NSVPX_GettingStartedGuide_rev2

Citrix® NetScaler® VPX 9.1

Citrix NetScaler VPXGetting Started Guide

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CITRIX SYSTEMS, INC. OR ITS SUPPLIERS DO NOT ASSUME ANY LIABILITY THAT MAY OCCUR DUE TO THE USE OR APPLICATION OF THE PRODUCT(S) DESCRIBED IN THIS DOCUMENT. INFORMATION IN THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUT NOTICE. COMPANIES, NAMES, AND DATA USED IN EXAMPLES ARE FICTITIOUS UNLESS OTHERWISE NOTED.

The following information is for FCC compliance of Class A devices: This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio-frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case users will be required to correct the interference at their own expense.

Modifying the equipment without Citrix' written authorization may result in the equipment no longer complying with FCC requirements for Class A digital devices. In that event, your right to use the equipment may be limited by FCC regulations, and you may be required to correct any interference to radio or television communications at your own expense.

You can determine whether your equipment is causing interference by turning it off. If the interference stops, it was probably caused by the NetScaler Request Switch™ 9000 Series equipment. If the NetScaler equipment causes interference, try to correct the interference by using one or more of the following measures:

Move the NetScaler equipment to one side or the other of your equipment.

Move the NetScaler equipment farther away from your equipment.

Plug the NetScaler equipment into an outlet on a different circuit from your equipment. (Make sure the NetScaler equipment and your equipment are on circuits controlled by different circuit breakers or fuses.)

Modifications to this product not authorized by Citrix Systems, Inc., could void the FCC approval and negate your authority to operate the product.

BroadCom is a registered trademark of BroadCom Corporation. Fast Ramp, NetScaler, WANScaler, Citrix XenApp, and NetScaler Request Switch are trademarks of Citrix Systems, Inc. Linux is a registered trademark of Linus Torvalds. Internet Explorer, Microsoft, PowerPoint, Windows and Windows product names such as Windows NT are trademarks or registered trademarks of the Microsoft Corporation. NetScape is a registered trademark of Netscape Communications Corporation. Red Hat is a trademark of Red Hat, Inc. Sun and Sun Microsystems are registered trademarks of Sun Microsystems, Inc. Other brand and product names may be registered trademarks or trademarks of their respective holders.

Software covered by the following third party copyrights may be included with this product and will also be subject to the software license agreement: Copyright 1998 © Carnegie Mellon University. All rights reserved. Copyright © David L. Mills 1993, 1994. Copyright © 1992, 1993, 1994, 1997 Henry Spencer. Copyright © Jean-loup Gailly and Mark Adler. Copyright © 1999, 2000 by Jef Poskanzer. All rights reserved. Copyright © Markus Friedl, Theo de Raadt, Niels Provos, Dug Song, Aaron Campbell, Damien Miller, Kevin Steves. All rights reserved. Copyright © 1982, 1985, 1986, 1988-1991, 1993 Regents of the University of California. All rights reserved. Copyright © 1995 Tatu Ylonen, Espoo, Finland. All rights reserved. Copyright © UNIX System Laboratories, Inc. Copyright © 2001 Mark R V Murray. Copyright 1995-1998 © Eric Young. Copyright © 1995,1996,1997,1998. Lars Fenneberg. Copyright © 1992. Livingston Enterprises, Inc. Copyright © 1992, 1993, 1994, 1995. The Regents of the University of Michigan and Merit Network, Inc. Copyright © 1991-2, RSA Data Security, Inc. Created 1991. Copyright © 1998 Juniper Networks, Inc. All rights reserved. Copyright © 2001, 2002 Networks Associates Technology, Inc. All rights reserved. Copyright (c) 2002 Networks Associates Technology, Inc. Copyright 1999-2001© The Open LDAP Foundation. All Rights Reserved. Copyright © 1999 Andrzej Bialecki. All rights reserved. Copyright © 2000 The Apache Software Foundation. All rights reserved. Copyright (C) 2001-2003 Robert A. van Engelen, Genivia inc. All Rights Reserved. Copyright (c) 1997-2004 University of Cambridge. All rights reserved. Copyright (c) 1995. David Greenman. Copyright (c) 2001 Jonathan Lemon. All rights reserved. Copyright (c) 1997, 1998, 1999. Bill Paul. All rights reserved. Copyright (c) 1994-1997 Matt Thomas. All rights reserved. Copyright © 2000 Jason L. Wright. Copyright © 2000 Theo de Raadt. Copyright © 2001 Patrik Lindergren. All rights reserved.

