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Table of Contents
Declaration.......................................................................................................................................... 4
Preface................................................................................................................................................. 5
About This Manual...................................................................................................................... 5
Document Conventions...............................................................................................................6
Graphic Interface Conventions....................................................................................................6
Symbol Conventions....................................................................................................................6
Technical Support........................................................................................................................ 7
Acknowledgements..................................................................................................................... 7
1. Installing SANGFOR HCI Software................................................................................................... 8
1.1. Hardware Requirements...................................................................................................... 8
1.2. Installing HCI Software......................................................................................................... 9
1.2.1. Writing Image File to USB Drive................................................................................9
1.2.2. Installation of HCI Manager.................................................................................... 13
2. Migrating Physical/Virtual Machines to HCI Platform.................................................................. 21
2.1. Converting Physical Servers to Virtual Machines.............................................................. 21
2.1.1. Converting Windows-based Server........................................................................ 22
2.1.2. Converting Linux-based Server ............................................................................. 27
2.2. Migrating VM to SANGFOR HCI Platform from Other Platforms.......................................31
2.2.1. Exporting OVA File...................................................................................................31
2.2.2. Importing OVA File ................................................................................................ 36
3. High-Availability(HA) Cluster......................................................................................................... 40
3.1. Working Principle of Cluster...............................................................................................40
3.2. Creating Cluster ................................................................................................................ 40
3.3. Creating Clustered Virtual Machine...................................................................................41
3.4. HA....................................................................................................................................... 43
3.5. Manual Migration...............................................................................................................46
4. VM Backup.....................................................................................................................................48
4.1. Introduction ......................................................................................................................48
4.1.1. Backup Objects........................................................................................................48
4.1.2. Backup Characteristics............................................................................................ 49
4.1.3. VM Backup and Recovery....................................................................................... 50
4.2. Backup Scenarios................................................................................................................52
4.2.1. Backup on Hosts in Cluster......................................................................................52
4.2.2. Backup on Shared Storage...................................................................................... 53
4.2.3. Backup on Hosts and Shared Storage..................................................................... 53
4.3. Creating Backup..................................................................................................................54
4.3.1. Manual Backup ......................................................................................................54
4.3.2. Scheduled Backup................................................................................................... 55
4.4. Recovering VM................................................................................................................... 57
5. Network Visualization................................................................................................................... 60
5.1. Easier Network Deployment with “You Get What You Draw” Editor................................60
5.1.1. Deploying Network Topology..................................................................................60
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5.1.2. Configuring Edge..................................................................................................... 61
5.1.3. Configuring Virtual Switch...................................................................................... 65
5.1.4. Configuring Virtual Router...................................................................................... 73
........................................................................................................................................... 88
5.1.5. Configuring Virtual Network Device....................................................................... 88
5.2. Traffic Visualization............................................................................................................ 96
5.3. Simpler Troubleshooting.................................................................................................... 96
SANGFOR and the Sangfor logo are the trademarks or registered trademarks of Sangfor Inc.
All other trademarks used or mentioned herein belong to their respective owners.
This manual shall only be used as usage guide, and no statement, information, or suggestion in it
shall be considered as implied or express warranty of any kind, unless otherwise stated. This
manual is subject to change without notice. To obtain the latest version of this manual, please
3. High-Availability(HA) Cluster
4. VM Backup
5. Network Visualization
The contents are based on SANGFOR HCI Platform official version 4.5. There are
This manual uses the following typographical conventions for special terms and instructions:
Parameter example:
italics Directory, URL Enter the following address in the IE address bar:
http://10.254.254.254:1000
> Multilevel menu and Navigate to Storage> iSCSI Virtual Disks to create iSCSI
submenu virtual disk.
Symbol Conventions
This manual also adopts the following symbols to indicate the parts which need special attention
Technical Support
E-mail: tech.support@sangfor.com
Website: www.SANGFOR.com.
Acknowledgements
Thanks for using our product and user manual. If you have any suggestions on our products,
please provide us feedback by phone or e-mail. Your suggestion will be much appreciated.
resources of physical server (CPU/memory/storage and others), and to provide a number of guest
operating systems with complete hardware system functions and independent running
This section introduces the installation of SANGFOR HCI software and installation requirements
for hardware. After the software is installed correctly, you also need to configure it, and do
troubleshooting.
