My last article was about the Horizon reference architecture and four weeks have already passed since then. My VCAP7-DTM Design exam is scheduled for October 18 – that’s in five days!
I haven’t opened my books the last three weeks, because I think it’s important to take a break and get some distance of your books and documents, which allows you to understand things better and faster and see connections between things you haven’t seen before. And another reason was my pregnant wife who delivered our beautiful daughter on October 4! 🙂
I started from scratch and repeated reading all my training material and PDF documents.
To design a Horizon 7 environment you have to follow a process to work out a VMware EUC solution that meets the customer’s requirements and follow the VMware design guidelines and use the reference architectures while considering customer constraints. It is very important that all customer business drivers and objectives are clearly defined. Then you will start to gather and analyze the business and application requirements and document the design requirements, assumptions, risks and constraints. For example, if you talk about technical requirements with your customer, the following categories should be covered:
- Virtualization infrastructure and data center hardware
- Directory services and GPOs
- Monitoring and performance
- Profile management
- Backup and recovery (business continuity)
- Users/Use cases: correlation between hardware, software and user requirements)
- High availability
With the information from the assessment phase, the design work can begin and you create the conceptual design before you head over to create a logical design. Advice: Minimize risks and keep things simple!
Horizon Logical Design
The logical design (high level design) follows the conceptual design and defines how to arrange components and features. It is also useful to understand and evaluate the infrastructure design. The easiest and most common way to create a logical design is the use of architecture layers. Each layer contains one or more components and has functional and technical inter-dependencies:
- User Layer
- Self-Service portal
- Application Layer
- Application deployment and type (cloud-based, locally installed, enterprise apps etc.)
- Desktop Layer
- Use cases and type of user
- Scalability and multi-site
- Desktop types and OS
- Virtualization Layer
- Compute, network and storage
- Hardware Layer
- Network and storage
- Management Layer
- Cluster and resources
- Security Layer
- Internal and external
- Authentication and authorization
- Antivirus etc.
A Horizon logical design could look like this:
If you need to write down use cases and their attributes, here an example:
|User Classification||Task Worker
|Time of use||07:00-18:00, mo-fr
|User device||Thin Client
|Data center||Basel DC1
Horizon Block and Pod Design
In part 4 I covered this topic how to use a repeatable and scalable approach to design a large scale Horizon environment.
Horizon Component Design
To have a complete design you must define the amount and the configuration of Horizon components required for your environment. You have to include certain design recommendations and design the configuration for Horizon components for your use cases. These are some required infrastructure components:
- VMware Identity Manager
- Load Balancing for resiliency and scale
- Database required
- Connection to Active Directory
- SaaS-based implementation recommended
- Approx. 100’000 users per virtual appliance
- vCenter Server
- Up to 10’000 virtual machines per vCenter
- Recommendation: 2’000 desktops per vCenter
- Dedicated vCenter Server instance per resource block
- Database required
- Connection Server
- Up to 2’000 sessions per Connection Server (4’000 tested limit)
- Database required
- Install at least one Replica Server for redundancy
- Max. 7 Connection Servers per pod
- Max. 10’000 sessions per pod recommended
- Cloud Pod Architecture
- Max. 175 Connection Servers
- Max. 120’000 sessions
- Max. 5 sites
- View Composer needed?
