Prerequisites

Prepare to Deploy the Virtual Appliance

1. From the Inventory available, click the server's IP address then click the Configuration tab.

   Figure 2-1 VM Server Configuration Tab

   
2. Click Networking from the left menu then click the Add Networking… link.
3. Choose Virtual Machine as the Connection Type and click Next.

   Note:

   The physical network adapters on the server appliance (vmnic1, vmnic2, etc.) can only be assigned to a single vSphere standard switch. Once a vmnic is assigned to a vSphere standard switch, it will no longer be available when creating a new vSphere standard switch.
4. Click Create a vSphere standard switch, choose one of the available virtual machine NICs, and click Next.

   Figure 2-2 Create a Switch

   
5. Give the Virtual Machine Port Group for the switch you created in step 4 an appropriate Network Label. If VLAN tags will be used on the associated appliance port, set the VLAN ID field to All (4095). Click Next.
6. Confirm that the information for the new virtual switch is correct then click Finish.
7. If this switch will be attached to the appliance management port, skip to step 18. Otherwise, after creating the switch, remain on the Networking panel of the Configuration tab and locate the switch within the panel. You may need to scroll down.
8. Click Properties... for the switch. Then, from the Ports tab, highlight the Virtual Machine Port Group and click Edit…
9. On the Security tab ensure that Promiscuous Mode and Forged Transmits are set to Accept then click OK.

   Figure 2-3 Configure Promiscuous Mode

   
10. Repeat steps 4 through 9 to create a separate virtual switch for each Virtual Appliance port that will be used in your deployment.
11. Repeat steps 4 through 9, and do not choose a virtual machine NIC to create a null virtual switch for Virtual Appliance ports that will not be used in your deployment.

Deploy the Virtual Appliance

1. Click File, Deploy OVF Template...

   Figure 2-4 Deploy OVF Template

   
2. Browse to the location of the Appliance VM Image (.ova package) that you downloaded. Select the file and click Open.
3. Click Next and a screen will display information for the VM being imported.
4. Click Next and a screen will display the End User License Agreement. After reading, click Accept then click Next.
5. The Name and Location screen displays a default name for the VM. Change the name if desired and click Next.

   Figure 2-5 Name the VM

   
6. Accept the default settings on the Disk Format screen and click Next.
7. On the Network Mapping screen, use the drop-down menus under Destination Networks to assign the Virtual Appliance ports (Source Networks) to the previously configured virtual switch port groups. Any port that will not be used in your deployment must be assigned to the null virtual switch (see step 19 of Prepare to Deploy the Virtual Appliance). Click Next.

   Figure 2-6 Map Networks from Inventory

   
8. Click Finish on the Ready to Complete screen.

   Note:

   Decompressing the disk image onto the server could take several minutes.

Configure the Virtual Machine

1. If this is the first time you have used the vSphere Client, you may need to click the Inventory icon, identify the server, and expand its inventory list.
2. Click the name of your Virtual Appliance's VM in the inventory list.
3. Click the Summary tab and click Edit Settings underneath the Commands section to open the Virtual Machine Properties window.
4. Click Memory from the Hardware tab of the Virtual Machine Properties screen and ensure that the required amount of memory is configured for the intended performance level of your Virtual Appliance (see the Virtual Machine Specifications section for details).

   Figure 2-7 Adjust Memory Size

   
5. Click CPUs from the Hardware tab of the Virtual Machine Properties screen and ensure that the required number of cores (i.e., Virtual CPUs) is configured for the intended performance level of your Virtual Appliance (see Virtual Machine Specifications section for details). You may configure these cores on a single virtual socket or across multiple virtual sockets.

   Figure 2-8 Adjust the Number of Sockets and Cores

   

   Note:

   The number of virtual sockets should either be 2 or 4, based on the licensed performance from Virtual Machine Specifications section. The number of cores per socket must be 1.
6. Click Hard disk 1 from the Hardware tab of the Virtual Machine Properties screen and ensure that at least 160GB of storage is configured in the Provisioned Size field.