Before installation, a number of physical servers are needed. Performance of virtual machines is
determined by that of server's CPU, memory, and storage. The better server’s performance, the
Resource Requirements
Memory >8GB
Steps: Insert a USB drive into PC, and then follow the steps below:
UltraISO should be the latest version; Write format of the USB drive should be USB-HDD or
USB-HDD, choose Verify to check whether the image file is written correctly; USB drive capacity
Launch UltraISO, select File > Open and load ISO file of HCI software from local disk.
image file. Then, click on Write button and keep others default. You can remove the USB drive
Insert the USB drive into which image file has been written, to computer, and set the USB drive as
first boot device priority in BIOS settings. Reboot the computer, system enters the start screen,
select "Install HCI(server virtualization) Manager," press ENTER to enter installation page.
installation requirements. Note that HCI software only supports Intel architecture processor. For
The installation will format the system disk. Enter "format" to confirm formatting disk, select OK
After you select OK, the following page Disk Speed Tester appears. To test disk speed, select Yes,
For a better user experience, the recommended disk read speed is: >=100 MB/s, and the
Select the network interface "eth0" with up and down arrow keys, then choose OK to enter
The default gateway can only be set on one NIC; IP address of eth0 interface and gateway
should be on a same network segment, otherwise error may occur.
interface. To continue, click Yes to return to network configuration page, or click No to complete
the installation
Web admin console of HCI platform can only be accessed through the following browsers:
Chrome, Firefox, IE11, IE10.
1. Physical Servers
Notes:
1. Only HCI softing figure indicates that Sangfor Converter is being instware of 3.3 version and
2. Conversion tool for Windows system is an independent EXE file; for Linux system, the tool is
3. Conversion speed is up to physical network bandwidth and disk IO of the host where HCI
b. RAID mode of the host where HCI software is installed should be RAID 10
4. Since conversion will affect disk performance of the host where HCI software is installed, it’s
recommended to perform conversion when business system is not busy and ensure that number
5. Storage capability of HCI platform should be larger than the used space of disk of the physical
Download and install the SANGFOR_aSV_Converter.exe in Windows system, and then open it.
Click Start Now next to Virtualize this physical machine, as shown in the following figure:
And you can log in to Web admin console of Sangfor HCI platform to see the migration process,
Insert the USB drive to which HCI software image file is written, to a physical machine running
Linux, boot the system from USB drive, and select Migrate physical server to VM with P2V.
Before migration, Sangfor Converter will prompt you required steps. Click OK on the following
page.
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Network configuration is required before migration. Select a physical network interface of the
current physical host to communicate with the host where SANGFOR HCI software is installed.
IP address. Make sure the host at the specified IP address can access that cluster.
After network is configured, Sangfor Converter will check whether the current host and the host
where Sangfor HCI software is installed.can communicate with each other. If communication fails,
it will return to the network configuration page. If the communication is normal, you can click OK.
After the network connection is successful, the following page appears, which means you can
start migration of this physical machine. The Installer login is used for troubleshooting when
migration fails.
VM in Home.
OVA file can be exported from VMware vSphere and Citrix XenServer platforms.
Select the VM that needs to be exported in the VMware vSphere Client, select File ->Export ->
Select the VM that you want to export, right-click on that virtual machine and select Export.
Package.
selected. It is better to export one VM at a time. Thus, there’s no need to change settings and you
You can add EULA files on the following page. If you do not want to add EULA file, you can skip it
On the Advanced Options tab, select the option Create OVA package, but not the option
perform the export operation will run and configure the network settings. Generally, keep the
Confirm the export settings on the following page. Then, click Finish to start export.
You can create a new virtual machine by importing an existing OVA file to Sangfor HCI platform.
To create a new virtual machine, click Add in Compute page, and choose “Import Virtual
Machine”.
After the VM is created successfully, the VM’s information will be listed as below:
A clustered virtual machine is a virtual machine which runs in cluster environment and is
configured with high availability(HA) enabled. It can run on any host. When the working host fails
due to network connection error or others., the clustered virtual machine will be migrated from
the failed host to another host, which can minimize downtime to ensure business continuity.
A cluster works based on the clustered file system(CFS). Physical hosts communicate with each
other and update host state through host’s management interface. Virtual machines running on
System will check whether host meets the requirements for running a clustered virtual machine,
based on storage, memory and network, when powering on the virtual machine. Then, system
To create a cluster, at least two hosts that have installed HCI software are required. Navigate to
Select the node that you want to add. If the node you want to add is not in the list, it can be
discovered manually by clicking "+" icon to input its IP address, username and password. Then,
click Finish.
