IaaS Configuration for Virtual Platforms

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IS Configurtion for Virtul Pltforms vcloud Automtion Center 6.0 This document supports the version of ech product listed nd supports ll susequent versions until the document is replced y new edition. To check for more recent editions of this document, see http://www.vmwre.com/support/pus. EN-001312-01

IS Configurtion for Virtul Pltforms You cn find the most up-to-dte technicl documenttion on the VMwre We site t: http://www.vmwre.com/support/ The VMwre We site lso provides the ltest product updtes. If you hve comments out this documenttion, sumit your feedck to: docfeedck@vmwre.com Copyright 2008 2014 VMwre, Inc. All rights reserved. Copyright nd trdemrk informtion. VMwre, Inc. 3401 Hillview Ave. Plo Alto, CA 94304 www.vmwre.com 2 VMwre, Inc.

Contents IS Configurtion for Virtul Pltforms 5 Using the Gol Nvigtor 5 1 Configuring IS 7 Configuring IS Overview 7 2 Optionl Configurtions 27 Build Profiles nd Property Sets 27 Reservtion Policies 30 Storge Reservtion Policies 32 Sttic IP Address Assignment 34 Cost Profiles 37 Enling Users to Select Dtcenter Loctions 43 Active Directory Clenup Plugin 44 Enling Remote Desktop Connections 45 Enling Connections to Mchines Using SSH 45 3 Prepring for Provisioning 47 Spce-Efficient Storge for Virtul Provisioning 47 Enling Visul Bsic Scripts in Provisioning 48 Choosing Provisioning Scenrio 49 Prepring for Virtul Provisioning y Cloning 50 Prepring for Linux Kickstrt Provisioning 53 Prepring for SCCM Provisioning 55 Prepring for WIM Provisioning 56 4 Creting Blueprints 65 Spce-Efficient Storge for Virtul Provisioning 65 Choosing Blueprint Scenrio 66 Crete Blueprint for the Bsic Workflow 67 Crete Blueprint for Cloning 72 Crete Linked Clone Blueprint 80 Crete Blueprint for Net App FlexClone Provisioning 87 Crete Blueprint for WIM Provisioning 94 Crete Blueprint for Linux Kickstrt Provisioning 102 Crete Blueprint for SCCM Provisioning 109 Pulish Blueprint 116 5 Configuring Advnced Blueprint Settings 119 Assigning Dtstores to Mchine Volumes 119 Reservtion Policies 125 VMwre, Inc. 3

IS Configurtion for Virtul Pltforms Configuring Network Settings 126 Enle Users to Select Dtcenter Loctions 128 Allow Requesters to Specify Mchine Host nme 129 Enling Visul Bsic Scripts in Provisioning 129 Add Active Directory Clenup to Blueprint 131 Enle Mchine Users to Crete Snpshots 132 RDP Connections 133 Enle Connections Using SSH 135 6 Infrstructure Orgnizer 137 Creting Blueprints for Importing Virtul Mchines 137 Choosing n Infrstructure Orgnizer Scenrio 137 Orgnize Compute Resources nd Import Existing Virtul Mchines 138 Import Existing Virtul Mchines 141 7 Mnging Infrstructure 145 Mnging Resource Usge 145 Dt Collection 148 Decommissioning Storge Pth 150 8 Monitoring Workflows nd Viewing Logs 151 9 Appendix A: Mchine Life Cycle nd Workflow Sttes 153 Index 157 4 VMwre, Inc.

IS Configurtion for Virtul Pltforms The Infrstructure s service (IS) feture of VMwre vcloud Automtion Center enles the rpid modeling nd provisioning of servers nd desktops cross virtul nd physicl, privte nd pulic, or hyrid cloud infrstructure. This documenttion is specificlly designed for virtul pltform integrtions with vcloud Automtion Center. This documenttion guides you through the following processes: Configuring IS fetures nd policies Prepring for provisioning Bringing resources under vcloud Automtion Center mngement Creting mchine lueprints All of the IS configurtion steps tht you must complete efore mchine provisioning re included in this document. For informtion out how to mnge provisioned mchines, see Tennt Administrtion. NOTE Not ll fetures nd cpilities of vcloud Automtion Center re ville in ll editions. For comprison of feture sets in ech edition, see https://www.vmwre.com/products/vcloud-utomtioncenter/. Intended Audience This informtion is intended for IS dministrtors, fric dministrtors, nd usiness group mngers of vcloud Automtion Center. This content is written for experienced Windows or Linux system dministrtors who re fmilir with virtuliztion technology nd the sic concepts descried in Foundtions nd Concepts. VMwre Technicl Pulictions Glossry VMwre Technicl Pulictions provides glossry of terms tht might e unfmilir to you. For definitions of terms s they re used in VMwre technicl documenttion, go to http://www.vmwre.com/support/pus. Using the Gol Nvigtor The gol nvigtor guides you through high-level gols tht you might wnt to ccomplish in vcloud Automtion Center. The gols you cn chieve depend on your role. To complete ech gol, you must complete sequence of steps tht re presented on seprte pges in the vcloud Automtion Center console. VMwre, Inc. 5

IS Configurtion for Virtul Pltforms The gol nvigtor cn nswer the following questions: Where do I strt? Wht re ll the steps I need to complete to chieve gol? Wht re the prerequisites for completing prticulr tsk? Why do I need to do this step nd how does this step help me chieve my gol? The gol nvigtor is hidden y defult. You cn expnd the gol nvigtor y clicking the icon on the left side of the screen. After you select gol, you nvigte etween the pges needed to ccomplish the gol y clicking ech step. The gol nvigtor does not vlidte tht you completed step, or force you to complete steps in prticulr order. The steps re listed in the recommended sequence. You cn return to ech gol s mny times s needed. For ech step, the gol nvigtor provides description of the tsk you need to perform on the corresponding pge. The gol nvigtor does not provide detiled informtion such s how to complete the forms on pge. You cn hide the pge informtion or move it to more convenient position on the pge. If you hide the pge informtion, you cn disply it gin y clicking the informtion icon on the gol nvigtor pnel. 6 VMwre, Inc.