Last Updated: November 2009

CONTENTS

Contents

PrefaceAbout This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iNew in This Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiAudience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiFormatting Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiRelated Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiGetting Service and Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiDocumentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Chapter 1 Citrix NetScaler VPX OverviewNetScaler VPX Setup for Citrix XenServer Platform . . . . . . . . . . . . . . . . . . . . . . . .1

Citrix XenServer™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Citrix XenCenter™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

NetScaler VPX Setup for VMware ESX Platform . . . . . . . . . . . . . . . . . . . . . . . . . .3VMware ESX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3VMware vSphere Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Example of a NetScaler VPX Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Chapter 2 Installing NetScaler VPX on XenServerPrerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

XenServer Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5XenCenter System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Installing NetScaler VPX by using XenCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Chapter 3 Installing NetScaler VPX on VMware ESX

2 Citrix NetScaler VPX Getting Started Guide

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9VMware ESX Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10VMware vSphere Client 4.0 System Requirements . . . . . . . . . . . . . . . . . . . . . .10OVF Tool 1.0 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Downloading the NetScaler VPX Setup Files . . . . . . . . . . . . . . . . . . . . . . . . . .12Labelling the Physical Network Ports of VMware ESX . . . . . . . . . . . . . . . . . .12

Installing NetScaler VPX on VMware ESX 4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . .13Installing NetScaler VPX on VMware ESX 3.5 . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Chapter 4 Configuring the Basic System SettingsSetting Up the Initial Configuration by using the NetScaler VPX Console . . . . . .17Configuring the NetScaler VPX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Configuration Using the Command Line Interface . . . . . . . . . . . . . . . . . . . . . .18Configuration Using the Configuration Utility. . . . . . . . . . . . . . . . . . . . . . . . . .19

PREFACE

Preface

Before you begin to install the Citrix NetScaler VPX Web application delivery solution, review this chapter to learn about related documentation, other support options, and ways to send us feedback.

In This PrefaceAbout This Guide

New in This Release

Audience

Formatting Conventions

Related Documentation

Getting Service and Support

Documentation Feedback

About This GuideThe Citrix NetScaler VPX Getting Started Guide is a conceptual reference for NetScaler VPX. This guide also provides the installation steps and initial configuration information.

This guide provides the following information:

• Chapter 1, “Citrix NetScaler VPX Overview.” Describes how NetScaler VPX works in XenServer or VMware ESX to provide a virtual Web delivery application solution for distributing, optimizing, and securing Layer 4-7 network traffic.

• Chapter 2, “Installing NetScaler VPX on XenServer.” Provides hardware specifications and instructions on how to install and configure NetScaler VPX on XenServer.

• Chapter 3, “Installing NetScaler VPX on VMware ESX.” Provides hardware specifications and instructions on how to install and configure NetScaler VPX on VMware ESX.

ii Citrix NetScaler VPX Getting Started Guide

• Chapter 4, “Configuring the Basic System Settings.” Describes the basic system settings for getting NetScaler VPX up and running.

New in This ReleaseNetScaler VPX is now supported on VMware ESX or ESXi version 3.5 and version 4.0. To perform the NetScaler VPX installation on VMware ESX version 4.0, you use VMware vSphere client. On VMware ESX version 3.5, you use the VMware Open Virtualization Format (OVF) tool. After the installation, you can manage the instances of NetScaler VPX on VMware ESX 3.5 by using the VMware Infrastructure (VI) client 2.5 or on VMware ESX 4.0 by using the vSphere client 4.0.

AudienceThis guide is intended for the following audience:

• System administrators

• Network administrators

The concepts and tasks described in this guide require you to have a basic understanding of network design, operation, and terminology.

Formatting ConventionsThis documentation uses the following formatting conventions.

