RedNectar’s HX Pre-Install Checklist


Completing Cisco’s Pre-installation Checklist for Cisco HX Data Platform will capture all the information you need, but not necessarily in the order you need it, and for a single site only.  So, I decided to write a version that gets the information in the order you need it and in a format that’s easier to expand into a multi-site deployment.

Logical Planning for the installation


Don’t use special characters any passwords for a hassle free install.

Task 1:
Fabric Interconnects – initial console config

Initial configuration of the Fabric Interconnects will require the following information.  You will need to enter the items marked * again later, so remember them.

Configuration Item




UCS Admin Password*

UCS System Name

FI-A Mgmt0 IP address

Mgmt0 IPv4 netmask

IPv4 address of default gateway

Cluster IPv4 Address*

DNS IP address*

Domain name (optional)

UCS FI-B IP address

Task 2:
Fabric Interconnects – firmware upgrade

You may wish to assign the NTP server address to the Fabric Interconnects during the Firmware Upgrade.

Configuration Item




NTP Server IP

Task 3:
Server Ports, Uplink Ports, FC Uplink ports on FIs

If using 6200 Fabric Interconnects, AND you plan on connecting Fibre Channel storage to the FIs now or in the future, remember these will have to be the high numbered ports and increment in steps of 2. So, for a UCS 6248, ports 31 and 32 will be the
first FC ports. For a UCS 6296, ports 47 and 48 will be the first FC ports.

For UCS 6332-16UP FIs, the order is reversed. Only the first 16 (unified) ports are capable of 4/8/16Gbps FC – but they progress from left to right in pairs, so the first two FC ports will be ports 1 & 2.

The UCS 6332 doesn’t support FC, but both the UCS 6332 and the UCS 6332-16UP FIs have 6 dedicated 40Gbps QSFP+ ports – these are the highest numbered ports on the respective FI (27-32 on the UCS 6332, 35-40 on the UCS 6332-16UP)

RedNectar’s Recommendation:

Allocate server ports in ascending order from the lowest port number available.

Allocate uplink ports to the highest numbered ports.


If attaching using 10Gbps servers to UCS 6332-16UP reserve the lowest numbered ports for current and future FC connections.

The configuration of the Ethernet uplink ports is also a consideration. The original design should indicate whether you are using:

  • Unbundled uplinks
  • Two port-channelled uplinks, one to each upstream switch
  • A single port-channel from each FI to an upstream switch

Configuration Item




Server1 port number:

Port range to configure as server ports:

Port range for Ethernet uplinks:

Port ranges for Ethernet uplink port-channels:

Port range for FC uplinks:

Task 4:
The Installer VM and Hyperflex configuration items

UCSM Config items – Part#1

You will need to re-enter items you’ve already configured above.





UCS Manger hostname: (=Cluster IPv4 Address)

User Name




(UCS Admin Password)




vCenter config items

Some of the following I’ve filled in with recommended values. Don’t change them unless you really know what you are doing. In other places, I’ve included the recommended values in brackets. Here are some more recommendations:

  • The vCenter password should NOT contain special characters like []{}/\’`” – to be honest I don’t know the complete list, and I’m guessing at the list above based on my knowledge of how hard it is to pass some of these characters to a process via an API, which is what the Installer does to log into vCenter.

Configuration Item




vCenter Server (IP or FQDN)

vCenter username

vCenter Admin password

Installer Hypervisor Admin user name




Installer Hypervisor Admin user password




VLAN config items

  • You will need at least four VLAN IDs, but not all have to be unique. Here are my recommendations:
  • The VLAN ID for HX Storage traffic does not need to be seen any further Northbound than the upstream switches that connect to the FIs. So, it is safe to use the same VLAN ID at every site.
  • You may well already be using a VLAN for vMotion. It’s OK to use the same one here.  In fact, if you are moving VMs from an existing environment, it’s a good idea.
  • The list of VLANs needs to include all VLANs that the VMs will need. You can add more later, but remember there is a system wide maximum of 3000 VLANs (UCS 6300 FIs) or 2000 VLANs (UCS 6200 FIs)
  • Each cluster should have its own MAC address range.  MAC addresses always begin with 00:25:B5: so I’ve filled that much in for you. Add just one more 2 digit hextet to the prefix given.
  • The OOB CIMC Pool should have enough IPs to allocate one to every server now and in the future.
  • My advice is to make the IP address Pool for OOB CIMC be part of the same subnet that will be used for the HX Mgmt VLAN.

Configuration Item




VLAN Name for HX Mgmt [hxinbandmgmt]

VLAN ID for HX Mgmt

VLAN Name for HX Storage traffic [hx storagedata]

VLAN ID for HX Storage traffic

VLAN Name for VM vMotion [hxvmotion]

VLAN ID for VM vMotion

VLAN Name(s) for VM Network (comma separated)

VLAN ID(s) for VM Network (comma separated)

MAC Pool Prefix




ext-mgmt IP Pool for OOB CIMC

ext-mgmt IP subnet Mask

ext-mgmt IP Gateway

iSCSI Storage and/or FC Storage

If you plan to give the HX cluster access to remote iSCSI or FC storage, it will be simpler to configure it during the install.

Configuration Item




iSCSI Storage






FC Storage

WWxN Pool




VSAN A Name [hx-ext-storage-fc-a]




VSAN B Name [hx-ext-storage-fc-b]


UCS Firmware Version

My recommendation is to upgrade the firmware before beginning the installation, and allow the installer to enter the UCS Firmware Version at Installation time.