Since clustered virtual machines need to run on shared datastore, you need to add shared
datastore before creating a clustered virtual machine. If you have already added shared
datastore, select the HA option when creating VM(once this option is selected, only shared
datastores will be displayed in dwhich all nodes can acceatastore list), then select a shared
To test high availability of cluster, select a datastore which can be accessed by all nodes and
Thus, the virtual machine created in the way described above is a clustered VM which will be
marked ‘HA’ at the upper left corner of the corresponding card, as shown below:
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3.4. HA
Generally, the node running a clustered virtual machines is connected to two networks. One is
the external network, and the other is the shared storage network. You can merge the two
networks into one. In this test example, assume node 1 running a clustered virtual machine is
Test scenario:
Storage lock timeout: 20s (storage lock can be released by shut downing virtual machine); check
interval is 5 seconds.
connection will be deemed as abnormal; if storage cannot be accessed 2 times, the storage will
be deemed as abnormal.
HA scenario: If the node where virtual machine runs cannot be connected to network or access
storage, that VM will be migrated to another node. The following shows configuration of a virtual
machine is connected to the edge which connects to the eth2 interface of the two nodes
separately. Assume that the virtual machine is running on node 101 and memory of the node
102 is sufficient. In the following situations, that virtual machine will be migrated to node 102:
1) If the network cable of interface eth2 on node 101 is unplugged, the virtual machine will be
migrated to node 102; 2) When node 101 cannot access shared iSCSI storage, the virtual machine
node102.
However, the virtual machine will not be migrated in the following scenario:
eth1 interface is used to communicate with other nodes. If the interface is unplugged, node 101
will become offline but the virtual machine running on it will not be migrated to node 102,
because the virtual machine is connected to the edge which does not connects to eth1 interface.
When server is under maintenance, business system will be interrupted. Once server is
virtualized, business system can be migrated to another server to ensure business continuity.
Go to Compute, select the VM that needs to be migrated, and then select More > Others >
Migrate.
In the popup dialog, specify Datastore and Node under Destination Location, then click OK to
start migration.
4.1. Introduction
Gaining the following knowledge about backup is necessary for reading this section.
1 Offsite Backup: Virtual machine is backed up to another datatore instead of the datatore where
the VM is stored.
1) Full Backup:
Data can be backed up completely every time. In the event of data loss, all the data can be
restored through full backup, and the recovery process is simple and takes a very short time.
2) Incremental Backup:
Only the files modified after last incremental or full backup occurred can be backed up.
Backup process takes a shorter time. However, recovery with incremental backup needs other
2 Local Backup: Virtual machine are backed up to the datastore where the VM is stored.
Local backup is to take a snapshot of VM, The process is very fast, but virtual machine cannot be
On Sangfor HCI platform, the main backup objects are VM data, including VM disk, config files
and so on. Similar to physical hosts, VM data must be backed up periodically in order to prevent
Virtual machine can be recovered from backup when host fails or the VM cannot be powered on.
1) Incremental backup supported: All the data will be backed up the first time, but only
changes made after last backup occurred will be backed up, which will bring less impact on
2) Hot backup supported: There is no need to shut down VM before backup. Thus, there is no
4) VM data can be backed up to external storage or to another node in the cluster in case
5) Specific backup policy can be applied to new VMs. Therefore, there is no need to configure
happened.
Virtual machine can be recovered on the host running the virtual machine or on another host.
If host A fails, administrator can recover VM1, VM2 and VM3 running on host A to host B or C.
Typical Scenarios:
1. If host A operates properly but VM1 cannot be powered on, VM1 can be recovered on host A
3. If host A fails, VM1 can be recovered on host B of higher performance, instead of the host C
If there is no external storage, you can back up virtual machine to another host in the
the cluster. When one host fails, virtual machine can be quickly recovered on another
host from its backup.
In the cluster, if there is external shared storage, virtual machines can be backed up
on the shared storage. When one of the hosts fails, virtual machines running on the
failed host can be recovered on another host from backup on the shared storage.
To create VM backup, go to Compute and select the virtual machine you want to back up. Then
the same, the backup will be deemed as snapshot. If they are different, it would be a full backup.
After backup name and destination datastore are specified, click OK to start backup.
On Sangfor HCI platform, you can create scheduled backup policy to have VMs backed up
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periodically.
Log in to Sangfor HCI Web admin console, go to System > VM Backup and Recovery > Backup.
To add a scheduled backup policy, click Add. Specify Policy Name, Backup VM, Backup Directory,
In Compute, you can recover a virtual machine. First, select the virtual machine that you want to
Go to the Backup tab and select the backup from which you want to recover the virtual machine.
Click on the backup file and the following dialog pops up. In the dialog, select Recover.
Input OK if the configuration is right . Then, click Recover to start recovering the VM.