Configuring IS 1 Preprtion is required y IS dministrtors, tennt dministrtors, nd fric dministrtors to ring resources under vcloud Automtion Center mngement, llocte resources to users, prepre for provisioning mchines, nd crete mchine lueprints. Configuring IS Overview Required nd optionl configurtions re performed y IS dministrtors, tennt dministrtors, nd fric dministrtors to fully implement nd customize the IS feture of vcloud Automtion Center. The following is high-level overview of the sequence of steps required to hve fully functioning IS instnce: 1 An IS dministrtor rings resources under vcloud Automtion Center mngement. See Bringing Resources Under vcloud Automtion Center Mngement, on pge 10. 2 A fric dministrtor configures the mchine prefixes used to crete nmes for mchines provisioned through vcloud Automtion Center. See Configure Mchine Prefixes, on pge 19. 3 A tennt dministrtor cretes t lest one usiness group of users who need to request mchines. See Crete Business Group, on pge 20. 4 A fric dministrtor cretes t lest one reservtion to llocte resources to usiness group. See Crete Reservtion, on pge 23. 5 (Optionl) A fric dministrtor configures optionl policies nd settings. See Chpter 2, Optionl Configurtions, on pge 27. 6 Depending on your intended method of provisioning, preprtion outside of vcloud Automtion Center might e required. For exmple, if you intend to provision y cloning, you need to crete the templte nd the customiztion oject. See Choosing Provisioning Scenrio, on pge 49. 7 A tennt dministrtor or usiness group mnger must crete nd pulish t lest one mchine lueprint. See Choosing Blueprint Scenrio, on pge 66 nd Chpter 5, Configuring Advnced Blueprint Settings, on pge 119. Before users cn request mchines, tennt dministrtor must configure the service ctlog. See Tennt Administrtion. VMwre, Inc. 7

IS Configurtion for Virtul Pltforms Custom Properties in Mchine Provisioning, Blueprints, nd Build Profiles Custom properties re nme-vlue pirs used to specify ttriutes of mchine or to override defult specifictions. Different custom properties re used for different provisioning methods, types of mchines, nd mchine options. Custom properties cn e used s descried in the following exmples: Specify prticulr type of guest OS, for instnce Windows 7 64-it Enle WIM-sed provisioning, in which Windows Imging File Formt (WIM) imge of reference mchine is used to provision new mchines Customize the ehvior of Remote Desktop Protocol when connecting to mchine Register virtul mchine with XenDesktop Desktop Delivery Controller (DDC) server Customize virtul mchine s system specifictions, such s dding multiple hrd disk drives Customize the guest OS for mchine, for instnce, y including specified users in selected locl groups Enle clenup of the Active Directory ccount of mchine fter it is destroyed Specifying the chrcteristics of the mchines to e provisioned is generlly done y dding properties to lueprints nd uild profiles. You cn mke custom properties ville to multiple lueprints nd ll usiness groups y plcing them in uild profiles. Any property specified in lueprint overrides the sme property specified in the incorported uild profile. This enles lueprint to use most of the properties in profile while differing from the profile in some limited wy. For more informtion, see Order of Precedence for Custom Properties, on pge 8. For exmple, lueprint tht incorportes stndrd developer worksttion profile might override the US English settings in the profile with UK English settings. On the other hnd, if no pproprite profile is ville ll the needed properties cn e specified in the lueprint itself. This rrngement ensures tht the numer nd complexity of lueprints remin mngele. At new mchine request time, vcloud Automtion Center hs not yet llocted reservtion nd the compute resource nd endpoint re unknown s well. Therefore, only custom properties from uild profile, lueprint nd usiness group re reconciled nd presented when the mchine is requested. Order of Precedence for Custom Properties When the sme property exists in more thn one source, specific order is followed when pplying properties to the mchine. You cn dd custom properties tht pply to provisioned mchines to the following elements: A reservtion, to pply the custom properties to ll mchines provisioned from tht reservtion A usiness group, to pply the custom properties to ll mchines provisioned y usiness group memers A glol or locl lueprint, to pply the custom properties to ll mchines provisioned from the lueprint Build profiles, which cn e incorported into ny glol or locl lueprint, to pply the custom properties to ll mchines provisioned from the lueprint A mchine request, if you re usiness group mnger, to pply the custom properties to the mchine eing provisioned 8 VMwre, Inc.

Chpter 1 Configuring IS The full order of precedence for custom properties is tht ny property vlue specified in source lter in the list overrides vlues for the sme property specified in sources erlier in the list. The order is shown in the following list: 1 Build profile 2 Blueprint 3 Business group 4 Compute resource 5 Reservtions 6 Endpoint 7 Runtime Any runtime property tkes higher precedence nd overrides property from ny source. A custom property is mrked s runtime if the following conditions exist: The property is mrked s Prompt User, which specifies tht the user must supply vlue for it when requesting mchine. This requires tht the mchine requestor customize individul chrcteristics of ech mchine, or gives them the option of doing so when defult vlue is provided for the required property. A usiness group mnger is requesting mchine nd the property ppers in the custom properties list on the Properties t of the Confirm Mchine Request pge. Custom properties in reservtions nd usiness groups my e pplied to mny mchines so they should e used crefully. Their use is typiclly limited to purposes relted to their sources, such s resource mngement, line of usiness ccounting, nd so on. Specifying the chrcteristics of the mchine to e provisioned is generlly done y dding properties to lueprints nd uild profiles. Ech lueprint of ny type cn optionlly incorporte one or more uild profiles nd therey inherit the custom properties in those profiles. Build profiles re especilly useful for pplying common sets of properties for specific purposes to wide rnge of lueprints. For exmple, your site might wnt to dd second disk to, customize Microsoft Remote Desktop Protocol ehvior for, nd enle Active Directory clenup for wide vriety of mchines. If uild profile with the necessry properties is creted, it cn e incorported into ll of your lueprints, locl or glol. When creting nd mnging uild profiles, fric dministrtor cn lod numer of predefined property sets to dd severl relted properties ll t once, insted of one y one. VMwre, Inc. 9

