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Semi-Interactive automated ESXi installation

05.09.2011 by William Lam // 18 Comments

There was a recent thread in the VMTN community forums where a user wanted to provide user input prior to an automated ESXi installation. This may sound odd at first, especially when we are talking about an unattended installation, the last thing you want is any type of user interaction. The reason for this requirement was to maintain a generic kickstart configuration file and based on the site specific input (IP Address, Netmask, Gateway, Hostname and DNS Servers), the ESXi installation would be able to deploy and configure itself the same across multiple locations.

UPDATE (01/10/19) - For ESXi 6.5 or greater, please take a look at this blog post for an updated solution

UPDATE (10/28/15) - Please take a look at this blog post on how to prompt for user input during an interactive or scripted installation of ESXi.

The other reason for this requirement is that all hosts in the user's environment must be configured with a static IP Address, this is not an uncommon requirement for many production environments to not have DHCP enabled networks. I can only assume the initial network the host is being built is either a private build network or booting off of local media such as a USB or CD-ROM device.

Whether you are booting off of local media or via PXE over the network, you have the ability to specify some boot parameters which includes things like IP Address, Netmask, Gateway and DNS Servers. These "bootstrap" options are fully supported and documented in the ESXi Installation Section. You can also specify advanced VMkernel boot parameters which may not be officially supported by VMware, but you can take a look here for more details.The concept of specifying these boot parameters is nothing new and has been supported since the early days of classic ESX and other popular UNIX/Linux distros for PXE boot/installations.

When you boot the ESXi installer, you may have seen a screen similar to the following in which you have a few seconds to hit the "tab" key to edit the boot options.

Once you hit the "tab" key, you will be able to see what the default boot options are and if you are PXE booting, you will also see some IP information appended towards the end of the string. This is where you can append or update additional parameters and later read in by your kickstart script.

Here is an example of an ESXi installation being PXE booted over the network and I have added 4 supported boot parameters and 2 custom ones.

If you take a look at the screenshot, the "+++" IP information towards the end is what was given by the DHCP server but I am interested in specifying a different IP Address for the ESXi installer to boot from. I provided new entries for ip, netmask, gateway and nameserver. You can also see that I introduced two new variables called hostname and dc, these will be used to specify the hostname of the ESXi host and also the name of the datacenter which will be used later in the kickstart script to rename a datastore.

Note: If you redefine the IP information, you do not need to change the IP information found after the "+++", these will just be over-written with the new IP information.

When specifying these boot parameters, you need to make sure it is after the "vmkboot.gz" but before "--- vmkernel.gz". To help make this clear, I have colorized the section that was appended to the default options.

vmkboot.gz dc=ghettoDC hostname=vesxi41-2.primp-industries.com ip=172.30.0.200 netmask=255.255.255.0 gateway=172.30.0.1 nameserver=172.30.0.100 ks=http://172.30.0.108/esxi41u1/ks.cfg --- vmkernel.gz --- sys.vgz --- cim.vgz --- ienviron.vgz --- install.vgz

Note: You can create any custom variables, the key in using the custom variables will be parsing from the boot command line using vsish which will be defined in your kickstart script. This will work also work for local media, but you MUST use a kickstart to perform the actual installation or inject the kickstart script into a custom ISO.

After you have provided all the input, you will then boot the installer and the the following kickstart configuration file is used to parse the boot options using vsish.

accepteula
autopart --firstdisk --overwritevmfs
rootpw vmware
install url http://172.30.0.108/esxi41u1
reboot