When you log in to Sangfor HCI platform for the first time, a wizard wil pop up to guide you
through virtual network deployment, as shown below: (You can also enter the wizard by clicking
In Networking, you can deploy virtual network topology. To edit topology, you must enter
editing status, otherwise, the topology can only be viewed. Click Edit to enter editing status, as
shown below:
Edge connects physical network and virtual network. It uses physical interface or aggregate
interface to connect to physical network in Trunk mode. When configuring edge, you need to
specify port group. A port group consists of more than one interfaces with the same
configuration(such as VLAN).
To deploy an edge, drag an edge onto the canvas from the left panel, select the physical
Select an edge and click on Settings button on the right to enter edge settings page. On the
Settings page, you can view and configure physical interface and port group.
On the Physical Interface tab, you can add a new physical interface, delete or edit existing
On the Port Group tab, you can add a new port group, delete or edit existing port group.
To add a new port group, click Add to enter the following page and configure related fields.
[Type]: Specifies the type of VLAN interface, Trunk or Access. Trunk port is used for VLAN
trunking or VLAN aggregation. It allows packets which carry VLAN information and VLAN ID is
within specific VLAN ID range. If the VLAN ID is not in the specific VLAN ID range, the packets will
be rejected.
Access port is used for untagged VLAN. If it receives packets without carrying VLAN information,
the packets will be tagged with specific VLAN IDs, which will be removed when the packets go out
[PVID]: It is the default VLAN ID that will be tagged on the packets going through the switch but
A virtual switch provides connection, access control list (ACL) and broadcast storm prevention.
First, you need to check whether overlay network interfaces(VXLAN) of each node are configured
on a same network segment. If they belong to different subnets, nodes cannot communicate with
each other through a virtual switch. To check overlay network interface settings, select a node in
Nodes, click Summary to enter node summary page and then click Advanced on the Network tab
Navigate to Networking page and then drag a virtual switch onto the canvas. To make the switch
Select a virtual switch, you can view the switch’s configuration on the right. To configure switch,
click Settings button to enter Settings page, as shown below. On the following page, you can add
connection and access control policy, and enable broadcast storm prevention.
Adding Connection
On the Device tab, you can add connection to virtual machines and network devices(such as
the VM that you want to connect to the switch. Click OK to save the settings.
To add connection to network device, select Add Connection > To Network Device, select the
network device that you want to connect to the switch and then click OK.
On the Access Control tab, you can add access control policy. There is a default access control
To add an access control policy, click Add to enter the following page:
[Action]: Specifies action against matching packets. To allow the packets, select Allow. To
On the Advanced tab, you can enable and configure broadcast storm prevention which can help
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to restrain outgoing packets or block some interface if multicast or broadcast storm occurs on
To configure broadcast storm prevention, click Settings to enter the following page and specify
threshold.
To view detailed settings of a switch, select the switch and click Summary button to enter switch
summary page Here you can view Basics, Traffic, Status and Network. You can also view admin
Interface: Specifies the interface. The packets passing through that interface will be captured.
Expression: Specifies expression to filter packets. On the right panel of the Packet Capture &
Max File Size: Specifies the maximum size of the file. Packet capture will stop if the file size
Admin Logs: This section displays administrator logs, which record various operations performed
by the administrator, such as adding connection. Each log contains the following information:
Status, Action, Start Time, End Time, Username, Node, Object Type, Object and Operation. To
A virtual router provides functions like interface, VLAN subinterface, static route, NAT, access
To deploy a virtual router, go to Networking page, enter editing status, drag a virtual router onto
the canvas and then click Apply Changes, as shown in the following page. To edit router’s name,
select the router and edit its name on the right panel.
You can configure a virtual router by clicking Settings button to enter the Settings page. On that
page, you can configure interface and VLAN subinterface, static route, NAT, access control policy,
On the Interface tab, you can configure the router's network interface and the corresponding
VLAN subinterface.
On the Route tab, you can configure a static route or more than one at a time. Static route is
To add a static route, click Add Static Route and configure related fields on the following page:
To add multiple static routes, click Add Multiple to enter,the following page:
One static route per row. Example: destination IP address, netmask, next-hop IP address.