IS Configurtion for Virtul Pltforms Bringing Resources Under vcloud Automtion Center Mngement For vcloud Automtion Center to mnge your infrstructure, IS dministrtors must crete endpoints, store dministrtor-level user credentils for those endpoints, nd dd compute resources to fric group. Depending on your environment, the procedure for creting endpoints differs slightly. Choosing n Endpoint Scenrio IS dministrtors re responsile for creting the endpoints tht llow vcloud Automtion Center to communicte with your infrstructure. Depending on your environment, the procedures to crete endpoints nd store the corresponding credentils differ slightly. Tle 1 1. Choosing n Endpoint Scenrio Scenrio Store Credentils Crete Endpoint Connect to vsphere environment. Integrte with vcloud Networking nd Security or NSX (vsphere only). Use Net App FlexClone technology for storge (vsphere only). Connect to KVM (RHEV) (Kernelsed Virtul Mchine with Red Ht Enterprise Virtuliztion) environment. Connect to stndlone Hyper-V environment. Connect to Hyper-V nd SCVMM (Microsoft Center Virtul Mchine Mnger) environment. Connect to Xen pool on XenServer. Connect to XenServer environment. Import list of endpoints. Store User Credentils for Endpoints, on pge 11 Store User Credentils for Endpoints, on pge 11 Store User Credentils for Endpoints, on pge 11 Store User Credentils for Endpoints, on pge 11 A system dministrtor must instll proxy gent with stored credentils tht correspond to your endpoint. See Instlltion nd Configurtion. Store User Credentils for Endpoints, on pge 11 A system dministrtor must instll proxy gent with stored credentils tht correspond to your endpoint. See Instlltion nd Configurtion. A system dministrtor must instll proxy gent with stored credentils tht correspond to your endpoint. See Instlltion nd Configurtion. Store User Credentils for Endpoints, on pge 11 Crete vsphere Endpoint, on pge 11 Crete vsphere Endpoint with Networking Integrtion, on pge 12 Crete NetApp ONTAP Endpoint, on pge 13 Crete KVM (RHEV) Endpoint, on pge 14 Crete Stndlone Hyper-V Endpoint, on pge 15 Crete n SCVMM Endpoint, on pge 15 Crete Xen Pool Endpoint, on pge 16 Crete XenServer Endpoint, on pge 17 Prepring n Endpoint CSV File for Import, on pge 17 Import List of Endpoints, on pge 18 10 VMwre, Inc.

Chpter 1 Configuring IS Store User Credentils for Endpoints You must store dministrtor-level credentils for your environment so tht vcloud Automtion Center cn communicte with your endpoints. Becuse the sme credentils cn e used for multiple endpoints, credentils re mnged seprtely from endpoints nd ssocited when endpoints re creted or edited. Credentils used to mnge endpoints must hve dministrtor privileges. NOTE If you re working in vsphere environment, your system dministrtor might hve configured the vsphere proxy gent to use integrted credentils. If this is the cse, you might not need to store dditionl credentils for your vsphere endpoint. Log in to the vcloud Automtion Center console s n IS dministrtor. 1 Select Infrstructure > Endpoints > Credentils. 2 Click New Credentils. 3 Type nme in the Nme text ox. 4 (Optionl) Type description in the Description text ox. 5 Type the user nme in the User nme text ox. Option vsphere vcloud Networking nd Security (vsphere only) NSX (vsphere only) Hyper-V (SCVMM) KVM (RHEV) NetApp ONTAP Description Must e in domin\usernme formt, for exmple mycompny\dmin. The credentils must hve permission to modify custom ttriutes. Must e in domin\usernme formt, for exmple mycompny\dmin. Does not hve to include the domin nme, for exmple dmin. Must e in domin\usernme formt, for exmple mycompny\dmin. Must e in usernme@domin formt, for exmple dmin@mycompny. Does not hve to include the domin nme, for exmple dmin. 6 Type the pssword in the Pssword text oxes. 7 Click the Sve icon ( ). Wht to do next Now tht your credentils re stored, you re redy to crete n endpoint. See Choosing n Endpoint Scenrio, on pge 10. Crete vsphere Endpoint IS dministrtors crete endpoints tht llow vcloud Automtion Center to communicte with the vsphere environment nd discover compute resources, collect dt, nd provision mchines. NOTE You do not hve to crete endpoints one t time. You cn lso crete endpoints y importing them from list. See Import List of Endpoints, on pge 18. If you do not know the endpoint nme provided to the vsphere gent, you cn crete the endpoint with temporry nme nd then check Infrstructure > Monitoring > Log to determine the expected nme. For exmple, if the endpoint nme provided to the gent is vcenter, the following messge displys in the log: VMwre, Inc. 11

IS Configurtion for Virtul Pltforms This exception ws cught: The ttched endpoint 'vcenter' cnnot e found. You cn then edit the endpoint to updte the nme. Log in to the vcloud Automtion Center console s n IS dministrtor. A system dministrtor must instll vsphere gent to correspond to your vsphere endpoints nd credentils. See Instlltion nd Configurtion. Store User Credentils for Endpoints, on pge 11. 1 Select Infrstructure > Endpoints > Endpoints. 2 Select New Endpoint > Virtul > vsphere. 3 Type nme in the Nme text ox. This must mtch the endpoint nme provided to the vsphere proxy gent or dt collection fils. 4 (Optionl) Type description in the Description text ox. 5 Type the URL for the vcenter Server instnce in the Address text ox. The URL must e of the type: https://hostnme/sdk or https://ip_ddress/sdk. For exmple, https://vspherea/sdk. 6 Select the Credentils for the endpoint. If your system dministrtor configured the vsphere proxy gent to use integrted credentils, you cn select the Integrted credentils. 7 Do not select Specify mnger for network nd security pltform. This is for implementtions tht use vcloud Networking nd Security or NSX nd requires dditionl configurtion. 8 (Optionl) Add ny custom properties. 9 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Crete vsphere Endpoint with Networking Integrtion IS dministrtors crete endpoints tht llow vcloud Automtion Center to communicte with the vsphere environment nd the ssocited networking solution. NOTE You do not hve to crete endpoints one t time. You cn lso crete endpoints y importing them from list. See Import List of Endpoints, on pge 18. If you do not know the endpoint nme provided to the vsphere gent, you cn crete the endpoint with temporry nme nd then check Infrstructure > Monitoring > Log to determine the expected nme. For exmple, if the endpoint nme provided to the gent is vcenter, the following messge displys in the log: 12 VMwre, Inc.

