inVURTED.com

Following a number of requests, I have written a tutorial on setting up a Windows 2008 testing environment. Part 1 looks at installing Vmware Player and setting up the first virtual machine
ASSUMPTIONS:

• A supported operating system is used. Vmware Player supports most Microsoft operating systems as well as a number of Linux distributions. For the purposes of this tutorial, Windows 7 is the operating system used as the base.
• The account on the Windows 7 base operating system is either a member of the Local Administrators group or can elevate priveledges as required.
• At least 50 – 100 GB of storage space is available for all the virtual machines. It’s better to err on the side of caution.
• Vmware Player is the chosen hypervisor. Vmware Workstation could as easily be used if available. We use Vmware Player as the hypervisor due to it’s cross platform compatibility and its free licensing.
• We are only doing the setup of the first virtual machine. Further configuration will be done in subsequent tutorials.

On to the fun bits! As with most hypervisor technologies, the result of what we are doing here is allowing me to run two (or more) instances of operating systems on the one hardware platform. Vmware Player is our chosen hypervisor because it removes a lot of the guess work from deploying virtual machines. Vmware Workstation definitely gives us more granular control over the final conifguration. For our purposes, the default RAM, CPU and storage configurations are more than acceptable.

1. Install Vmware player following all the default configuration options. There is little need to change the installation path etc. unless absolutley necessary.
2. Once installed, run the program and select “Create new Virtual Machines”.
   
   This will start the wizard driven configuration of the new virtual machine that we will use as the basis for the testing environment.
3. One of the first configuration options is the installation media. We’re focussing on the first two options; providing either a CDROM or an ISO file to install from. It’s possible to network boot a virtual machine, but that’s something for later.
   If we load a CDROM into the drive, Vmware Player should recognise the operating system. Similarly with an ISO file.
   
4. Next up, the all important licence key. Windows 2008 R2, Enterprise will install without a key being provided. It will install in Evaluation Mode giving us sixty days to activate with a valid licence. Again, for purely testing purposes, we can ignore the licence key and come back to it later if we need to. The only configuration to be aware of is the version of Windows 2008 to install. The CDROM (or ISO file, in this case) has a number of different versions available. Make sure Windows 2008 R2 Enterprise is the selected option.
   
   The only other piece of information needed is the first user who is installed. The username can be Administrator, but Vmware Player will throw back a warning. Windows 2008 doesn’t treat the Administrator account the same as previous operating systems. To perform most administrative functions, we still have to elevate the credentials. The user name is invurted and a password of P@ssw0rd to meet complexity requirements.
5. Now we apply the name and location of the virtual machine. This is where the space requirement comes in. By default, Vmware Player saves the virtual machine files to the current user’s directory. Both the name and the save location can be changed at this point. A recommendation would be make sure the volume that you are saving the virtual machines to has enough space for all the hard disks that will be created.
   
6. The next step is to configure the virtual hard disk. In the physical world this would be the hard disk used as an installation target for Windows. It’s exactly the same in the virtual machine. The main difference is that the size represents the maximum size that the “physical” hard drive will be reported as to the Windows operating system.
   
   As this server will only provide domain controller and networking services for the lab environment, it’s been configured as a 20GB hard drive. In the real world, we would attach a second virtual hard drive of larger size that would store all of the application data, leaving the operating system with a volume all to itself.
7. Almost there!
   
   We have our final configuration ready to go. Before powering on the virtual machine for the first time, we need to customise the virtual machine.
   
   The networking configuration is the one major limitation of Vmware Player. Vmware Workstation has a lot more configuration options available.
   The three options are:
   • Bridged – the virtual machine will use an available physical adapter for the virtual machine. This will appear on the network as a separate device from the host operating system. As out virtual machine will be a domain controller, we don’t want to expose it to the real, potentially production, nework.
     DO NOT use a bridged adapter unless you are absolutley certain it is required.
   • NAT – the virtual machine will use the same IP address assigned to a physical adapter. Both the virtual machine and the host OS will appear on the network as the “same” device.
     DO NOT use a bridged adapter unless you are absolutley certain it is required.
   • Host only – This will create a software based virtual switch that virtual machines will be plugged into. The virtual machine will have no network connectivity unless a virutal routing device is created. This is the safest option as it removes the ability for our test lab to interfere with the real, production network.
8. As the machine powers up for the first time, we should see the familiar Windows starting screen. If at this point you don’t see it, check that the CDROM or ISO file is properly mounted.
   
   We need to mount the CDROM or ISO file through this interface.
   
   Once this is done, press CTRL+ALT+INSERT to force a reset of the virtual machine. If you hit CTRL+ALT+DELETE, this will open up the option to get to the task manager of the host operating system.
9. Go and get a cup of tea, sit back and relax because Windows 2008 is installing and there’s very little required at this point.
   
   Once Windows has finished installing, we should be presented with this screen. From this point on, there is no difference between the virual machine and a real version of Windows 2008.
   Power off the virtual machine and move onto Part 2!

That’s Part 1 complete. In Part 2 we’ll look at configuring the virtual machine as a domain controller and deploying additional servers for the rest of the lab.

As ever, if you have any questions, please email me (contactme [at] invurted dot com).