- Security Server (not recommended anymore, use UAG)
- Should not be member of AD domain
- Load Balancing
- Should be hardened Windows server (placed in DMZ)
- 1:1 mapping with Connection Servers
- Unified Access Gateway (UAG)
- Virtual appliance (placed in DMZ) based on linux (Photon OS)
- Scale-out is independent of Connection Server
- Does not need to be paired with a single Connection Server
- Load Balancing
Pool and Desktop Configuration
- Desktop Configuration
- Specification (OS, apps, RAM, disk, network)
- Operating System Builds (master images)
- Image Optimization (use OSOT)
- Application Deployment
- Pool Configuration
- Map use cases to pools
- Pool Design
- User Assignment
- User Experience Settings
- Pool Size
- AD Groups
- Pool Types
- Automated Desktop Pool
- Manual Desktop Pool
- RDS Desktop Pool
- Desktop Persistence
- Desktop Pool Definition
- Full Clones
- Linked Clones (Composer)
- Instant Clones
- Remote Display Protocol
- Blast (H.264 capable, TCP/UDP)
- PCoIP (UDP)
- RDP (TCP)
- 3D Rendering (Horizon 7.2)
- Nvidia GRID vCPU (shared GPU hardware acceleration)
- Virtual Shared Graphics Acceleration (vSGA)
- Virtual Dedicated Graphics Acceleration (vDGA)
- Soft 3D (Software-accelerated graphics)
- AMD Multiuser GPU using vDGA
- Pool must use PCoIP or Blast
- (Live vMotion of vGPU VMs is supported since Horizon 7.6)
VMware Infrastructure Design
You need to map the Horizon desktop building block and the Horizon management building block to vSphere and identify factors and design decisions to figure out the sizing of the VMware infrastructure.
- ESXi Hosts
- ESXi Host Specifications
- CPU requirements
- Memory requirements
- Storage requirements (specially if using vSAN)
- Host density (max. VMs/desktops per ESXi host)
- vSphere cluster requirements (HA and DRS)
- Storage performance and desktop I/O requirements
- Types of disks (SSD, SAS, SATA)
- Dedicated array for VDI
- FC/Network connectivity
- Shared Storage recommended
- vSAN recommended for Horizon desktops
- Datastore sizing
- Storage requirements depending on pool configuration
- E.g. Instant Clones use significantly less storage
Network and Security Design
The network design should be simple, scalable and secure. More secure does not always mean less “user simple” (user experience), but it does less risks and does not imply more complexity.
- UAG appliance load-balanced in DMZ
- Connection Servers load-balanced inside corporate firewall
- Security Server would be placed in DMZ if no UAG
- Know the key firewall considerations for Horizon 7
- Bandwidth requirements for different types of users
- LAN considerations
- WAN considerations (e.g. latency, WAN optimization)
- Optimization/Policies for display protocols (LAN/WAN)
- vSphere networking requirements
- Separate networks for management, VMs, vMotion etc.
- Physical redundancy
- Use vSphere Distributed Switch
- Secure your desktops (lockdown, GPOs, UEM)
- Use secure client connections (secure gateways/tunnel)
- Use Unified Access Gateway for remote access (use three NICs)
- View Security Server (if needed)
- User authentication method from internal and external
- Two Factor Authentication for external connections
- Restrict access (tags, AD groups)
- Use NSX for micro segmentation
- Install signed SSL certificates
Our objective of a Horizon implementation is to provide better support to users than the physical solution. Session management is an aspect of this. Configuration and different settings on the sessions or client device are essential for a smooth user experience.
- Profile Management (mandatory profiles recommended)
- User User Environment Manager (UEM) for Windows and application settings
- Application Configuration Management
- User Environment Settings
- Application Migration
- Dynamic Configuration
- Just-in-Time Management (JMP) Platform
- App Volumes (real-time application delivery)
- Instant Clones (rapid desktop provisioning)
- User Environment Management (contextual policy management)
- End-User Desktop Maintenance
- Maintaining linked-clone desktops with Composer
- Recompose – Patch and update desktop
- Refresh – Revert OS disk to the base image snapshot
- Rebalance – Management of datastore capacity
- Manage Instant Clones by pushing an image
- User Authentication Method
- Two Factor Authentication (RSA, RADIUS, SAML, vIDM)
- True SSO (short-lived certificate for Windows login process)
- Enrollment Server required
- ADMX template files for secure remote desktops
- Client Devices
- Thin clients, zero clients, fat clients, tablet and smartphones
- Different Horizon Clients
The last topic I quickly repeat is about delivering and managing applications. Horizon has different methods of application delivery and the method of application delivery depends on many factors.