%include /tmp/networkconfig

%pre --unsupported --interpreter=busybox

CMDLINE_FILE=/tmp/cmdline
ESXI_INSTALL_LOG=/var/log/esxi_install.log

# extract boot options
vsish -e get /system/bootCmdLine > ${CMDLINE_FILE}

# extract and set variables
HOSTNAME=$(cat ${CMDLINE_FILE} | grep hostname | sed -e 's/.*hostname=\([^ ]*\).*/\1/')
IPADDR=$(cat ${CMDLINE_FILE} | grep ip | sed -e 's/.*ip=\([^ ]*\).*/\1/')
NETMASK=$(cat ${CMDLINE_FILE} | grep netmask | sed -e 's/.*netmask=\([^ ]*\).*/\1/')
GATEWAY=$(cat ${CMDLINE_FILE} | grep gateway | sed -e 's/.*gateway=\([^ ]*\).*/\1/')
NAMESERVER=$(cat ${CMDLINE_FILE} | grep nameserver | sed -e 's/.*nameserver=\([^ ]*\).*/\1/')
DC=$(cat ${CMDLINE_FILE} | grep dc | sed -e 's/.*dc=\([^ ]*\).*/\1/')

# create networkline based on boot options
echo "network --bootproto=static --hostname=${HOSTNAME} --ip=${IPADDR} --netmask=${NETMASK} --gateway=${GATEWAY} --nameserver=${NAMESERVER} --addvmportgroup=0" > /tmp/networkconfig

# persist custom variables in ESXi install log for %post section
echo "GHETTO_CUSTOM_VARIABLE-DC ${DC}" >> ${ESXI_INSTALL_LOG}

%firstboot --unsupported --interpreter=busybox --level=9999

#extract custom variables in ESXi install log
DC=$(grep "^GHETTO_CUSTOM_VARIABLE-DC" /var/log/esxi_install.log | awk '{print $2}')

vim-cmd hostsvc/datastore/rename datastore1 "${DC}-datastore1"

vim-cmd hostsvc/maintenance_mode_enter
vim-cmd hostsvc/enable_remote_tsm
vim-cmd hostsvc/start_remote_tsm
vim-cmd hostsvc/enable_local_tsm
vim-cmd hostsvc/start_local_tsm

The script does the following:

  1. Reads the boot options using vsish and temporarily stores the output to /tmp/cmdline for later use
  2. Extracts all the relevant boot parameters in /tmp/cmdline and stores them in variables to be used in the script.
  3. Creates the "network" stanza for static IP assignment of the ESXi host which includes: Hostname, IP Address, Netmask, Gateway and Nameserver
  4. Writing out the custom variable "dc" into /var/log/esxi_install.log because this will be persisted through the reboot and can be later read in for any %firstboot operations.
  5. Upon the reboot, %firstboot will execute and read from /var/log/esxi_install.log to extract the "dc" variable in which it will use to rename the local datastore

Note: The above is just an example of what you can do with custom parameters. You can easily add as many as you need for site specific configurations and then use those input in your post configure your ESXi host. Also note that you do not need to make sure of ip,netmask,gateway,dns parameters to use custom variables, these are all optional.

You can add as many custom entries as you would like, but this can easily get error prone due to the amount of typing required. One thing you can do to minimize the amount of typos is to pre-specify the custom variables in your PXE/TFTP configuration file.

To do so, your PXE/TFTP configuration file would look something like this:

IMEOUT 300 #30 seconds
PROMPT 1
DEFAULT menu.c32
SAY -
SAY vga - Install esxi410u1 (vga console)
SAY -

LABEL www.virtuallyghetto.com - Semi-Interactive ESXi Install
KERNEL mboot.c32
APPEND vmkboot.gz dc= hostname= ip= netmask= gateway= nameserver= ks=http://172.30.0.108/esxi41u1/ks.cfg --- vmkernel.gz --- sys.vgz --- cim.vgz --- ienviron.vgz --- install.vgz
IPAPPEND 1

This not only reduces the amount of typing but also lets the user know what variables must be defined in order for the installation to proceed.

I totally understand where the user is coming from and I have had this requirement in the past but I think having a static DHCP entry and maintaining a simple configuration file can easily solve this problem. This not only makes the deployment process hands-off as it should be in the first place but also removing the human factor out of the equation. Can you imagine deploying 100-300 ESXi hosts in a day? I sure can not if I had to manually type out all those addresses by hand.

