Course Description

CERTIFICATION: Prepares attendees to challenge an independent Certified Virtualization Specialist exam.

This powerful 5-day class is an intense introduction to virtualization using VMware’s vSphere™ 5.0 including VMware ESX™ 5.0 and vCenter™. Assuming no prior virtualization experience, this class starts with the basics and rapidly progresses to more advanced topics. More than 40% of class time is devoted to labs so concepts, skills and best practices are developed and reinforced.

Initial labs focus on installation and configuration of stand-alone ESXi servers. As the class progresses, shared storage, networking and centralized management are introduced. The class continues on to more advanced topics including resource balancing, high availability, backup and recovery, troubleshooting and more. Disaster recovery, rapid deployment, hot migration and workload consolidation are also covered

This class is unique in its approach; which is to identify common IT pain points and then clearly explain and demonstrate how virtualization delivers clear, tangible benefits (e.g.: reduced costs, greater consistency, responsiveness, reduced administration, server consolidation, etc.). Each topic is presented from the perspective of delivering key business value; not just the technical or mechanical aspects of the software.

By the end of the class, attendees will have learned the benefits, skills, and best practices of virtualization. Attendees will be able to design, implement, deploy, configure, monitor, manage and troubleshoot VMware vSphere 5.0.



At the end of the course, attendees will be able to:

  • Explain the many significant benefits of virtualization
  • Install ESXi Server according to best practices
  • Configure and manage local storage
  • Create virtual, distributed virtual, and virtual to physical LAN segments
  • Understand and use shared SAN storage including Fibre SAN, iSCSI SAN
  • Define and use file share (NAS) datastores
  • Install, configure and administer VMware vCenter
  • Create virtual machines, install operating systems and applications
  • Rapidly deployment of VMs using golden-master templates
  • Create clones – one-time copies of virtual machine
  • Perform VM cold migrations, hot migrations and Storage VMotion
  • Configure, manage, monitor and secure users and groups
  • Understand the benefits and trade offs of network, SAN
  • Deploy and use VMware Data Recovery to back up and recover VMs
  • Create and manage load balanced clusters
  • Understand, create and manage high availability clusters to protect against VM service loss caused by ESXi server failures
  • Monitor and tune both ESXi and virtual machine performance
  • Patch and update ESXi servers using vCenter Update Manager
  • Understand how VMware and third party products, including operating systems, are impacted by virtualization
  • Troubleshoot common problems



5 days


Target Audience

This class is suitable for anyone who want to learn how to extract the maximum benefit from their investment in Virtual Infrastructure, including:

  • System architects or others who need to design virtual infrastructure
  • Security specialists responsible for monitor, managing, securing and administering Virtual Infrastructure
  • Operators responsible for day-to-day operation of Virtual Infrastructure
  • Performance and capacity analysts who need to understand, provision, monitor and performance tune Virtual Infrastructure
  • Backup Administrators who need to understand the impact of existing and new back up strategies in a virtual environment
  • Business Continuity specialists responsible for disaster recovery and high availability
  • Storage administrators who need to understand how VMware ESX uses Fibre SAN and iSCSI SAN volumes and NAS datastores
  • Managers who need an unbiased understanding of virtualization before committing their organization to a virtual infrastructure deployment.


Course Prerequisites

Attendees should have user, operator or administrator experience on common operating systems such as Microsoft Windows®, Linux™, UNIX™, etc. Experience installing, configuring and managing operating systems, storage systems and or networks is useful but not required. We assume that all attendees have a basic familiarity with PC server hardware, disk partitioning, IP addressing, O/S installation, networking, etc.


Suggested Follow on Courses

There are a number of options of suitable follow-on courses, depending on your business needs. Please contact us for further details.


Course Content

Hands On Labs

Attendees will complete the following hands on labs during the class:

  • Install of ESXi 5.0 and perform post-install configurations
  • Create and update network Standard Virtual Switches
  • Define, connect to and browse NFS file shares
  • Create a Virtual Machine. Install Windows 2003 into the VM. Install VMware Tools into the VM. Add 3rd party tools and utilities to the VM
  • Install and configure vCenter on Windows 2003. Install vCenter Modules
  • Configure vCenter’s inventory views to organize inventory objects
  • Work with Clones and Templates. Convert a VM into a template. Rapidly deploy new VMs from template. Copy VMs using cloning. Use guest OS customization to easily change the identity of a VM. Create, update and deploy VMs using Guest OS Customization Specifications
  • Work with virtual disks. Hot add a secondary virtual disk. Grow a non-system volume. Grow a Windows system disk and increase it’s partitions without the need for 3rd party tools
  • Work with vCenter permissions. Use and customize Roles
  • Create, update and work with Network Standard vSwitches. Create NIC Teams for added performance and redundancy
  • iSCSI, Fibre Storage Area Networks. Connecting to shared storage
  • VMware VMFS – VMware’s proprietary cluster file system. How to create, tune and grow VMFS volumes
  • Resource management. Work with resource tuning settings. Create, manage and monitor Resource Pools
  • VM migration including Cold Migration, Storage Migration and VMotion
  • Automated VM resource load balancing with DRS clusters
  • Use HA clusters to minimize VM down time due to server failures
  • Back up and restore VMs using VMware Data Recovery
  • Using Converter Enterprise to migrate physical machines to VMs
  • vCenter alarms for monitoring key infrastructure objects. Send SNMP traps to a trap receiver on high VM resource consumption
  • Set up VMware Update Manager to patch/update ESXi hosts
  • Performance analysis and benchmarking storage and networking


Attendees have the option to earn ESXLab Certified Virtualization Specialist (ECVS) by challenging a certification exam at the end of the course.