Chpter 1 Configuring IS This exception ws cught: The ttched endpoint 'vcenter' cnnot e found. You cn then edit the endpoint to updte the nme. Log in to the vcloud Automtion Center console s n IS dministrtor. A system dministrtor must instll vsphere gent to correspond to your vsphere endpoints nd credentils. See Instlltion nd Configurtion. Store User Credentils for Endpoints, on pge 11. 1 Select Infrstructure > Endpoints > Endpoints. 2 Select New Endpoint > Virtul > vsphere. 3 Type nme in the Nme text ox. 4 (Optionl) Type description in the Description text ox. 5 Type the URL for the vcenter Server instnce in the Address text ox. The URL must e of the type: https://hostnme/sdk or https://ip_ddress/sdk. For exmple, https://vspherea/sdk. 6 Select the Credentils for the endpoint. If your system dministrtor configured the vsphere proxy gent to use integrted credentils, you cn select the Integrted credentils. 7 Configure networking solution endpoint. Select Specify mnger for network nd security pltform. Type the URL for the vcloud Networking nd Security or NSX instnce in the Address text ox. The URL must e of the type: https://hostnme or https://ip_ddress. For exmple, https://vcns. c Select the Credentils for the endpoint. 8 (Optionl) Add ny custom properties. 9 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Crete NetApp ONTAP Endpoint IS dministrtors crete endpoints to llow vcloud Automtion Center to communicte with storge devices tht use Net App FlexClone technology. NOTE You do not hve to crete endpoints one t time. You cn lso crete endpoints y importing them from list. See Import List of Endpoints, on pge 18. VMwre, Inc. 13

IS Configurtion for Virtul Pltforms Log in to the vcloud Automtion Center console s n IS dministrtor. Store User Credentils for Endpoints, on pge 11. 1 Select Infrstructure > Endpoints > Endpoints. 2 Select New Endpoint > Storge > NetApp ONTAP. 3 Type nme in the Nme text ox. 4 (Optionl) Type description in the Description text ox. 5 Type the URL for the endpoint in the Address text ox. The URL must e of the type: FQDN or IP_ddress. For exmple: netpp-1.mycompny.locl. 6 Select the Credentils for the endpoint. If you did not lredy store the credentils, you cn do so now. 7 (Optionl) Add ny custom properties. 8 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Crete KVM (RHEV) Endpoint IS dministrtors crete endpoints to llow vcloud Automtion Center to communicte with the KVM (RHEV) environment nd discover compute resources, collect dt, nd provision mchines. NOTE You do not hve to crete endpoints one t time. You cn lso crete endpoints y importing them from list. See Import List of Endpoints, on pge 18. Log in to the vcloud Automtion Center console s n IS dministrtor. Store User Credentils for Endpoints, on pge 11. 1 Select Infrstructure > Endpoints > Endpoints. 2 Select New Endpoint > Virtul > KVM (RHEV). 3 Type nme in the Nme text ox. 4 (Optionl) Type description in the Description text ox. 5 Type the URL for the endpoint in the Address text ox. The URL must e of the type: https://fqdn or https://ip_ddress For exmple, https://mycompny-kvmrhev1.mycompny.locl. 14 VMwre, Inc.

Chpter 1 Configuring IS 6 Select the Credentils for the endpoint. If you did not lredy store the credentils, you cn do so now. 7 (Optionl) Add ny custom properties. 8 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Crete Stndlone Hyper-V Endpoint IS dministrtors crete endpoints to llow vcloud Automtion Center to communicte with the Hyper-V environment nd discover compute resources, collect dt, nd provision mchines. Log in to the vcloud Automtion Center console s n IS dministrtor. A system dministrtor must instll proxy gent with stored credentils tht correspond to your endpoint. See Instlltion nd Configurtion. 1 Select Infrstructure > Endpoints > Agents. 2 Type the fully qulified DNS nme of your Hyper-V server in the Compute resource text ox. 3 Select the proxy gent tht your system dministrtor instlled for this endpoint from the Proxy gent nme drop-down menu. 4 (Optionl) Type description in the Description text ox. 5 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Crete n SCVMM Endpoint IS dministrtors crete endpoints to llow vcloud Automtion Center to communicte with the SCVMM environment nd discover compute resources, collect dt, nd provision mchines. NOTE You do not hve to crete endpoints one t time. You cn lso crete endpoints y importing them from list. See Import List of Endpoints, on pge 18. Log in to the vcloud Automtion Center console s n IS dministrtor. Store User Credentils for Endpoints, on pge 11. VMwre, Inc. 15

IS Configurtion for Virtul Pltforms 1 Select Infrstructure > Endpoints > Endpoints. 2 Select New Endpoint > Virtul > Hyper-V (SCVMM). 3 Type nme in the Nme text ox. 4 (Optionl) Type description in the Description text ox. 5 Type the URL for the endpoint in the Address text ox. The URL must e of the type: FQDN or IP_ddress. For exmple: mycompny-scvmm1.mycompny.locl. 6 Select the Credentils for the endpoint. If you did not lredy store the credentils, you cn do so now. 7 (Optionl) Add ny custom properties. 8 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Crete Xen Pool Endpoint IS dministrtors crete endpoints to llow vcloud Automtion Center to communicte with the Xen pool mster nd discover compute resources, collect dt, nd provision mchines. Log in to the vcloud Automtion Center console s n IS dministrtor. A system dministrtor must instll proxy gent with stored credentils tht correspond to your endpoint. See Instlltion nd Configurtion. 1 Select Infrstructure > Endpoints > Agents. 2 Type the fully qulified DNS nme of your Xen pool mster in the Compute resource text ox. NOTE Do not enter the nme of the Xen pool. You must enter the nme of the pool mster. 3 Select the proxy gent tht your system dministrtor instlled for this endpoint from the Proxy gent nme drop-down menu. 4 (Optionl) Type description in the Description text ox. 5 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. 16 VMwre, Inc.