Figure 2-9 Add Hard Disk

Click OK to save the changes to the Virtual Appliance and exit the Virtual Machine Properties screen.

Start the Virtual Appliance

1. From the inventory list, make sure your new VM is still selected and power it on by clicking the green Play icon.
2. Click the Console tab in the right hand pane of the vSphere Client screen then click inside the console screen and hit Enter.

   Note:

   To exit the console, release the mouse by pressing and holding the Ctrl and Alt buttons simultaneously.
3. At the login prompt enter the following credentials:

   Login: talariuser

   Password: talari

4. The Edge OS level and Host IP are displayed.

   Note:

   The Virtual Appliance is configured to use DHCP by default. If you want to manually configure the management IP, follow steps 5 through 9; otherwise, take note of the Host IP and skip to Configure and License the Virtual Appliance.

   Figure 2-10 Virtual Appliance Console Login

   
5. Run the tcon command to acquire the console.
6. Run the management_IP command to enter the set_management_ip prompt.
7. Run set interface <ip_address> <subnet_mask> <gateway_ip_address> (e.g., set interface 192.168.44.196 255.255.240.0 192.168.35.2).
8. Run apply.
9. Run main_menu to exit the set_management_ip prompt.

Configure and License the Virtual Appliance

1. If you intend to deploy your Virtual Appliance as a Network Control Node, skip to step 6. Otherwise, access the Configuration Editor available from the web console of your Network Control Node or your Oracle SD-WAN Aware instance.
2. From the Configuration Editor, modify your current configuration to include the Virtual Appliance as a new Site or as an update to an existing Site.
3. Under Sites → [Virtual Appliance Site Name] → Basic Settings, when you choose a Virtual Appliance model from the Model drop-down menu also choose the correct license from the License drop-down menu.

   Figure 2-11 Choose Correct Virtual Appliance License from the Configuration Editor

   
4. Stage the modified configuration on your network as you would any other configuration change.
5. Download the staged Appliance Package for the Virtual Appliance to your local workstation.

   Note:

   At this point, if desired, continue and complete the Change Management process to activate the configuration changes across Edge in preparation for the Virtual Appliance addition.
6. Open any supported browser and navigate to the management IP of the Virtual Appliance. At the Login prompt enter the following credentials and click Login:

   Login: talariuser Password: talari

7. Request a license for the Virtual Appliance by submitting the Hardware Identifier (found on the Home page when you log in) to your Sales Representative. Your Sales Representative will issue a License file based on the performance level you specified.

   Note:

   If you have a pre-prepared Appliance Package for the Virtual Appliance, continue with step 8. If you do not have a pre-prepared Appliance Package for the Appliance, click Advanced Config to manually configure and license your Virtual Appliance.
8. Under One Touch Start, click Browse and select the pre-prepared Appliance Package from your workstation.

   Figure 2-12 Oracle SD-WAN Edge Software Home Screen

   
9. Select Client or Network Control Node (NCN) and click Apply Package.
10. Once the Appliance Package is uploaded the Client Setup Complete (or NCN Setup Complete) page will be displayed.

    Figure 2-13 Client Setup Complete

    

    Note:

    The service starts automatically, but before you can take advantage of the performance level you purchased a license for, you must upload the license to the Virtual Appliance. An unlicensed Virtual Appliance will override the permitted rates of all configured WAN Links so their total does not exceed 10 Mbps full-duplex (i.e., 20 Mbps total).
11. Download the License file issued by your Sales Representative to your workstation. From this page or the Manage Appliance → License Information page, click the Browse button and choose the License file you downloaded.
12. Click Upload License. The page will reload to display your License Information.

Figure 2-14 Successfully Licensed Virtual Appliance

Troubleshooting VM Permissions

If you encounter permissions issues attempting to run a Virtual Appliance on VMware ESXi, highlight the Virtual Machine from the server's Inventory list and click the Permissions tab to verify that the correct users have Administrator access to the Virtual Appliance. If the necessary users are not listed and/or their role is not set properly, you must contact your VMware server's administrator for help.