Related DocumentationA complete set of documentation is available on the Documentation tab of your NetScaler and from http://support.citrix.com/. (Most of the documents require Adobe Reader, available at http://adobe.com/.)

Formatting Conventions

Convention Meaning

Boldface Elements in the user interface.

<Angle Bracket> Placeholders for information or parameters that you provide. For example, <FileName> in a command means you type the actual name of a file.

Monospace System output or characters in a command line. User input and placeholders also are formatted using monspace text.

Preface iii

To view the documentation

1. From a Web browser, log on to the NetScaler VPX.

2. Click the Documentation tab.

3. To view a short description of each document, hover your cursor over the title. To open a document, click the title.

Getting Service and SupportCitrix offers a variety of resources for support with your Citrix environment, including the following:

• The Knowledge Center is a self-service, Web-based technical support database that contains thousands of technical solutions, including access to the latest hotfixes, service packs, and security bulletins.

• Technical Support Programs for both software support and appliance maintenance are available at a variety of support levels.

• The Subscription Advantage program is a one-year membership that gives you an easy way to stay current with the latest product version upgrades and enhancements.

• Citrix Education provides official training and certification programs on virtually all Citrix products and technologies.

For detailed information about Citrix services and support, see the Citrix Systems Support Web site at http://www.citrix.com/lang/English/support.asp.

You can also participate in and follow technical discussions offered by the experts on various Citrix products at the following sites:

• http://community.citrix.com

• http://twitter.com/citrixsupport

Documentation FeedbackYou are encouraged to provide feedback and suggestions so that we can enhance the documentation. You can send email to the following alias or aliases, as appropriate. In the subject line, specify “Documentation Feedback.” Be sure to include the document name, page number, and product release version.

• For NetScaler documentation, send email to [email protected].

iv Citrix NetScaler VPX Getting Started Guide

• For Command Center documentation, send email to [email protected].

• For Access Gateway documentation, send email to [email protected].

You can also provide feedback from the Knowledge Center at http://support.citrix.com/.

To provide feedback from the Knowledge Center home page

1. Go to the Knowledge Center home page at http://support.citrix.com/.

2. On the Knowledge Center home page, under Products, click NetScaler Application Delivery, and click NetScaler VPX 9.1.

3. On the Documentation tab, click the guide name, and then click Article Feedback.

4. On the Documentation Feedback page, complete the form, and then click Submit.

CHAPTER 1

Citrix NetScaler VPX Overview

NetScaler VPX is a virtual NetScaler appliance that is hosted on a virtualization platform, either Citrix XenServer™ managed by Citrix XenCenter™ client or VMware ESX and ESXi managed by VMware vSphere client.

NetScaler VPX distributes, optimizes, and secures Layer 4 - Layer 7 (L4-L7) network traffic for Web applications. NetScaler VPX performs application-specific traffic analysis to provide an effective implementation of the enabled features. For example, NetScaler VPX makes load balancing decisions based on individual HTTP requests instead of long-lived TCP connections. Therefore, the failure or slowdown of a server is managed quickly and with less disruption to clients. Other features can be used to reduce load, simplify server-farm management, and accelerate end-user performance.

A NetScaler VPX instance supports all the features of a physical NetScaler, except interface related events and tagged VLANs.

In This ChapterNetScaler VPX Setup for Citrix XenServer Platform

NetScaler VPX Setup for VMware ESX Platform

Example of a NetScaler VPX Setup

NetScaler VPX Setup for Citrix XenServer PlatformThe NetScaler VPX setup for the XenServer platform has the following components:

Citrix XenServer™XenServer is a server virtualization platform that offers near bare-metal virtualization performance for virtualized server and client operating systems. XenServer uses the Xen hypervisor to virtualize each server on which it is installed, enabling each to host multiple virtual machines simultaneously.

The following diagram depicts the bare metal solution architecture of NetScaler VPX on XenServer.


The bare metal solution architecture has the following components:

• Hardware or physical layer: Physical hardware components including memory, CPU, network cards, and disk drives.

• Xen™ hypervisor: Thin layer of software that runs on top of the hardware. The Xen hypervisor gives each virtual machine a dedicated view of the hardware.