- Applications in general
- New or existing applications
- App Lifecycle
- Dependencies and conflicts
- Performance and stability
- Application delivery methods
- RDS-hosted apps
- ThinApp package (containerized applications, isolated from OS)
- Natively installed Windows apps (in master image)
- Citrix published apps
- App Volumes (real-time application delivery with LCM)
- Isolation modes
- Merged mode (full write access)
- WriteCopy mode (restricted write access)
- Full mode (no read/write access)
- Package format
- DAT (when EXE is larger than 200MB)
These are the topics you should cover when you prepare for the VCAP7-DTM Design exam. In addition I also read the following documents:
This is my recommendation. Within the last 8 weeks I’ve effectively studied 5 weeks for the exam. I work approx. since 4 months with Horizon products in a pre-sales role, not as a consultant. I will update you after the exam if the experience combined with learning was enough to pass! 🙂
Did I forget anything? Let me know! Jump to part 12
In part 10 of my VCAP7-DTM Design exam series we take a look at the Horizon 7 Enterprise Reference Architecture.
To be honest, I didn’t study that much the last two weeks but I checked a few documents about App Volumes, Mirage, ThinApp and User Environment Manager.
This time I would like to summarize what I have learned from the reference architecture and the VMworld 2018 session called Architecting Horizon 7 Enterprise: The Official Reference Architecture (WIN3451BUR).
I only focus on the component design part since I already covered topics like use cases, business drivers, design methodology etc.
A successful deployment depends on good planning and a very good understanding of the platform. The core elements include Connection Server, Composer, Horizon Agent and Horizon Client. Part 4 to part 9 cover the Horizon 7 component design and also provide more information on the following components.
VMware Identity Manager (VIDM) can be implemented on-premises or in the cloud, a SaaS-based implementation. If you decide to go with the SaaS implementation, a VIDM connector needs to be installed on-prem to synchronize accounts from Active Directory to the VIDM service in the cloud.
If cloud is no option for you, you still have the possibility for the on-prem deployment and use the Linux-based virtual appliance. There is also a Windows-based installer available which is included in the VMware Enterprise Systems Connector. VMware’s reference architecture is based on the Linux appliance.
Syncing resources such as Active Directory and Horizon 7 and can be done either by using a separate VMware Identity Manager Connector or by using the built-in connector of an on-premises VMware Identity Manager VM. The separate connector can run inside the LAN in outbound-only connection mode, meaning the connector receives no incoming connections from the DMZ.
VIDM comes with an embedded PostgreSQL database, but it’s recommended to use an external database server for production deployments.
For high availability, based on your requirements, at least two VIDM appliances should be deployed behind a load balancer. After you have deployed your first appliance, you simply clone it and assign a new hostname and a new IP address.
As you still may know from part 8, App Volumes has two functions. The first is the delivery of applications for VDI and RDSH. The second is the provision of writable volumes to capture user-installed applications and the user profile.
For high availability, always use at least two App Volumes Managers which are load-balanced.
AppStacks are very read intensive, hence, you should place AppStacks on storage that is optimized for read operations. Writable volumes should be placed on storage for random IOPS (50/50). There reference architecture uses vSAN to provide a single highly available datastore.
For the SQL database it is recommended using an AlwaysOn Availability Group.
User Environment Manager
When User Environment Manager design decisions need to be made, you have to think about user profiles (mandatory, roaming, local) and folder redirection. As already described in part 9, VMware recommendation is to use mandatory profiles and folder redirection. Use appendix B if you need help configuring the mandatory profile.
The first key design consideration is using DFS-R to provide high availability for the configuration and user shares. Note: Connect the management console only to the hub member when making changes. DFS-R will replicated those changes to the spoke members.
The second consideration one is using GPO loopback processing.
Unified Access Gateway
In part 6 I mentioned that a UAG is typically deployed within the DMZ.
UAG appliances are deployed in front of the Horizon 7 Connection Servers and sit behind a load balancer. The Unified Access Gateway also runs the Content Gateway as part the AirWatch (WorkspaceONE UEM) service.