Chapter 1 – Virtualization Infrastructure Overview

Virtualization explained

How VMware virtualization compares to traditional PC deployments

Common pain points in PC Server management

How virtualization effectively addresses common IT issues

VMware vSphere software products

Chapter 2 – How to Install, Configure ESXi 5.0 Installable

Understanding ESXi

Selecting, validating and preparing your server

Storage controllers, disks and partitions

Software installation and best practices

Joining ESXi to a Domain

First look at the VMware vSphere Client

Chapter 3 – Virtual and Physical Networking

vNetwork standard and distributed virtual Switches

Virtual Switches, Ports and Port Groups

Creating VMkernel ports

Creating, sizing and customizing Virtual Switches

Chapter 4 – NAS Shared Storage

Benefits Shared Storage offer to Virtual Infrastructure

Shared Storage options

NFS Overview

Configuring ESX to use NFS Shares

Troubleshooting NFS connections

Chapter 5 – Virtual Hardware and Virtual Machines

VM virtual hardware, options and limits

Sizing and creating a new VM

Assigning, modifying and removing Virtual Hardware

Working with a VM’s BIOS

VMware remote console applications

Installing an OS into a VM

Driver installation and customization

Chapter 6 – vCenter

vCenter feature overview and components

VMware Licensing

Organizing vCenter’s inventory views

Importing ESX hosts into vCenter management

Troubleshooting vCenter

Chapter 7 – VM Rapid Deployment using Templates, Clones

Templates – Virtual Machine Golden Master images

Creating, modifying, updating and working with Templates

Patching, and refreshing Templates

Cloning, one time copies of VMs

Best practices for cloning and templating

Adding and resizing virtual disks

Chapter 8 – ESXi and vCenter Permission Model

VMware Security model

Configuring local users and groups

Managing local permissions

vCenter security model

Local, Domain and Active Directory users and groups

How permissions are applied

Chapter 9 – Using Fibre and iSCSI Shared Storage

Fibre SAN overview

Identifying and using Fibre Host Bus Adapters

Scanning and Rescanning Fibre SANs

iSCSI overview

Virtual and physical iSCSI adapters

Connecting to iSCSI storage

Scanning and rescanning iSCSI SANS

Performance and redundancy considerations and best practices

Chapter 10 – VMware File System (VMFS)

Unique file system properties of VMFS

<>Managing shared Volumes

Creating new VMFS partitions

Managing VMFS capacity with LUN spanning and LUN expansion

Native and 3rd party Multipathing with Fibre and iSCSI SANs

VMFS performance considerations

Chapter 11 – Resource Management and Resource Pools

How ESX delivers resources to VMs

Shares, Reservations and Limits

CPU resource scheduling

Memory resource scheduling

Resource Pools

Chapter 12 – ESX and vCenter Alarms

Alarm categories and definitions

Creating custom alarms and actions

Reviewing alarms and acknowledging them

Chapter 13 – Host Profiles

Using Host Profiles to capture an ESXi host configuration

Perform configuration compliance scans

Remediating out of compliance configuration issues

Rapid ESXi host deployment/configuration with Host Profiles

Chapter 14 – Consolidation with vCenter Converter Standalone

vCenter Converter overview

Converting physical machines, virtual machines and OS Images

Cold migrations of physical machines to virtual machines

Hot migrations of physical machines to virtual machines

Chapter 15 – Back Up, Recovery with VMware Data Recovery

Pro’s and Con’s of traditional back up strategies

Backing up VMs with VMware Data Recovery

Backing and restoring your ESXi server configuration

Third party VM back up solutions


Chapter 16 – VM Hot and Cold Migration, Storage VMotion

Cold Migrations to new ESX hosts, datastores

Hot Migrations with VMotion

VMotion requirements and dependencies

How VMotion works – detailed explanation

Troubleshooting VMotion

Storage VMotion for hot VM disk migrations

Chapter 17 – Load Balancing w. Distributed Resource Scheduler

Delegated resource management with Resource Pools

Resource balanced clusters with VMware Distributed Resource Scheduler

DRS Cluster configuration and tuning

Per-VM cluster policy overrides

Chapter 18 – Failure Recovery with High Availability Clusters

High Availability options to minimize unplanned down time

VMware High Availability clusters

VMware Fault Tolerance

Chapter 19 – Patch Management with VMware Update Manager

Configure and enable VMware Update Manager

Establishing a patch baseline

Verifying compliance and patching ESXi hosts

Chapter 20 – Managing Scalability and Performance

VMkernel CPU and memory resource management mechanisms

Tuning VM storage I/O performance

Identifying and resolving resource contention

Monitoring VM and ESX host performance

Performance and capacity planning strategies

Chapter 21 – Final Thoughts

Consolidation guidelines for VMs and Storage

Determining which workloads to consolidate

Other considerations


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