Categories // Automation, ESXi Tags // ESXi 4.1, kickstart, ks.cfg

How to automatically add ESX(i) host to vCenter in Kickstart

03.29.2011 by William Lam // 65 Comments

While recently updating my Automating Active Directory Domain Join in ESX(i) Kickstart article, it reminded me an old blog post by Justin Guidroz who initially identified a way to add an ESXi host to vCenter using python and the vSphere MOB. The approach was very neat but was not 100% automated as it required some user interaction with the vSphere MOB to identify certain API properties before one could potentially script it within a kickstart installation.

I decided to revisit this problem as it was something I had investigated awhile back. There are numerous ways on getting something like this to work in your environment, but it all boils down to your constraints, naming convention and provisioning process. If you have a well defined environment and utilizing a good naming structure and can easily identify which vCenter a given ESX(i) host should be managed from, then this can easily be integrated into your existing kickstart with minor tweaks. This script was tested on vCenter 4.1 Update 1 and ESXi 4.1 and 4.1 Update1.

UPDATE (03/29/2011): Updated the IP Address extraction to use gethostbyname and added proper logout logic after joining vCenter.

UPDATE (02/01/2013): I have provided a download link to the joinvCenter.py script below as there have been some funky formatting issues when displaying the script. For ESXi 5.x hosts, you will need to ensure httpClient is enabled (disabled by default) on the ESXi firewall else it will not be able to connect to your vCenter Server. Please refer below for the instructions.

There are a few steps that are necessary before we get started and a recommended one for those that have security concerns around this solution.

Step 1 - You will need to extract some information from the vCenter server in which you would like your ESX(i) hosts to join. You will need to generate an inventory path to the vCenter cluster which will take the form of: [datacenter-name]/host/[cluster-name], this will automatically locate the managed object ID of your vCenter cluster which is required as part of the host add process. This was a manual process in Justin's original solution.

In this example, I have a datacenter called "Primp-Skunkworks" and a cluster under that datacenter called "Primp-Skunkworks-Cluster", the inventory path will look like the following:  

"Primp-Skunkworks/host/Primp-Skunkworks-Cluster"

You will need this value to populate a variable in the script which will be described a little bit later

Step 2 - As you may have guessed, to add an ESX(i) host to vCenter, you will need to connect to vCenter server and use an account that has the permission to add a host. It is recommended that you do not use or expose any administrative accounts for this as the credentials are stored within the script unencrypted. A work around is to create a service account whether that is a local account or an Active Directory account with only the permission to add an ESX(i) host to a vCenter cluster. You will create a new role, in this example I call it "JoinvCenter" and you just need to provide the Host->Inventory->Add host to cluster privilege.

Once you have created the role, you will need to assign this role to the service account user either globally in vCenter if you want to add to multiple cluster or a given datacenter/cluster.

Now that we have the pre-requisites satisfied, we will need to populate a few variables within the script which will be used in your %post section of ESX(i) kickstart configuration file.

This variable defines the name of your vCenter server, please provide the FQDN:

This variable define the vCenter cluster path which was generated earlier:

These variables define the server account credentials used to add an ESX(i) host to vCenter. You will need to run the following command to encode the selected password. You will need access to a system with python interpreter to run the following command:

python -c "import base64; 
print base64.b64encode('MySuperDuperSecretPasswordYo')"

Note: This does not encrypt your password but obfuscate it slightly so that you are not storing the password in plain text. If a user has access to the encoded hash, it is trivial to decode it.

These variables define the ESX(i) root credentials which is required as part of the vCenter add process. If you do not want to store these in plain text, you will also need to encode them using the command in previous section:

We are now all done and ready to move forward with the actual script which will be included in your kickstart configuration. As a sanity check, you can run this script manually on an existing ESX(i) host to ensure that the process works before testing in kickstart. For ESXi 5.x hosts, ensure httpClient firewall ruleset is enabled by following ESXCLI command:

esxcli network firewall ruleset set -e true -r httpClient

 You should also ensure this is the very last script to execute as I ran into a race condition while the root password was being updated automatically from the default 999.* scripts. To ensure this is the very last script, set the --level to something like 9999 in your %firstboot stanza

Download: joinvCenter.py

To aide in troubleshooting, the script also outputs the details to syslog and on ESX(i), it will be stored in /var/log/messages and you can just search for the string "GHETTO-JOIN-VC". If everything is successful, after %firstboot section has completed, you should be able to see an ESX(i) host join vCenter and the following in the logs.