On the NAT tab, you can configure SNAT and DNAT rules SNAT is used to translate source IP
address of a data packet, while DNAT is used to translate destination IP address of a data packet.
following page:
[Source]: Specifies source IP address. Options are All and Specified. If Specified is selected, only
[Destination]: Specifies destination IP address. Options are All and Specified. If Specified is
selected, only the source IP addresses of the packets routed to the specified destination IP
source IP address will be translated to the IP address of specified outgoing interface. If Specified
To add a DNAT rule, click Add on the Destination NAT tab, as shown below:
IP address will be translated to specified IP address only when it is the IP address of specified
incoming IP address. To specify destination port, you need to specify protocol and port number
To bypass ACL and allow access via incoming interface, select the option Bypass ACL and allow
On the Access Control tab, you can add access control policy. There is a default access control
To add an access control policy, click Add to enter the following page:
Configuring DHCP
DHCP is used to automatically assign IP addresses to virtual machines. You can configure DHCP IP
address pool on the IP Address Pool tab and view status of assigned IP addresses on the Status
tab.
To add IP address pool, click Add IP Address on the IP Address Pool tab.
Advanced: You can specify Preferred WINS, Alternate WINS, and Lease, as shown below:
On the Status tab, it displays the following information: Interface, IP Address, Host Name, MAC,
Time Assigned, Lease Expiration and Bindings. To bind IP address with the corresponding host,
click Bind and specify MAC address. Thus, the IP address will be only assigned to the host with
DNS proxy can help to resolve domain names for the devices connected to the virtual router. To
On the Advanced tab, you can enable high availability (HA) and specify a node to run the virtual
router.
node and synchronize data in real time. If one node fails, the second router will take over
seamlessly. However, synchronizing data between the two routers will consume extra network
bandwidth.
Without HA enabled, the router will be recovered on another node when the node running that
[Router Running on Node]: By default, the node where the router runs is automatically selected
according to the settings on the following page. You can also change the current node running
You can view detailed information of a virtual router by selecting the router and clicking
Summary button. On the Summary page, it displays Basics, Traffic, Status and Network. On the
Interface: Specifies the interface. The packets passing through that interface will be captured.
Expression: Specifies expression to filter packets. On the right panel of the Packet Capture &
Max File Size: Specifies the maximum size of the file. Packet capture will stop if the file size
Admin Logs: This section displays administrator logs, which record various operations performed
by the administrator, such as adding connection. Each log contains the following information:
Status, Action, Start Time, End Time, Username, Node, Object Type, Object and Operation. To
Currently, only the virtual network devices(NGAF and vADC) could be deployed into virtual
network in Networking.
In Networking > Templates, you can upload the .vma file of virtual network devices, as shown
below:
If the template file is uploaded successfully, you will see its information in the template list, as
shown below:
To build a virtual network device, drag the virtual network device onto the canvas and configure
To make a virtual network device available, you need to license that device first by clicking
On the above page, you can specify configuration type, configure licensed resources, and view
Device Name: Displays the name of the current virtual network device.
Config Type: Specifies configuration type of the virtual network device. Note that configuration
Licensed Resources: Specifies licensed resources for the virtual network device.
If the virtual network device is licensed successfully, it will be automatically restarted and then
you will see the Web Console and More buttons on the right panel in Networking. To perform
more operations against the virtual network device, click More button, and select the operation,
such as Shut Down, Power Off, Backup, Recover, Migrate and Clone, etc.
You can configure virtual network device by selecting the device and clicking Settings button.
On the Interface tab, it displays the following information: Interface, IP Address, Netmask, MAC
Modifying Configuration
On the Configuration tab, you can change configuration of the virtual network device by clicking
On the above page, you can modify hardware configuration on the right.
Changing Location
On the Location tab, you will see the information of datastore and the current node running the
virtual network device. To change the current location, click Change button to enter the following
To have the virtual network device power on upon node startup, select Power on at node startup.
High priority can ensure that the virtual network device has enough resources even when overall
resources are inadequate. Reboot if error occurs enables virtual device to restart automatically
when it is not responding due to stuck. HA enables virtual network device to be migrated to
performance.
You can view detailed information of virtual network device by selecting the device and clicking
Summary button. The following information are displayed on the Summary page: device status,
sessions, connection status, and inbound and outbound rate. On the Admin Logs page, you can
On the above page, you can perform the following operations: Power On, Shut Down, Backup,
Settings, Licensing. Click More to perform more operations, such as Power Off, Migrate and
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Clone.
On Sangfor HCI platform, traffic going through virtual devices on the topology can be viewed
To hide traffic data, click icon. Thus, you can view virtual network devices and virtual
With network connection detection, troubleshooting becomes much simpler and more intuitive,
and network problems could be found more quickly. To test connectivity, you need to specify the
source virtual machine and destination IP address, and then click Start to start test.
Click … to select a virtual machine, and input destination IP address (domain name not
Then, the detailed test process will display, including sending request and receiving response.