Setup - VM Lifecycle Management

To set up VM provisioning, you must create a vCenter client in the CommCell Console, grant capabilities and VM ownership to users, and then create a VM Lifecycle Policy. If you want to use Live Mount, you must also create an additional Provisioning Policy.

To administer VM provisioning using the VM File Recovery Plug-In in the vSphere client, a vCenter user must be assigned permissions as described in Permissions for Custom User Accounts.

The following is a high-level process for setting up VM Lifecycle Management:

  1. Create a VMware Client.
  2. Create Policies:

Creating a VMware Client

You must create a VMware client before you can create a VM Lifecycle Policy.

Procedure

  1. In the CommCell Browser, right-click Client Computers, point to New Client > Virtualization, and click VMware vCenter.

    The Create VMware vCenter Client dialog box appears.

  2. In the vCenter Host Name box, enter the name of the host computer.
  3. Enter user credentials that have access to the host computer, and click OK.

    The vCenter client appears in the CommCell Browser under Client Computers.

  4. Expand Client Computers > vCenter Client > Virtual Server.
  5. Retrieve a list of all virtual machines and Datacenters in the vCenter:
    1. Right-click VMware, point to All Tasks, and then click Refresh Datacenters.
    2. On the Refresh Datacenters dialog box, refresh the virtual machine status or discover virtual machines:
      • If you want to update the status of all discovered virtual machines, click Refresh VM Status.
      • If you want to discover all virtual machines on the vCenter and add them to the CommCell Console as clients, click Discover VMs.

        Clients are created for each discovered virtual machine, and that might take some time.

    3. Click OK.

Creating a VM Lifecycle Policy

You must create a VM Lifecycle Policy so that users can create their own virtual machines.

Before You Begin

Procedure

  1. In the CommCell Browser, expand Policies, right-click VM Lifecycle Policies and then click New VMware Policy.

    The VM Lifecycle Policy dialog box appears.

  2. On the Enter the Policy Name and Description page, name the policy and configure advanced settings:
    1. In the Policy Name box, enter a name for the policy

      Make a note of the Policy name.

      This is needed later for users to create virtual machines.

    2. In the Description box, enter a description for the policy, and then click Advanced Policy Features.

      The Advanced Policy Features dialog box appears.

    3. Select Decommission VM after, and then enter the number of days after which virtual machines will be decommissioned, click OK.

      All the decommissioned machines are automatically turned off, and when you perform a backup for these machines, they are archived.

      Make a note of the number of days, and then schedule a backup for virtual machines.

    4. Click Next.
  3. On the Select the vCenter and Datacenter page, specify the vCenter and Datacenter to use.
    1. In the vCenter list, select the name of a vCenter.
    2. In the Datacenter list, select the name of a datacenter.
    3. Optional: If you want to refresh Datacenters for the Virtualization Client, click Update vCenter and Datacenter Information.

      We recommend that you perform this step before you create the VM Lifecycle Policy, at the instance level when you create the vCenter client, so that the vCenter and Datacenter lists contain all of the vCenters and Datacenters that you want to use.

      This step can take some time if there are many ESX servers.

    4. Click Next.
  4. On the Select ESX Servers page, specify the ESX servers that you want to make available to users.
    1. From the Available list, select the ESX Servers, and then click Add to add them to the Selected list.
    2. Click Next.
  5. On the Select Datastores page, specify the data stores that you want to make available to users.
    1. From the Available list, select the data stores, then click Add to add them to the Selected list.
    2. Click Next.
  6. On the Select Templates page, specify the templates that you want to make available to users.
    1. From the Available list, select the templates, and then click Add to add them to the Selected list.
    2. Click Next.

    If a template is not visible, verify that the most current version of VMware Tools is installed on the virtual machine template, and then refresh datacenters again, as described in this step in Create a Virtualization Client for the vCenter.

  7. On the Enter Resources page, enter the minimum and maximum values allowed for each virtual machine and then specify the network names that can be used:
    1. # of CPUs
    2. Memory (in GB)
    3. # of NICs
    4. Next to Network Names, from the Available list, select one or more networks, and then click Add.
    5. Click Next.
  8. On the Enter Storage Information page, specify the disk type, disk number, amount of disk space, and the maximum number of allowed snapshots for users.
    1. Next to Disk Type, select the type of disk that you want to make available.
    2. Next to Number of Disks, set the maximum number of allowed disks.
    3. Next to Disk Space, enter the minimum and maximum amount of disk space allowed for each disk (in GB).

      The minimum disk size that is available to users is determined by the hard disk size that is configured in the template. Therefore, when you set the minimum disk size on this page, it might be different than the minimum disk size that is available to users when they create virtual machines.

    4. Next to Number of Snapshots, enter the maximum number of allowed snapshots.
    5. Click Next.
  9. On the Enter the Naming Pattern for VMs page, set the naming pattern that users must use to name their new virtual machines.
    1. In the VM Naming Pattern box, type a naming pattern.

      Use the asterisk (*) to require at least one additional character in a portion of each virtual machine name.

      For example, the default value, VM*Eng, requires each virtual machine name to contain at least one additional character following the text, VM, and before the text, Eng. Therefore, users could give names to their virtual machines such as VMBobEng or VMJane1Eng.

    2. Click Next.
  10. On the Select User Membership page, select the user groups that will have access to VM Provisioning.
    1. From the Available list, select the user groups, and then click Add to add them to the Selected list.
    2. Click Next.
  11. On the Summary page, click Finish.

Provide users with the VM Naming Pattern for naming virtual machines so that they can begin creating and managing their virtual machines. For instructions on creating virtual machines, see Create a Virtual Machine - VM Lifecycle Management.