• Virtual machine: Operating system hosted on the hypervisor and appearing to the user as a separate physical computer. However, the machine shares physical resources with other virtual machines, and it is portable because the virtual machine is abstracted from physical hardware.

A NetScaler VPX virtual machine is installed on the Xen hypervisor and uses paravirtualized drivers to access storage and network resources. It appears to the users as an independent NetScaler appliance with its own network identity, user authorization and authentication capabilities, configuration, applications, and data. The paravirtualization technique enables the virtual machines and the hypervisor to work together to achieve high performance for I/O and for CPU and memory virtualization.

For more information about XenServer, see the XenServer documentation athttp://support.citrix.com/product/xens/v5.0/#tab-doc

Citrix XenCenter™XenCenter is a graphical virtualization-management interface for Citrix XenServer, enabling you to manage servers, resource pools, and shared storage, and to deploy, manage, and monitor virtual machines from your Windows desktop machine.

Use XenCenter to install NetScaler VPX on Xenserver.

Chapter 1 Citrix NetScaler VPX Overview 3

For more information about XenCenter, see the XenServer documentation athttp://support.citrix.com/product/xens/v5.0/#tab-doc

NetScaler VPX Setup for VMware ESX PlatformThe NetScaler VPX setup for the VMware ESX platform has the following components:

VMware ESXVMware ESX and ESXi are virtualization products based on bare metal architecture, offered by VMware, Inc. The Citrix NetScaler VPX can be hosted on a VMware ESX or ESXi server.

For more information about VMware ESX, see:http://www.vmware.com/support/product-support/vsphere/

VMware vSphere ClientThe vSphere client is a graphical interface for managing virtual machines on VMware ESX server. You use the vSphere client to allocate resources on the ESX server to the instances of NetScaler VPX installed on the server, or to deallocate resources. For example, you can allocate virtual network ports to an instance of NetScaler VPX.

For more information about VMware vSphere client, see:http://www.vmware.com/support/product-support/vsphere/

Example of a NetScaler VPX SetupA NetScaler VPX setup provides greater application availability by ensuring that client requests are directed to the appropriate servers.

The following diagram shows how NetScaler VPX running on XenServer can be used to load balance application traffic to application servers.


As shown in the figure, NetScaler VPX, when deployed in front of application servers, ensures optimal distribution of traffic by the way in which it directs client requests. The load balancing feature distributes client requests across multiple servers to optimize resource utilization. NetScaler VPX uses load balancing criteria to prevent bottlenecks by forwarding each client request to the server best suited to handle the request when it arrives.

Administrators can segment application traffic according to information in the body of an HTTP or TCP request, and on the basis of L4-L7 header information such as URL, application data type, or cookie. NetScaler VPX uses a number of algorithms, called load balancing methods, to determine how to distribute the load among the servers. These load balancing algorithms, and extensive server health checks, provide greater application availability by ensuring that client requests are directed to the appropriate servers.

For more information about the various features supported on NetScaler VPX, see the eDocs Web site at

http://support.citrix.com/proddocs/topic/netscaler/ns-gen-wrapper_1.html

CHAPTER 2

Installing NetScaler VPX on XenServer

To install NetScaler VPX on XenServer, you must first install XenServer on a machine with adequate hardware resources. To perform the NetScaler VPX installation, you use XenCenter, which must be installed on a remote machine that can connect to the XenServer host through the network. After you install NetScaler VPX, you can create virtual hardware components on XenServer and allocate them to NetScaler VPX by using XenCenter.

In This ChapterPrerequisites

Installing NetScaler VPX by using XenCenter

PrerequisitesBefore you begin installing NetScaler VPX, do the following.

• Install XenServer version 5.0 or above on hardware that meets the minimum requirements.

• Install XenCenter on a management workstation that meets the minimum system requirements.

XenServer Hardware RequirementsThe following table describes the minimum specifications for the hardware on which XenServer runs NetScaler VPX.


Minimum Hardware Requirements for XenServer Running NetScaler VPX

For installing XenServer, see XenServer Installation Guide at

http://support.citrix.com/article/CTX120714

The XenServer must provide adequate virtual computing resources to the NetScaler VPX as listed in the following table.