Chpter 1 Configuring IS Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Crete XenServer Endpoint IS dministrtors crete endpoints to llow vcloud Automtion Center to communicte with the XenServer environment nd discover compute resources, collect dt, nd provision mchines. Log in to the vcloud Automtion Center console s n IS dministrtor. A system dministrtor must instll proxy gent with stored credentils tht correspond to your endpoint. See Instlltion nd Configurtion. 1 Select Infrstructure > Endpoints > Agents. 2 Type the fully qulified DNS nme of your XenServer server in the Compute resource text ox. 3 Select the proxy gent tht your system dministrtor instlled for this endpoint from the Proxy gent nme drop-down menu. 4 (Optionl) Type description in the Description text ox. 5 Click OK. vcloud Automtion Center cn now discover your compute resources. IMPORTANT Renming vsphere ssets fter discovery cn cuse provisioning to fil. Wht to do next Add the compute resources from your endpoint to fric group. See Crete Fric Group, on pge 19. Prepring n Endpoint CSV File for Import Insted of dding endpoints one t time y using the vcloud Automtion Center console, you cn import list of endpoints of vrious types y uploding CSV file. The CSV file must contin heder row with the expected fields. Fields re cse sensitive nd must e in the sme order tht they pper in the following tle. You cn uplod multiple endpoints of vrying types with the sme CSV file. NOTE For vcloud Director, system dministrtor ccounts re imported, rther thn orgniztion dministrtor endpoints. VMwre, Inc. 17

IS Configurtion for Virtul Pltforms Tle 1 2. CSV File Fields for Importing Endpoints Field InterfceType Address Credentils Nme Description DtCenter Row Rck OpenstckProject Description (Required) You cn uplod multiple types of endpoints in single file. AmzonEC2 Openstck vcloud vco CiscoUCS DellIdrc HPIlo NetAppOnTp SCVMM KVM vsphere (Required for ll interfce types except Amzon AWS) This is the URL for the endpoint. For informtion on the required formt for your pltform type, see the pproprite procedure to crete n endpoint for your pltform. (Required) This is the nme you gve the user credentils when you stored them in vcloud Automtion Center. (Required) Provide nme for the endpoint. For Red Ht OpenStck, the ddress is used s the defult nme. (Optionl) Provide description for the endpoint. (Optionl) For physicl mchines, you cn provide the dtcenter where the mchine is locted. (Optionl) For physicl mchines, you cn provide the row where the mchine is locted. (Optionl) For physicl mchines, you cn provide the rck where the mchine is locted. (Required for Red Ht OpenStck only.) Provide the Red Ht OpenStck tennt nme for the endpoint. Import List of Endpoints Importing CSV file of endpoints cn e more efficient thn dding endpoints one t time y using the vcloud Automtion Center console. Log in to the vcloud Automtion Center console s n IS dministrtor. Store the credentils for your endpoints. Crete the CSV file for import, see Prepring n Endpoint CSV File for Import, on pge 17. 1 Select Infrstructure > Endpoints > Endpoints. 2 Click Import Endpoints. 3 Click Browse. 4 Locte the CSV file contining your endpoints. 18 VMwre, Inc.

Chpter 1 Configuring IS 5 Click Open. A CSV file contining list of endpoints in the following formt: InterfceType,Address,Credentils,Nme,Description vcloud,https://xpoint2vco,svc-dmin,xpoint2vco,xpoint 6 Click Import. You cn now edit nd mnge your endpoints through the vcloud Automtion Center console. Crete Fric Group An IS dministrtor cn orgnize virtuliztion compute resources nd cloud endpoints into fric groups y type nd intent. An IS dministrtor lso ssigns one or more fric dministrtors to mnge the resources in the fric group. You cn grnt the Fric Administrtor role to multiple users y either dding multiple users one t time or y choosing n identity store group or custom group s your fric dministrtor. Log in to the vcloud Automtion Center console s n IS dministrtor. Follow the pproprite procedures to store credentils nd crete endpoints. 1 Select Infrstructure > Groups > Fric Groups. 2 Click New Fric Group. 3 Type nme in the Nme text ox. 4 (Optionl) Type description in the Description text ox. 5 Type user nme or group nme in the Fric dministrtors text ox nd press Enter. Repet this step to dd multiple users or groups to the role. 6 Select one or more Compute resources to include in your fric group. 7 Click OK. Fric dministrtors cn now configure mchine prefixes. See Configure Mchine Prefixes, on pge 19. NOTE Users who re currently logged in to the vcloud Automtion Center console must log out nd log ck in to the vcloud Automtion Center console efore they cn nvigte to the pges to which they hve een grnted ccess. Configure Mchine Prefixes Fric dministrtors crete mchine prefixes tht re used to crete nmes for mchines provisioned through vcloud Automtion Center. Tennt dministrtors nd usiness group mngers select these mchine prefixes nd ssign them to provisioned mchines through lueprints nd usiness group defults. A prefix is se nme to e followed y counter of specified numer of digits. When the digits hve ll een used vcloud Automtion Center rolls ck to the first numer. Mchine prefixes must conform to the following limittions: Must contin only the ASCII letters through z (cse-insensitive), the digits 0 through 9 nd the hyphen (-). Must not egin with hyphen. VMwre, Inc. 19