Tips: You should only see "Success" messages, if you see any "Failed" messages, something went wrong. If you are still running into issues, make sure your ESX(i) host has it's hostname configured with FQDN and you should see an error on your vCenter server if it fails to whether it's due to hostname and/or credentials. You can also redirect the output of the script to local VMFS volume for post-troubleshooting.

Depending on your provision process and how you determine which ESX(i) host should join which vCenter/cluster, you can easily add logic in the main kickstart configuration file to automatically determine or extract from a configuration file and dynamically update joinvCenter.py script prior to execution.

I would like to thank Justin Guidroz and VMTN user klich for their contributions on the python snippets that were used in the script. 

FYI - I am sure the python code could be cleaner but I will leave that as an exercise for those more adept to python. My python-fu is not very strong 😉

Categories // Uncategorized Tags // ESXi 4.1, kickstart, vCenter Server

Automating Active Directory User Management in ESXi Kickstart

02.24.2011 by William Lam // 2 Comments

In the previous post we looked at Automating Active Directory Domain Join in ESXi Kickstart. We are now going to look at adding domain users without having to manually go through vSphere Client or external scripts after an ESXi host has been provisioned. We are going to be leveraging vim-cmd to accomplish this during the kickstart installation. Before doing so, you will need to know the the available roles on a default ESXi host and the syntax for a given permission.

To see the available roles, you can run the following command on an already provisioned ESXi host:

vim-cmd vimsvc/auth/roles | less

The default roles on an ESXi host are:

  • NoAccess
  • ReadOnly
  • Admin

To see the existing permissions, you can run the following command on an already provisioned ESXi host:

vim-cmd vimsvc/auth/permissions

These entries will match what you see in the vSphere Client and dictate who has login access to the ESXi host.

To add a new permission, we will be using the "vim-cmd vimsvc/auth/entity_permission_add" and it requires five parameters.

  • First - Entity (This can be found by looking at the output from permissions)
  • Second - Username
  • Third - Boolean on whether this is a group or not (should be false)
  • Fourth - The role to be applied to the user
  • Fifth - Boolean on whether to propagate this permission

If you manually add a domain user, you can easily verify the user can login by running the "id" command which will perform a look up on the user. If it is successful, it should return an entry corresponding to something like this:

Note: We need to use the double slash "\" to escape the initial slash when running the query. Also make note of the domain name as it may or may not match your full domain name.

We are now ready to craft a simple script that will add domain users as part of the ESXi kickstart process. The following snippet should be placed in the %firstboot section of your kickstart and after your Active Directory domain join code. Make sure you replace the DOMAIN_NAME variable along with the usernames. In the example I have two separate for loops to handle ReadOnly and Admin users, you do not need both if you are only adding one type of users.

The script basically performs a simple 60sec sleep to ensure the domain join process has completed before continuing. If you do not place a sleep, the subsequent code will fail to execute. The next step is to validate the user by doing a simple lookup using "id" command and upon successful look up of the user, we add the appropriate permissions.

Note: We only have two add these two entities: "vim.Folder:ha-folder-root" and "vim.ComputeResource:ha-compute-res" to properly add a permission.

If everything was successful, after your ESXi installation you now should have your host joined to your Active Directory and a list of domain users who now have permission to login to the ESXi host. You can verify by using the vSphere Client and taking a look at the Permissions tab.

If you would like to create custom roles on your ESXi host, you can use the following command:

vim-cmd vimsvc/auth/role_add

Note: The syntax for the privileges parameter lists only five, but it actually accepts as many as you need with the custom role

Categories // Uncategorized Tags // active directory, ESXi 4.1, kickstart, mob, vimsh

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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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