Virtual Computing Resources of NetScaler VPX

XenCenter System RequirementsXenCenter is a Windows client application. It cannot run on the same machine as the XenServer host. The following table describes the system requirements.

CPU One or more 64-bit x86 CPUs with virtualization assist (Intel-VT or AMD-V) enabled.

Note: To run NetScaler VPX, hardware support for virtualization must be enabled on the XenServer host. Make sure that the BIOS option for virtualization support is not disabled. Consult your BIOS documentation for more details.

RAM At least 2 GB.

Disk space Locally attached storage (PATA, SATA, SCSI) with minimum 40GB of disk space.

General disk space requirements for NetScaler VPX: Xenserver installation creates a 4 GB partition for the XenServer host control domain; remaining space is available for NetScaler VPX and other VMs.

Network One 1 Gbps NIC required; Recommended: Two NICs of 1 Gbps each.

Memory Minimum of 1 GB memory.

For additional caching capacity, you can use up to 4 GB.

Virtual CPU (VCPU) One VCPU.

Virtual Network Interfaces Seven.

Chapter 2 Installing NetScaler VPX on XenServer 7

System Requirements for XenCenter Installation

For installing XenCenter, see XenServer Installation Guide at

http://support.citrix.com/article/CTX120714

Installing NetScaler VPX by using XenCenterAfter you have installed and configured XenServer and XenCenter, you can use XenCenter to install one or more instances of NetScaler VPX on XenServer. Each instance is a virtual NetScaler appliance. The number of instances that you can install depends on the amount of memory available on the hardware that is running XenServer.

To install NetScaler VPX on XenServer

1. Start XenCenter on your workstation.

2. On the Server menu, click Add.

3. In the Add New Server dialog box, in the Hostname text box, type the IP address or DNS name of the XenServer that you want to connect to.

4. In the User Name and Password text boxes, type the administrator credentials, and then click Connect.The XenServer name appears in the left pane with a green circle, which indicates that the XenServer is connected.

5. In the navigation pane, click the name of the XenServer on which you want to install a NetScaler VPX instance.

6. On the VM menu, Click Import.

7. In the Import dialog box, in Import file name, browse to the location at which you saved the NetScaler VPX .xva image file. Make sure that the Exported VM option is selected, and then click Next.

8. Select the XenServer on which you want to install a NetScaler VPX, and then click Next.

Operating system Windows XP, Windows Server 2003, or Windows Vista.

Dot NET framework Version 2.0 or above.

CPU 750 MHz minimum, 1 GHz or faster recommended.

RAM 1 GB Minimum, 2 GB recommended.

Network 100 Mbps or faster NIC.


9. Select the local storage repository in which to place the NetScaler VPX, and then click Import to begin the import process.

10. You can add, modify, or delete virtual network interfaces as required. When finished, click Next.

11. Click Finish to complete the import process.

Note: You can click the Log tab to view the status of the import process.

12. If you want to install another NetScaler VPX instance, repeat steps 5 through 11.

CHAPTER 3

Installing NetScaler VPX on VMware ESX

Before installing NetScaler VPX on VMware ESX, make sure that VMware ESX server is installed on a machine with adequate hardware resources. To perform the NetScaler VPX installation on VMware ESX version 4.0, you use VMware vSphere client. On VMware ESX version 3.5, you use the VMware Open Virtualization Format (OVF) tool. The client or tool must be installed on a remote machine that can connect to VMware ESX through the network.

After the installation, you can use vSphere client 4.0 to manage instances of NetScaler VPX on VMware ESX 4.0, or VMware Infrastructure (VI) client 2.5 to manage instances on VMware ESX 3.5.

In This ChapterPrerequisites

Installing NetScaler VPX on VMware ESX 4.0

Installing NetScaler VPX on VMware ESX 3.5

PrerequisitesBefore you begin installing NetScaler VPX, do the following:

• Install VMware ESX version 3.5 or above on hardware that meets the minimum requirements.

• Install VMware client on a management workstation that meets the minimum system requirements.

• Install VMware OVF tool (required for VMware ESX version 3.5) on a management workstation that meets the minimum system requirements.

• Download the NetScaler VPX setup files.

• Label the physical network ports of VMware ESX.