You have two sizing options during the appliance deployment:
- Standard (2 vCPU, 4GB RAM, 2’000 Horizon server connections, 10’000 AirWatch service connections)
- Large (4 vCPU, 16GB RAM, 2’000 Horizon server connections, 50’000 AirWatch service connections)
As you can see, the big difference here are the estimated AirWatch service connections per appliance. In production you would deploy dedicated UAG appliances for each service. Example:
- 2 standard size UAGs appliances for 2’000 Horizon 7 sessions (n+1)
- 3 large size UAG appliances for 50’000 devices using Content Gateway and per-App Tunnel which gives us a total of 100’000 sessions. The third appliance is for high availability (n+1)
vSphere and Physical Environment
The software-defined data center (SDDC) is the foundation that runs all infrastructure servers and components. The products and the licensing for the foundation are outside of the Horizon 7 product (except vSAN), but are required to deliver a complete solution.
And in my opinion this is what makes the whole solution so brilliant. Even I work for VMware, I would never say from the beginning that Horizon is better than XA/XD. This was also the case when I worked as a consultant for Citrix before I joined VMware in May 2018.
It depends on the requirements and use cases which need to be satisfied. That are the most important things if you choose a vendor or a specific technology. Our goal is to make the customer happy! 🙂
But I would say that VMware Horizon including WorkspaceONE is very hard to beat if you use the complete stack! But that’s another topic.
The vSphere infrastructure in the reference architecture includes vSAN and NSX. In part 5 I covered the basics of vSAN, but I think I maybe need to write a short overview about NSX and how you can use it with Horizon.
vSAN provides a hyper-converged storage optimized for virtual machines without the need for an external SAN or NAS. This means that the physical server not only provides the compute and memory resources, but also storage in a modular fashion. You can use vSAN for the management and resource block and follow a hybrid approach for the management resources and use all-flash vSAN for the Horizon resources.
I will not cover the vSphere design, but it’s important to understand that all components are operating redundantly and that you have enough physical resources to meet the requirements.
A general recommendation is to use at least 10 GbE connections, to separate each traffic (mgmt, VM traffic, vSAN, vMotion) and make sure that each of them has sufficient bandwidth.
NSX for vSphere
NSX provides several network-based services and performs several security functions within a Horizon 7 implementation:
- Protects VDI infrastructure
- Protects desktop pool VM communication with applications
- Provides user-based access control (user-level identity-based micro-segmentation)
If you want to use NSX you have to think about a NSX infrastructure design as the NSX platform adds new components (e.g. NSX manager) and new possibilities (distributed firewall and identity firewall).
The most important design consideration for Horizon 7 is the concept of micro-segmentation. In the case of Horizon 7, NSX can block desktop-to-desktop communications, which are normally not needed or recommended. Each VM can now be its own perimeter and this desktop isolation prevents threats from spreading:
The Horizon 7 reference architecture of probably the best document to prepare yourself for the VCAP7-DTM exam. What do the current VCAP7-DTM certified people say? What else needs to be covered? Jump to part 11
This is the 9th part of my VCAP7-DTM Design exam series. In part 8 I covered the creation of an application architecture design for Horizon 7. Let’s have a look at the last part of the exam blueprint, which is about session management and client devices:
Section 8 – Incorporate Endpoints into a Horizon Design
Objective 8.1 – Incorporate Session Connectivity Requirements in a Horizon End Point Design
Objective 8.2 – Incorporate Management Requirements in a Horizon End Point Client Design
Objective 8.3 – Incorporate Security Requirements in a Horizon End Point Design
In a Windows environment several types of user profiles are available:
- Local Profile
- Roaming Profile
- Mandatory Profile
The user profile include user-specific data and application settings which allows the users to have a persistent appearance regardless which desktops a user logs in to.
As a general leading practice, it is recommended to redirect as much user data as possible to a network share. But in a Windows environment, administrators have often experienced issues with roaming profiles. From my experience, a smaller profile causes less trouble and it’s worth to spend time to have a proper profile management strategy configuration.
VMware User Environment Manager
VMware’s solution for profile management is called User Environment Manager (UEM) which is part of the Just-in-Time Management (JMP) platform. JMP is composed of the Instant Clone technology for fast desktop provisioning, App Volumes for real-time application delivery and User Environment Manager for the profile and session management.
When I worked with Citrix products, the recommendation was to use Citrix UPM (roaming profile) and configure folder redirections via GPO.