IS Configurtion for Virtul Pltforms No other symols, punctution chrcters, or lnk spces cn e used. Should not e longer thn 15 chrcters, including the digits (to conform to the Windows limit of 15 chrcters in host nmes). Longer host nmes re truncted when mchine is provisioned, nd updted the next time dt collection is run. vcloud Automtion Center does not support multiple virtul mchines of the sme nme in single instnce. If you choose nming convention tht cuses n overlp in mchine nmes, vcloud Automtion Center does not provision mchine with the redundnt nme. If possile, vcloud Automtion Center skips the nme tht is lredy in use nd genertes new mchine nme using the specified mchine prefix. If unique nme cnnot e generted, provisioning fils. Log in to the vcloud Automtion Center console s fric dministrtor. 1 Select Infrstructure > Blueprints > Mchine Prefixes. 2 Click the Add icon ( ). 3 Type the mchine prefix in the Mchine Prefix text ox. 4 Type the numer of counter digits in the Numer of Digits text ox. 5 Type the counter strt numer in the Next Numer text ox. 6 Click the Sve icon ( ). Tennt dministrtors cn now crete usiness groups so tht users cn ccess vcloud Automtion Center to request mchines. Crete Business Group Tennt dministrtors crete usiness groups to ssocite set of services nd resources to set of users, often corresponding to line of usiness, deprtment, or other orgniztionl unit. Users must elong to usiness group to request mchines. To dd multiple users to usiness group role, you cn dd multiple individul users, or you cn dd multiple users t the sme time y dding n identity store group or custom group to role. For exmple, you cn crete custom group Sles Support Tem nd dd tht group to the support role. For informtion out creting custom groups, see Tennt Administrtion. You cn lso use existing identity store user groups. The users nd groups you choose must e vlid in the identity store. Log in to the vcloud Automtion Center console s tennt dministrtor. Request mchine prefix from fric dministrtor. See Configure Mchine Prefixes, on pge 19. 1 Select Infrstructure > Groups > Business Groups. 2 Click the Add icon ( ). 3 (Optionl) Select n existing usiness group from the Copy from existing group drop-down ox. Dt from the group you chose ppers. 4 Type nme in the Nme text ox. 5 (Optionl) Type description in the Description text ox. 20 VMwre, Inc.

Chpter 1 Configuring IS 6 Select Defult mchine prefix. 7 (Optionl) Type defult Active directory continer for mchines provisioned in this group nd press Enter. The Active Directory continer is used only for WIM provisioning. Other provisioning methods require dditionl configurtion to join provisioned mchines to n AD continer. 8 Type user nme or group nme in the Group mnger role serch ox nd press Enter. Repet this step to dd more thn one user or group to the role. You do not hve to specify users t this time. You cn crete empty usiness groups to populte lter. 9 Type one or more user nmes or group nmes in the Send mnger emils to text ox nd press Enter. Multiple entries must e seprted with comms. For exmple, JoeAdmin@mycompny.com,WeiMgr@mycompny.com. 10 Add users to your usiness group. Multiple entries must e seprted y line reks. You do not hve to specify users t this time. You cn crete empty usiness groups to populte lter. Type user nme or group nme in the Support role serch ox nd press Enter. Repet this step to dd more thn one user or group to the role. Type user nme or group nme in the User role serch ox nd press Enter. Repet this step to dd more thn one user or group to the role. 11 (Optionl) Add ny custom properties. 12 Click OK. Fric dministrtors cn now llocte resources to your usiness group y creting reservtion. Virtul Reservtions A virtul reservtion is shre of the memory, CPU, networking, nd storge resources of one compute resource llocted to prticulr usiness group. To provision virtul mchines, usiness group must hve t lest one reservtion on virtul compute resource. Ech reservtion is for one usiness group only, ut usiness group cn hve multiple reservtions on single compute resource, or multiple reservtions on compute resources of different types. In ddition to the shre of fric resources llocted to the usiness group, reservtion cn define policies, priorities, nd quots tht determine mchine plcement. Virtul Reservtion Selection When memer of usiness group requests virtul mchine, resources must e llocted on one of the group's reservtions to provision the mchine. The reservtion on which mchine is provisioned must stisfy the following criteri: The reservtion must e of the sme pltform type s the lueprint from which the mchine ws requested. A generic virtul lueprint cn e provisioned on ny type of virtul reservtion. The reservtion must e enled. The compute resource must e ccessile nd not in mintennce mode. The reservtion must hve cpcity remining in its mchine quot or hve n unlimited quot. VMwre, Inc. 21

IS Configurtion for Virtul Pltforms The llocted mchine quot includes only mchines tht re powered on. For exmple, if reservtion hs quot of 50, nd 40 mchines hve een provisioned ut only 20 of them re powered on, the reservtion s quot is 40 percent llocted, not 80 percent. The reservtion must hve sufficient unllocted memory nd storge resources to provision the mchine. When virtul reservtion s mchine quot, memory, or storge is fully llocted, no further virtul mchines cn e provisioned from it. Resources my e reserved eyond the physicl cpcity of virtuliztion compute resource (overcommitted), ut when the physicl cpcity of compute resource is 100% llocted, no further mchines cn e provisioned on ny reservtions with tht compute resource until the resources re reclimed. If the lueprint hs specific network settings, the reservtion must hve the sme networks. If the lueprint or reservtion specifies network profile for sttic IP ddress ssignment, n IP ddress must e ville to ssign to the new mchine. If the lueprint or request specifies loction, the compute resource must e ssocited with tht loction. If the vlue of the custom property VRM.Dtcenter.Policy is Exct nd there is no reservtion for compute resource ssocited with tht loction tht stisfies ll the other criteri, then provisioning fils. If the vlue of VRM.Dtcenter.Policy is NotExct nd there is no reservtion for compute resource ssocited with tht loction tht stisfies ll the other criteri, provisioning cn proceed on nother reservtion regrdless of loction. This option is the defult. If the lueprint or request specifies the custom property VirtulMchine.Host.TpmEnled, trusted hrdwre must e instlled on the compute resource for the reservtion. If the lueprint specifies reservtion policy, the reservtion must elong to tht reservtion policy. Reservtion policies re wy to gurntee tht the selected reservtion stisfies ny dditionl requirements for provisioning mchines from specific lueprint. For exmple, you cn use reservtion policies to limit provisioning to compute resources with specific templte for cloning. If no reservtion is ville tht meets ll of the selection criteri, provisioning fils. If multiple reservtions meet ll of the criteri, the reservtion from which to provision requested mchine is determined y the following logic: Reservtions with higher priority re selected over reservtions with lower priority. If multiple reservtions hve the sme priority, the reservtion with the lowest percentge of its mchine quot llocted is selected. If multiple reservtions hve the sme priority nd quot usge, mchines re distriuted mong reservtions in round-roin fshion. If multiple storge pths re ville on reservtion with sufficient cpcity to provision the mchine volumes, storge pths re selected ccording to the following logic: If the lueprint or request specifies storge reservtion policy, the storge pth must elong to tht storge reservtion policy. If the vlue of the custom property VirtulMchine.DiskN.StorgeReservtionPolicyMode is NotExct nd there is no storge pth with sufficient cpcity within the storge reservtion policy, then provisioning cn proceed with storge pth outside the specified storge reservtion policy. The defult vlue of VirtulMchine.DiskN.StorgeReservtionPolicyMode is Exct. Storge pths with higher priority re selected over storge pths with lower priority. If multiple storge pths hve the sme priority, mchines re distriuted mong storge pths in round-roin fshion. 22 VMwre, Inc.