VMware ESX Hardware RequirementsThe following table describes the minimum specifications for the hardware on which VMware ESX runs NetScaler VPX.

Minimum Hardware Requirements for VMware ESX server Running NetScaler VPX

For installing VMware ESX, see:http://www.vmware.com/support/product-support/vsphere/

The following table lists the virtual computing resources that the VMware ESX server must provide for each NetScaler VPX instance.

Virtual Computing Resources of NetScaler VPX

VMware vSphere Client 4.0 System RequirementsVMware vSphere is a client application that can run on Windows and Linux systems. It cannot run on the same machine as the VMware ESX server. The following table describes the system requirements.

CPU One or more 64-bit x86 CPUs with virtualization assist (Intel-VT or AMD-V) enabled.

Note: To run NetScaler VPX, hardware support for virtualization must be enabled on the VMware ESX host. Make sure that the BIOS option for virtualization support is not disabled. For more information, see your BIOS documentation.

RAM At least 2 GB.

Disk space Locally attached storage (PATA, SATA, SCSI) with minimum 40GB of disk space available.

Network Two 1 Gbps NICs.

Memory Minimum of 1 GB memory.

Virtual CPU (VCPU) One.

Virtual Network Interfaces Minimum Two. Maximum of four if the VPX instance is installed on ESX 3.5 or ESXi 3.5.

Maximum of ten, if the VPX instance is installed on ESX 4.0.

Chapter 3 Installing NetScaler VPX on VMware ESX 11

System Requirements for VMware vSphere Client Installation

For installing vSphere client 4.0, see:http://www.vmware.com/support/product-support/vsphere/

Note: When you connect the vSphere client 4.0 to ESX 3.5, the vSphere client downgrades to VMware Infrastructure (VI) client version 2.5, which is the only version that is compatible with ESX 3.5.

OVF Tool 1.0 System RequirementsOVF Tool is a client application that can run on Windows and Linux systems. It cannot run on the same machine as the VMware ESX server. You need to use the VMware OVF tool version 1.0 for installing one or more instances of NetScaler VPX on ESX 3.5. The following table describes the system requirements.

System Requirements for OVF Tool Installation

For installing OVF, see the OVF User Guide at:http://www.vmware.com/support/developer/ovf/ovf10/ovftool_10_userguide.pdf

Operating system Refer to section Operating System Compatibility for vSphere Client, vCenter Server, and VMware vCenter Update Manager, in the vSphere Compatibility Matrixes doc at:

http://www.vmware.com/pdf/vsphere4/r40/vsp_compatibility_matrix.pdf




Operating system Refer to section Supported Operating Systems, in the OVF User Guide at:

http://www.vmware.com/support/developer/ovf/ovf10/ovftool_10_userguide.pdf





Downloading the NetScaler VPX Setup FilesThe NetScaler VPX setup package for VMWare ESX follows the Open Virtual Machine (OVF) format standard. You can download the files from MyCitrix.com. You will need a MyCitrix account to log on. If you do not have a MyCitrix account, access the home page at www.mycitrix.com, click the Log In link, and follow the instructions for New Users.

Once logged in, navigate the following path from the MyCitrix home page:

MyCitrix.com > Downloads > NetScaler > Virtual Appliances

Copy the following files to a workstation on the same network as the ESX server. Copy all three files into the same folder.

• NSVPX-ESX-<release number>-<build number>-disk1.vmdk (for example, NSVPX-ESX-9.1-99.8-disk1.vmdk)

• NSVPX-ESX-<release number>-<build number>.ovf (for example, NSVPX-ESX-9.1-99.8.ovf)

• NSVPX-ESX-<release number>-<build number>.mf (for example, NSVPX-ESX-9.1-99.8.mf )

Labelling the Physical Network Ports of VMware ESXBefore installing an instance of NetScaler VPX, you need to label at least one physical network port of VMware ESX in a particular format. The labelling format is NS_NIC_1_1, NS_NIC_1_2, and so on. These ports will be used by the NetScaler VPX instance or instances that you install. An interface can be used by more than one instance.

