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New Instant Clone Architecture in vSphere 6.7 - Part 1

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Instant Clone or VMFork (as it is referred internally) has been around for a number of years now. It was initially available as part of vSphere 6.0 with the primary consumer being Horizon View and their just-in-time desktop solution. Although Instant Clone was part of the core vSphere platform, public APIs were not available for external consumption. Many customers were interested in the technology to enable other non-VDI use cases such as Dev/Test, Continuous Integration/Continuous Development (CI/CD) and even Container workloads. Part of the reason for not exposing the API was partially due to the original Instant Clone architecture which has certain limitations and constraints.

In addition, VMware was also interested in getting feedback from customers on how they would like to consume Instant Clone from an Automation standpoint, this was important because the current workflows were also some what complex. This started out with the release of a PowerCLI Instant Clone Extension Fling that provided an abstraction on top of the private APIs. Based on that and other feedback, VMware followed that up by releasing Instant Clone for pyvmomi (vSphere SDK for Python) Fling which gave customers more programmatic access to the private APIs. Both Flings were a huge success and we even had customers using the pyvmomi Instant Clone modules in Production to deploy several hundred Instant Clone VMs per day for their CI/CD workloads.

Taking the learnings from both Horizon View and the feedback from customers using the Flings, the Instant Clone Product/Engineering team has been hard at work behind the scenes on simplifying the Instant Clone architecture and removing limitations and constraints that had existed in earlier versions. As you can imagine, this was a non-trivial amount of work that would need to be released in phases, especially as VM lifecycle management touches almost every part of the vSphere stack. The team really focused on ease of consumption, especially from an Automation standpoint which is how most customers prefer to consume Instant Clone.

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Automating VM keystrokes using the vSphere API & PowerCLI

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I am constantly amazed at the number of new use cases that can now be enabled with some of the new and updated capabilities of our vSphere Platform. I recently discovered a new vSphere API that was introduced in vSphere 6.5 called PutUsbScanCodes() which may sound a little strange but it enables some really slick Automation capabilities. This feature allows customers to send keyboard character keystrokes directly to a VM regardless of the underlying OS. In fact, the OS does not even have to be booted up for this to work which means there is no reliance on VMware Tools as this is happening at the Virtual Hardware layer.

You might ask, why would this be interesting? Lets take a look at a scenario that I had ran into years ago when I was a customer and why this feature would have really helped. At the time, there were several Virtual Appliance solutions that I needed to deploy, although I could automate the deployment, I could not automate the initial setup process. The reason for this is that before the OS is fully booted up, it required the user to interactively provide password on boot which can only be done using the VM Console. This meant solutions like the Guest Operations API was out of the question since VMware Tools is not running during this time. I suspect many of you have probably came across a similiar situation, where you are prompted for a password or some other manual input was required and the only solution is to be in front of the VM Console. Some other interesting use cases that this feature could help with are OS installations where automated deployments may not be possible due to the type of OS, automated filesystem check (fsck) or verification where manual intervention was the only option. The possibilities for this API is truly endless and I am sure there are many many more use cases where this feature could be used.

OK, so now that are you sold on the feature, lets take a look at how it works! I have built a PowerCLI script called VMKeystrokes.ps1 which demonstrates the use of this vSphere API.

The API takes in an array of scan code events or what is referred to as USB Human Interface Device (HID) Codes which is part of the USB specification for human interactions with a computer system. There was not any details on what exactly this even looked like, so it took me awhile to figure out the input and what the API was expecting. I found this online reference here which provided a mapping of keyboard keys to their respective scan codes which I have implemented a subset of the scan codes within my script. However, upon further inspection, these scan codes could not be used as-is and required a conversion to the appropriate HID format which can be seen in my code. There also a modifier type within the API that can be associated with a given scan code. One use for this is to send an upper-case character rather than a lower case.

Lets now go through a demonstration to see how the Set-VMKeystrokes function works. In my environment, I have a PhotonOS VM running and I want to automate the login via the console which means I want to pass in the username (root), hit return, pass in the password (VMware1!) and hit return.

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How to automate the deployment of an un-configured VCSA 6.5 (Stage 1 only)?

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In vSphere 6.5, the VCSA deployment has changed from a "Single" monolithic stage where a user inputs all of the required parameters up front and then the installer goes and deploys/configures the VCSA. In the new VCSA UI Installer, we still continue to provide a "Single" monolithic user experience but behind the scenes, the deployment is now actually composed of two distinct stages, creatively called Stage 1 and Stage 2.

  • Stage 1 - Initial OVA deployment which includes basic networking + OS password
  • Stage 2 - Applying the VCSA specific configurations (e.g. External Platform Services or Embedded VCSA)

One reason why this is so useful is that in previous releases of the VCSA, if you had fat fingered say the DNS entry or wanted to change the IP Address/Hostname before applying the actual application configurations, your only option was to re-deploy the VCSA, not a very good user experience. With this new deployment model, customers now have the ability to either go through both Stage 1 and Stage2 or they can stop just after Stage 1 which would allow them to make necessary edits before continuing to Stage 2. If you decide to stop after Stage 1, then to complete the deployment, you will need to open a browser and finish the configuration using the VCSA's Virtual Appliance Management Interface (VAMI) at https://[VCSA-HOSTNAME-OR-IP]:5480

vcsa-6-5-installer-3
Once on the VAMI UI, you will want to select the "Set up vCenter Server Appliance" which will then launch the configuration wizard. From here, you will have the option of changing some of the settings that you had provided in Stage 1 such as the IP Address or things like NTP or enabling SSH access as shown in the screenshot below. Once you have confirmed these settings, it will be saved and then you will move onto Stage 2 to complete the configuration of your VCSA deployment.

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