Chpter 1 Configuring IS Crete Reservtion Before memers of usiness group cn request mchines, fric dministrtors must llocte resources to them y creting reservtion. Ech usiness group must hve t lest one reservtion for its memers to provision mchines of tht type. For exmple, usiness group with vsphere reservtion, ut not KVM (RHEV) reservtion, cnnot request KVM (RHEV) virtul mchine. The group must e llocted reservtion specificlly for KVM (RHEV) resources. Log in to the vcloud Automtion Center console s fric dministrtor. A tennt dministrtor must crete t lest one usiness group. See Crete Business Group, on pge 20. 1 Specify Reservtion Informtion on pge 23 Ech reservtion is configured for specific usiness group to grnt them ccess to request mchines on specified compute resource. 2 Specify Memory, Storge, nd Network Resources on pge 24 Configure the memory, storge, nd network pths ville to mchines provisioned through this reservtion. 3 Configure Alerts on pge 25 Optionlly, you cn configure lerts to send emil notifictions whenever reserved resources run low. Specify Reservtion Informtion Ech reservtion is configured for specific usiness group to grnt them ccess to request mchines on specified compute resource. NOTE Once you crete reservtion, you cnnot chnge the usiness group or the compute resource. Log in to the vcloud Automtion Center console s fric dministrtor. 1 Select Infrstructure > Reservtions > Reservtions. 2 Select New Reservtion > Virtul nd select the type of reservtion you re creting. 3 (Optionl) Select n existing reservtion from the Copy from existing reservtion drop-down menu. Dt from the reservtion you chose ppers, nd you cn mke chnges s required for your new reservtion. 4 Select compute resource on which to provision mchines from the Compute resource drop-down menu. 5 Type nme in the Nme text ox. 6 Select tennt from the Tennt drop-down menu. 7 Select usiness group from the Business group drop-down menu. Only users in this usiness group cn provision mchines y using this reservtion. VMwre, Inc. 23

IS Configurtion for Virtul Pltforms 8 (Optionl) Select reservtion policy from the Reservtion policy drop-down menu. This option requires dditionl configurtion. You must crete reservtion policy. 9 (Optionl) Type numer in the Mchine quot text ox to set the mximum numer of mchines tht cn e provisioned on this reservtion. Only mchines tht re powered on re counted towrds the quot. Leve lnk to mke the reservtion unlimited. 10 Type numer in the Priority text ox to set the priority for the reservtion. The priority is used when usiness group hs more thn one reservtion. A reservtion with priority 1 is used for provisioning over reservtion with priority 2. 11 (Optionl) Deselect the Enled check ox if you do not wnt this reservtion ctive. 12 (Optionl) Add ny custom properties. Do not nvigte wy from this pge. Your reservtion is not complete. Specify Memory, Storge, nd Network Resources Configure the memory, storge, nd network pths ville to mchines provisioned through this reservtion. Specify Reservtion Informtion, on pge 23. 1 Click the Resources t. 2 (Optionl) Select Enle FlexClone. You cn enle FlexClone if you hve vsphere environment nd storge devices tht use Net App FlexClone technology. SDRS is not supported for FlexClone storge devices. 3 Specify the mount of memory, in GB, to e llocted to this reservtion from the Memory tle. 4 Configure storge pth in the Storge tle. Select storge pth from the Storge Pth column. Option Storge Distriuted Resource Scheduler (SDRS) Storge Individul Dtstore Selection Description For integrtions tht use SDRS, you cn select storge cluster to llow SDRS to utomticlly hndle storge plcement nd lod lncing for mchines provisioned from this reservtion. The SDRS Automtion Mode must e set to Automtic. Select dtstore within the cluster for stndlone dtstore ehvior. Select stndlone dtstore. (Optionl) Select storge endpoint from the Endpoint drop-down menu to specify storge device tht uses FlexClone technology. SDRS is not supported for FlexClone storge devices. c Type vlue in This Reservtion Reserved to specify how much storge to llocte to this reservtion. 24 VMwre, Inc.