To label the physical network ports of VMware ESX server

1. Log on to the VMware ESX server by using the vSphere client.

2. On the vSphere client, select the Configuration tab and click Networking.

3. Click on Add Networking, at top right corner, to start the Add Network Wizard.

4. Select Virtual Machine as the Connection Type, and then click Next.

5. Scroll down the list of vSwitch physical adapters, and choose the physical port that will map to interface 1/1 on your Netscaler VPX instances(s).

6. Enter NS_NIC_1_1 as the name of the vSwitch that will be associated with interface 1/1 of the NetScaler VPX instance.


7. Click Next to finish the vSwitch creation. Repeat the procedure, beginning with step 2, to add any additional interfaces to be used by your NetScaler VPX instance(s). Label the interfaces sequentially, in the correct format (for example, NS_NIC_1_2).

Installing NetScaler VPX on VMware ESX 4.0After you have installed and configured VMware ESX 4.0, you can use VMware vSphere client to install one or more instances of NetScaler VPX on the VMware ESX. Each instance is a virtual NetScaler appliance. The number of instances that you can install depends on the amount of memory available on the hardware that is running VMware ESX.

To install NetScaler VPX on VMware ESX 4.0 by using VMware vSphere Client

1. Start the VMware vSphere client on your workstation.

2. In the IP address / Name text box, type the IP address of the VMware ESX server that you want to connect to.

3. In the User Name and Password text boxes, type the administrator credentials, and then click Login.

4. On the File menu, click Deploy OVF Template.

5. In the Deploy OVF Template dialog box, in Deploy from file, browse to the location at which you saved the NetScaler VPX setup files, select the .ovf file, and click Next.

6. Map the networks shown in the VPX OVF template to the networks that you configured on the ESX host. Click Next to start installing VPX on


VMware ESX. When installation is complete, a pop-up window informs you of the successful installation, and the following screen appears:

7. You are now ready to start the NetScaler VPX. In the navigation pane, select the NetScaler VPX that you have just installed and, from the right-click menu, select Power On. Click the Console tab to emulate a console port.

8. If you want to install another NetScaler VPX instance, repeat steps 4 through 6.

Installing NetScaler VPX on VMware ESX 3.5To install an instance or instances of NetScaler VPX on ESX 3.5, you need to use the VMware OVF tool, version 1.0. The number of instances that you can install depends on the amount of memory available on the hardware that is running VMware ESX. After installation, you can use VMware Infrastructure (VI) client 2.5 to manage the VPX instances on VMware ESX version 3.5.

Note: You cannot use version 4.0 of the vSphere client for installing an instance of VPX on ESX 3.5. If you connect the vSphere client 4.0 to ESX 3.5, the vSphere client downgrades to VI client version 2.5, which supports only the OVF 0.9 standard. The NetScaler VPX installation package is based on the OVF 1.0.


To install NetScaler VPX on VMware ESX 3.5 by using the VMware OVF Tool

1. On your workstation, open the command-line interface and execute the following command:ovftool <path of the NetScaler VPX OVF file> vi://<Username>:<Password>@<IP address of the ESX server>

For example, in Windows command shell, type:ovftool c:/NetScalerVPX vi://root:free@<10.217.20.14>ovftool c:/NetScalerVPX vi://root@<10.217.20.151>

2. When the OVF tool has installed the NetScaler VPX instance or instances on the ESX server, use the VI client to log on to the VMware ESX server on which you performed the installation.

3. In the navigation pane, select the NetScaler VPX that you have just installed and, from the right-click menu, select Power On.

4. Click the Console tab to emulate a console port.


CHAPTER 4

Configuring the Basic System Settings

After installing an instance of NetScaler VPX, you need to access it to configure the basic settings. Initially, you must access the NetScaler command line through the respective management application of the virtualization host (either Citrix XenCenter for Citrix XenServer or VMware vSphere client for VMware ESX) to specify a NetScaler IP (NSIP) address, subnet mask, and default gateway. The NSIP is the management address at which you can then access the NetScaler command line through an SSH client or access the configuration utility. You can use either of these access methods, or the console, to continue with basic configuration.

To access the configuration utility, type the NSIP into the address field of any browser (for example, http://<NSIP_address>). You need Java RunTime Environment (JRE) version 1.4.2_04 or later.

