The steps below describe how to install or upgrade the nodes that make up your deployment. Select the steps that are appropriate for your VM host: OpenStack, VMware vSphere, or VMware vCloud.

The supported versions for the platforms are listed below:

Platform Supported versions

OpenStack

Newton to Wallaby

VMware vSphere

6.7 and 7.0

VMware vCloud

10.2

Live migration of a node to a new VMware vSphere host or a new OpenStack compute node is not supported. To move such a node to a new host, remove it from the old host and add it again to the new host.

Preparing for a new installation or an upgrade

Task More information

Set up and/or verify your OpenStack, VMware vSphere, or VMware vCloud deployment

The installation procedures assume that you are installing the VMs into, or upgrading VMs on, an existing OpenStack, VMware vSphere, or VMware vCloud host(s).

If you do not yet have a host system set up, then complete the setup of your host in its entirety before proceeding with installing the VMs.

Ensure the host(s) have sufficient vCPU, RAM and disk space capacity for the VMs. Note that for upgrades, you will temporarily need approximately one more VM’s worth of vCPU and RAM, and potentially more than double the disk space, than your existing deployment currently uses. You can later clean up older images to save disk space once you are happy that the upgrade was successful.

Perform health checks on your host(s), such as checking for active alarms, to ensure they are in a suitable state to perform VM lifecycle operations.

Ensure the VM host credentials that you will use in your SDF are valid and have sufficient permission to create/destroy VMs, power them on and off, change their properties, and access a VM’s terminal via the console.

Set up your CDS deployment

The installation procedures assume that CDS has been set up, as instructed in the Setting up CDS section.

Prepare service configuration

VM configuration information can be found at VM Configuration.

Installation

The following table sets out the steps you need to take to install and commission your VM deployment.

Be sure you know the number of VMs you need in your deployment. At present it is not possible to change the size of your deployment after it has been created.

Step Task Link

Installation (on OpenStack)

Prepare the SDF for the deployment

Prepare the SDF for the deployment

Deploy SIMPL VM into OpenStack

Deploy SIMPL VM into OpenStack

Prepare configuration files for the deployment

Prepare configuration files for the deployment

Create the OpenStack flavors

Create the OpenStack flavors

Install MDM

Install MDM

Prepare SIMPL VM for deployment

Prepare SIMPL VM for deployment

Deploy custom nodes on OpenStack

Deploy custom nodes on OpenStack

Installation (on VMware vSphere)

Prepare the SDF for the deployment

Prepare the SDF for the deployment

Deploy SIMPL VM into VMware vSphere

Deploy SIMPL VM into VMware vSphere

Prepare configuration files for the deployment

Prepare configuration files for the deployment

Install MDM

Install MDM

Prepare SIMPL VM for deployment

Prepare SIMPL VM for deployment

Deploy custom nodes on VMware vSphere

Deploy custom nodes on VMware vSphere

Installation (on VMware vCloud)

Prepare the SDF for the deployment

Prepare the SDF for the deployment

Deploy SIMPL VM into VMware vCloud

Deploy SIMPL VM into VMware vCloud

Prepare configuration files for the deployment

Prepare configuration files for the deployment

Install MDM

Install MDM

Prepare SIMPL VM for deployment

Prepare SIMPL VM for deployment

Deploy custom nodes on VMware vCloud

Deploy custom nodes on VMware vCloud

Verification

Run some simple tests to verify that your VMs are working as expected

Verify the state of the nodes and processes

Upgrades

The following table sets out the steps you need to execute a rolling upgrade of an existing VM deployment.

Step Task Link

Rolling upgrade (on OpenStack)

Setting up for a rolling upgrade

Setting up for a rolling upgrade

Rolling upgrade custom nodes on OpenStack

Rolling upgrade custom nodes on OpenStack

Rolling upgrade (on OpenStack)

Post rolling upgrade steps

Post rolling upgrade steps

Rolling upgrade (on VMware vSphere)

Setting up for a rolling upgrade

Setting up for a rolling upgrade

Rolling upgrade custom nodes on VMware vSphere

Rolling upgrade custom nodes on VMware vSphere

Rolling upgrade (on VMware vSphere)

Post rolling upgrade steps

Post rolling upgrade steps

Rolling upgrade (on VMware vCloud)

Setting up for a rolling upgrade

Setting up for a rolling upgrade

Rolling upgrade custom nodes on VMware vCloud

Rolling upgrade custom nodes on VMware vCloud

Rolling upgrade (on VMware vCloud)

Post rolling upgrade steps

Post rolling upgrade steps

Verification

Run some simple tests to verify that your VMs are working as expected

Verify the state of the nodes and processes

Patches

The following table sets out the steps you need to execute a patch of an existing VM deployment.

Step Task Link
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