Chpter 1 Configuring IS d Specify the Priority for the storge pth. The priority is used for multiple storge pths. A storge pth with priority 0 is used efore pth with priority 1. e Repet this step to configure clusters nd dtstores s needed. 5 Click the Network t. 6 Configure network pth for mchines provisioned y using this reservtion. Select network pth for mchines provisioned on this reservtion from the Network tle. (Optionl) Select network profile from the Network Profile drop-down menu. This option requires dditionl configurtion to configure network profiles. You cn select more thn one network pth on reservtion, ut only one network is selected when provisioning mchine. At this point, you cn sve the reservtion y clicking OK. Optionlly, you cn configure emil notifictions to send lerts out when resources llocted to this reservtion ecome low. Configure Alerts Optionlly, you cn configure lerts to send emil notifictions whenever reserved resources run low. Alerts re n optionl step in the reservtion configurtion. If you do not wnt to set lerts, click OK to sve your reservtion. If configured, lerts re generted dily, rther thn when the specified thresholds re reched. IMPORTANT Notifictions re only sent if emils re configured nd notifictions re enled. See Tennt Administrtion. Specify Memory, Storge, nd Network Resources, on pge 24. 1 Click the Alerts t. 2 Set cpcity lerts to On. 3 Use the sliders to set thresholds for resource lloction. 4 Type one or more user emil ddresses or group nmes to receive lert notifictions in the Recipients text ox. Press Enter to seprte multiple entries. 5 Select Send lerts to group mnger to include group mngers in the emil lerts. 6 Choose reminder frequency (dys). 7 Click OK. Tennt dministrtors nd usiness group mngers cn crete lueprints. You cn configure optionl policies such s storge reservtion policies nd reservtion policies. VMwre, Inc. 25

IS Configurtion for Virtul Pltforms 26 VMwre, Inc.

Optionl Configurtions 2 You cn configure optionl policies nd settings to give you more control over the resource usge of provisioned mchines. This chpter includes the following topics: Build Profiles nd Property Sets, on pge 27 Reservtion Policies, on pge 30 Storge Reservtion Policies, on pge 32 Sttic IP Address Assignment, on pge 34 Cost Profiles, on pge 37 Enling Users to Select Dtcenter Loctions, on pge 43 Active Directory Clenup Plugin, on pge 44 Enling Remote Desktop Connections, on pge 45 Enling Connections to Mchines Using SSH, on pge 45 Build Profiles nd Property Sets vcloud Automtion Center contins numer of property sets tht fric dministrtors cn use when they crete uild profiles. Property sets re groups of relted properties tht re commonly used together in uild profiles nd mchine lueprints. Insted of dding custom properties into uild profile or mchine lueprint individully, you cn lod n entire set into uild profile nd then provide the vlues. Mny commonly used property sets re included in vcloud Automtion Center. For exmple, there is property set clled WimImgingProperties which contins custom properties commonly used for WIMsed provisioning: Imge.ISO.Loction Imge.ISO.Nme Imge.Network.Pssword Imge.Network.User Imge.WIM.Index Imge.WIM.Nme Imge.WIM.Pth VMwre, Inc. 27

IS Configurtion for Virtul Pltforms As nother exmple, the vapp property set contins the following custom properties: VCloud.Templte.MkeIdenticlCopy VMwre.SCSI.Type Sysprep.Identifiction.DominAdmin Sysprep.Identifiction.DominAdminPssword Sysprep.Identifiction.JoinDomin Fric dministrtors cn crete their own property sets nd lod them into vcloud Automtion Center. Crete Property Set Fric dministrtors cn crete their own groupings of relted custom properties nd then lod them into vcloud Automtion Center for use in uild profiles. Property sets re ville to fric dministrtors of ll tennts. 1 Crete Property Set XML File on pge 28 Property sets re defined in n XML file nd then uploded into vcloud Automtion Center y fric dministrtor. 2 Add Property Set to vcloud Automtion Center on pge 29 After you crete property set XML file, fric dministrtor cn uplod the property set into vcloud Automtion Center. Crete Property Set XML File Property sets re defined in n XML file nd then uploded into vcloud Automtion Center y fric dministrtor. NOTE If you edit property set tht is lredy in use in uild profile, vcloud Automtion Center does not utomticlly updte the uild profile. A fric dministrtor must relod the property set into the uild profile. 1 Crete n XML file. 2 Insert the following version nd encoding vlues into the schem declrtion: version="1.0"encoding="utf-16". 3 Insert <Doc> element. <Doc> </Doc> 4 Insert <CustomProperties> element inside the <Doc> element. <Doc> <CustomProperties> </CustomProperties> </Doc> 28 VMwre, Inc.

Chpter 2 Optionl Configurtions 5 Define the ttriutes of the custom property you wnt to include in the property set. <Doc> <CustomProperties> <Property Nme= property_nme" DefultVlue= property_vlue" Encrypted= true_or_flse" PromptUser="true_or_flse"/> </CustomProperties> </Doc> If you do not include the DefultVlue ttriute, no defult vlue is stored. If you do not include the Encrypted or PromptUser ttriutes, they defult to flse. 6 Repet Step 5 for ech property you wnt to include in the property set. 7 Sve nd close the file. A fric dministrtor cn now uplod your property set XML file to vcloud Automtion Center. See Add Property Set to vcloud Automtion Center, on pge 29. Add Property Set to vcloud Automtion Center After you crete property set XML file, fric dministrtor cn uplod the property set into vcloud Automtion Center. Log in to the vcloud Automtion Center console s fric dministrtor. Crete Property Set XML File, on pge 28. 1 Select Infrstructure > Blueprints > Build Profiles. 2 Click Mnge Property Sets. 3 Click Browse to select the Property set XML file nme. 4 Type Nme nd, optionlly, Description. 5 Click OK. You cn now include your property set in uild profiles. Crete Build Profile Fric dministrtors cn orgnize commonly used custom properties into uild profiles so tht tennt dministrtors nd usiness group mngers cn include these custom property sets in lueprints. Build profiles re ville to tennt dministrtors nd usiness group mngers of ll tennts. You cn crete your uild profile y dding custom properties individully, y loding property sets tht contining multiple custom properties, or y using comintion of the two methods. Log in to the vcloud Automtion Center console s fric dministrtor. 1 Select Infrstructure > Blueprints > Build Profiles. 2 Click the Add icon ( ). 3 Type Nme nd, optionlly, Description. VMwre, Inc. 29