One of the things I have learned when I joined VMware, is the different approach when it comes to profile management. VMware recommends mandatory profiles and the dynamic configuration capability of UEM:
User Environment Manager manages user and Windows settings and dynamically configures the desktop. For example, it can create drive and printer mappings, file type associations, and shortcuts. User Environment Manager can also manage and provide shortcuts to applications such as ThinApp to users.
This is Microsoft’s definition of a mandatory user profile:
A mandatory user profile is a special type of pre-configured roaming user profile that administrators can use to specify settings for users. With mandatory user profiles, a user can modify his or her desktop, but the changes are not saved when the user logs off. The next time the user logs on, the mandatory user profile created by the administrator is downloaded.
If you need to know how you create a mandatory user profile, check Microsoft’s article for Windows 10.
Very important to know when using UEM with mandatory profiles: Only the settings you have defined in UEM are kept for your sessions. Settings that you didn’t configure with UEM are not preserved and are discarded after a logout. This is called personalization.
Once you have configured your mandatory profile, the configuration in UEM is waiting:
- Personalization (e.g. configuration files for Windows settings)
- Application Configuration Management (initial settings for applications)
- User Environment Settings (printer/drive mappings, environment variables, shortcuts etc.)
- Dynamic configuration based on conditions (user, location, client device etc.)
If you need to know more about UEM, read the blog VMware User Environment Manager, Part 1: Easier, Faster Windows Logins with Mandatory Profiles, where you find information about installing and configuring VMware User Environment Manager.
Identify the customer’s client device characteristics and compare it with the requirements. Depending on the requirements you have the following client device options:
- Tablets and Smartphone
- Fat Clients (the traditional PCs or laptops including Mac)
- Thin Clients
- Zero Clients
For each device a different Horizon Client (depending on the OS) is available for download.
As already mentioned earlier in this series, Blast should be the primary protocol for your Horizon sessions. If you have endpoints where a Horizon Client cannot be used or installed, you still have the HTML access option.
Configuration for Smart Policies are done in the UEM console. Some of the settings you have configured via Group Policies before can now be done in UEM. I’m talking about configuration based on conditions like client location, launch tag or pool name. But it’s also possible to fill in your own personal View client properties:
With Smart Policies, administrators have granular control of a user’s desktop experience. A number of key Horizon 7 features can be dynamically enabled, disabled, or controlled based not only on who the user is, but on the many different variables available through Horizon 7: client device, IP address, pool name, and so on.
Example: Based on the client device used you can set different settings for USB redirection, clipboard and bandwidth profile.
Smart Policies can be enforced and evaluated at login/logout and reconnect/disconnect and at defined refresh intervals. This allows IT to maintain endpoint and session security even the user changes the network, the endpoint or both.
These are the basics about session management and client devices. We have now covered all sections of the exam blueprint:
Section 1 – Create a Horizon Conceptual Design
Section 2 – Create a Horizon Logical Design
Section 3 – Create a Physical Design for vSphere and Horizon Components
Section 4 – Create a Physical Design for Horizon Storage
Section 5 – Create a Physical Design for Horizon Networking
Section 6 – Create a Physical Design for Horizon Desktops and Pools
Section 7 – Incorporate Application Services into a Horizon Physical Design
Section 8 – Incorporate Endpoints into a Horizon Design
I know the basics about a Horizon 7 implementation but I need to gain more technical knowledge about each product. As a Solution Architect I have a customer-facing pre-sales role and in general have no hands-on experience. As a consultant, who works with the Horizon suite on a daily basis, I’m sure that the VCAP-DTM Design exam would a piece of cake. 🙂
The next weeks I will read a lot of the PDFs (reference architecture and admin guides) mentioned in the exam blueprint and they are about:
- Horizon 7.2 (including Mirage, ThinApp, UAG)
- App Volumes 2.12
- IDM 2.9
- UEM 9.2
- vROps 6.4
- vSAN 6.2
- vSphere 6.5
Because I have a quite big home office and love whiteboards, I decided to order whiteboard papers which hold to the walls by static charge. This should help me to note important stuff down. 😀
I have left six weeks to prepare! Let’s do this! 🙂 Jump to part 10