  • If a Hyperflex Cluster Name is given here it will be added as a label to Service Profiles in UCS Manger for easier identification. Don’t confuse it with the Cluster Name required later on for the Storage Cluster.
  • Org Name can be the same for each site, but is probably better to have a naming plan. Organisation Names are used to separate Hyperflex specific configurations from other UCS servers in UCS Manager.

Configuration Item




Hyperflex Cluster Name (Optional)

Org Name

Hypervisor Configuration

This is the bit where the DNS configuration is important.  If your installer cannot resolve the names given here to the IP Addresses (and vice-versa) then the Servers will be added to the configuration using IP addresses only, rather than the names.

Other advice:

  • The Server IP addresses defined here will be in the HX Mgmt VLAN.
  • If using more than one DNS Server, separate with commas
  • Always use sequential numbers for IP addresses and names – allow system to automatically generate these from the first IP Address/Name – so make sure your first hostname ends in 01

Configuration Item




Subnet Mask



DNS Server(s)

Server1 IP address

Server1 Hostname (xxx-01)

Cluster IP Configuration

  • The Hypervisor IP addresses and Storage Controller IP addresses defined for the HX Mgmt VLAN must be in the same subnet as the Host IP addresses given in the previous step.
  • The Hypervisor IP addresses and Storage Controller IP addresses defined here for the Data VLAN must be in a different subnet.  This subnet does not really need to be routable (so gateway IP is optional), although that may change when synchronous replication is supported.
  • Always use sequential numbers for IP addresses – allow system to automatically generate these from the first IP Address.

Configuration Item




Management VLAN – make both IPs on same subnet

Hypervisor 1 IP Address (Same as last step)

Storage Controller 1 IP address

Management Cluster IP address

Management Cluster Gateway

Data VLAN – make both IPs on same subnet

Hypervisor 1 IP Address

Storage Controller 1 IP address

Data Cluster IP address

Data Cluster Gateway

Storage Cluster and vCenter Configuration

  • The Cluster Name is the name given to the Storage Cluster. Use a naming convention.
  • The controller VM is the VM that manages the storage cluster. Use a secure password without special characters.
  • Cisco recommends using Replication factor 3 for Hybrid Clusters, 2 for All Flash unless a heightened level of redundancy is desired.
  • If the vCenter Datacenter and/or Cluster (case sensate) exists already, it will be used. Otherwise it/they will get created during install.
  • If multiple DNS and/or NTP servers are used, use commas to separate the list.

Configuration Item




Cluster Name


Replication Factor (2 or 3)


Controller VM password (required)

vCenter Datacenter Name

vCenter Cluster Name

DNS Server(s) (Use same values as last time)

NTP Server(s)

That completes my Installation Checklist.  But it is not enough to have just a checklist of items without validating them. So, …

Before beginning Hyperflex installation…

After the logical Planning for the installation has been completed, you need to validate it.

Here is a checklist of a few things that you should make sure are completed before arriving on each site for the install.  Having these items complete will greatly help make the Hyperflex installation go smoothly.  If doing the install for a customer, have them complete this as well as the pre-installation checklist for EACH site.



Task 1:The Physical environment

a.Do you have the correct power chords for all devices that have to be racked?

b.Do you have the 10G/40G uplinks cabled to the rack where the Hyperflex Clusters is to be installed?

c.Are the 10G/40G uplinks physically connected to the upstream switches?

d.If bringing FC to the FIs, do you have the FC fibre uplinks cabled to the rack where the Hyperflex Clusters is to be installed?

e.If bringing FC to the FIs, do you have the FC fibre uplinks physically connected to the upstream FC switches?

f.Do you have 2 x RJ45 connections to the OOB Management switch that the Fabric Interconnects will connect to?

The two FI’s have ports labelled L1 and L2. Two regular RJ45 Ethernet cables are needed to connect L1 to L1 and L2 to L2. Ideally, these will be ~20cm in length to keep patching obvious and neat.

g.Do you have 2 x regular RJ45 Ethernet cables to patch the L1 & L2 ports for both FIs in all locations?

Task 2:The Inter-Fabric Network

h.Are the four VLANs defined in the Pre-Install Checklist configured on the upstream switches that the FIs will be connecting to?

i.Have jumbo frames been enabled on the upstream switches that the FIs will be connecting to?

Task 3:The Management Switch/VLAN

The FI’s need 1G Ethernet connectivity to a management switch/VLAN.

j.Have the IP addresses defined as default gateway addresses in the Pre-Install Checklist been configured on a router/Layer3 switch?

Plug a laptop into the ports assigned to the FI Management ports in the racks where the FIs are to be installed (i.e. as in c above).  Assign your laptop an IP address in the appropriate range

k.Can the laptop ping the default gateway IP?

l.Can the laptop ping the NTP server defined in the Pre-Install Checklist?

Task 4:The Installer

The installer is a .ova file (Cisco-HX-Data-Platform-Installer-vxxxxx.ova) – a vCenter (v6.5) needs to be set up with an ESXi Host and the .ova installed on the ESXi Host.

Note:If all else fails, you can run the installer from a laptop using VMware Fusion or VMware Workstation.

When the installer VM boots, it needs to be given an IP address and DNS information via DHCP.

The following tests are to verify that the Installer VM has been given a suitable IP address, has access to DNS, and that the DNS has been configured fully.

Note:The installer VM username/password is root/Cisco123

m.Has the Installer VM been given an IP address via DHCP? (Use the command ip addr show eth0 or ifconfig eth0 to check)

n.Has the Installer VM has been configured with the correct DNS address? (Use the command cat etc/resolv.conf to check)

o.Can the Installer VM resolve forward and reverse names using the following commands?

p.Can the Installer VM ping the NTP server?


About RedNectar Chris Welsh

Professional IT Instructor. All things TCP/IP, Cisco or VoIP
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