal_name, family_id, is_supported, is_64bit, min_disk_gb, min_memory_mb, min_hw_version, supports_cpu_hotadd, supports_mem_hotadd, diskadapter_id, max_cpu_supported, is_personalization_enabled, is_personalization_auto, is_sysprep_supported, is_sysprep_os_packaged, cim_id, cim_version) VALUES (seq_config.NextVal, 'ESXi 5.x', 'vmkernel5Guest', 6, 1, 1, 8, 3072, 7,1, 1, 4, 8, 0, 0, 0, 0, 107, 50);

To apply these SQL statements to your vCloud Director 1.5 database, you will need to login to either to your Oracle or SQL Server database and manually execute these statements using the account that you originally created.

Here is an example of executing the SQL statements on an Oracle Express 11g database (Oracle Express is not officially supported by VMware):

As you can see, we need we first create a new guest_osfamily type called "VMware ESX/ESXi" and we need to also provide a unique family_id, which from a default installation of vCloud Director 1.5, the next available value will be 6. Next, we need to create the two new guestos_type "ESXi 4.x" and "ESXi 5.x" and again we need to provide a unique guestos_id which from a default installation of vCloud Director 1.5, the next available values will be 81 and 82. If any errors are thrown regarding a constraint being violated, then the ids may already have been used, you can always query to see what the next value is or select a new id.

Once you have executed the SQL statements, you will need to restart the vCloud Director Cell for the changes to take effect and if you already have prepared ESXi 5 hosts, you will need to re-prepare the hosts.

If you prefer not to manually do this, you can take a look at my blog post Automating vCloud Director 1.5 & Oracle DB Installation which has been updated to allow you to enable ESX_VM mode with your vCloud Director 1.5 installation. There is a new flag in the vcd.rsp file called ENABLE_NESTED_ESX which can be toggled to true/false which will automatically perform the SQL statements as part of the post-installation of vCloud Director 1.5 and restart the vCD Cell for you.

Here is a screenshot if you decide to enable this flag:

Finally, the last configuration tweak is to enable both promiscuous mode and forged transmit in either your vCD-NI or VLAN-backed Network Pool which is a requirement to run nested ESXi hosts. You locate the name of your network pool to identify distributed portgroup.

Next you can either use the vCD API or login to your vCenter Server and enable the promiscuous mode for that specific distributed portgroup.

UPDATE: Thanks to @DasNing - You can also enable promiscuous mode by executing the following SQL query: UPDATE network_pool SET promiscuous_mode='1' WHERE name=';

We are finally done with all the configurations!

If you successfully completed the above, when you go and create a new virtual machine in vCloud Director, you should now have a new Operation System Family called "VMware ESX/ESXi"

Within this new OS family, you can now provision a new ESXi 4.x or ESXi 5.x guestOS

Here is an example of my own vGhettoPod which includes vMA5 and vESXi 5 host which I can use to perform various types of testing in my home lab.

Now you can create your own ghetto vSEL cloud using VMware vSphere 5, vCloud Director 1.5 and vShield 5!

Categories // Automation, ESXi, Nested Virtualization, Not Supported, Uncategorized Tags // ESXi 5.0, esxvm, nested, vcd, vcloud director, vsel, vSphere 5.0

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William is Distinguished Platform Engineering Architect in the VMware Cloud Foundation (VCF) Division at Broadcom. His primary focus is helping customers and partners build, run and operate a modern Private Cloud using the VMware Cloud Foundation (VCF) platform.

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