In This ChapterSetting Up the Initial Configuration by using the NetScaler VPX Console

Configuring the NetScaler VPX

Setting Up the Initial Configuration by using the NetScaler VPX Console

Your first task after installing a NetScaler VPX instance on a virtualization host is to use the NetScaler VPX console in the XenCenter client or vSphere client to configure the following initial settings:

• NetScaler IP address (NSIP): The IP address at which you access a NetScaler or a NetScaler VPX instance for management purposes. A physical NetScaler or NetScaler VPX can have only one NSIP. You must specify this IP address when you configure the NetScaler VPX for the first time. You cannot remove an NSIP address.

• Netmask: The subnet mask associated with the NSIP address.


• Default Gateway: You must add a default gateway on the NetScaler VPX if you want access through SSH or the configuration utility from an administrative workstation or laptop that is on a different network.

To add an NSIP address, a subnet mask, and a default gateway on the NetScaler VPX through the VPX Console by using the management application

1. Connect to the XenServer or VMware ESX server on which the NetScaler VPX instance is installed, by using XenCenter or vSphere client, respectively.

2. In the details pane, select the Console tab.

3. On the Console tab, log on to the NetScaler VPX, using the administrator credentials.

4. In the initial configuration menu, enter the NSIP address, subnet mask, and default gateway, and then save the configuration.

Configuring the NetScaler VPXAfter you have set up an initial configuration through the NetScaler VPX Console in the management application, you can use either the NetScaler command line interface or the configuration utility to complete the configuration, or to change the initial settings.

Configuration Using the Command Line InterfaceYou can use the NetScaler command line to set up the NSIP, Mapped IP (MIP), Subnet IP (SNIP), and hostname. You can also configure advanced network settings and change the time zone.

For information about MIP, SNIP, other NetScaler owned IP addresses, and network settings, see the Citrix NetScaler Getting Started Guide or the Citrix NetScaler Networking Guide.

To complete initial configuration by using the NetScaler command line

1. Use either the SSH client or the NetScaler VPX Console in the management application to access the NetScaler command line.

1. Log on to the NetScaler VPX, using the administrator credentials.

2. At the NetScaler command prompt, type config ns to run the configuration script.

3. To complete the initial configuration, follow the prompts.

Chapter 4 Configuring the Basic System Settings 19

You have now completed the basic configuration of the NetScaler VPX. To continue the configuration process, choose one of the following options:

• Citrix NetScaler Load Balancing Switch. If you are configuring your NetScaler VPX instance as a standard NetScaler load-balancing switch with other licensed features, see the Citrix NetScaler Traffic Management Guide.

• Citrix Application Firewall. If you are configuring your NetScaler VPX instance as a standalone application firewall, see the Citrix Application Firewall Guide.



Configuration Using the Configuration UtilityTo use the Setup Wizard to set up the NetScaler VPX instance, you must access the configuration utility from your Web browser. You can use the Setup Wizard to configure the NSIP, MIP, SNIP, hostname, and default gateway. You can also configure settings for a Web application by using an application template. You can also configure the NetScaler VPX as a load balancer for Citrix XenDesktop™ or Citrix XenApp™.

For information about MIP, SNIP, and network settings, see the Citrix NetScaler Getting Started Guide or the Citrix NetScaler Networking Guide.

For information about application templates, see the Citrix NetScaler AppExpert Guide.

For information about the Load Balancing feature of NetScaler VPX, see the Citrix NetScaler Traffic Management Guide.

To configure initial settings by using the Configuration Utility

1. In the address field of a Web browser, type:http://<NSIP address>

2. In User Name and Password, type the administrator credentials.

3. In Start in, select Configuration, and then click Login.

4. In the Setup Wizard, click Next and follow the instruction.

You have now completed the basic configuration of the NetScaler VPX. To continue the configuration process, choose one of the following options:


• Citrix NetScaler Load Balancing Switch. If you are configuring your NetScaler VPX instance as a standard NetScaler load-balancing switch with other licensed features, see the Citrix NetScaler Traffic Management Guide.

• Citrix Application Firewall. If you are configuring your NetScaler VPX instance as a standalone application firewall, see the Citrix Application Firewall Guide.



Documents

NSVPX_GettingStartedGuide_rev2