V11 SP8
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Creating a VM Lifecycle Policy for Hyper-V

To set up VM Lifecycle Management, you must create a virtual machine.

Before You Begin

  • Install Web Server and Web Console. For installation instructions see Installing the Web Console.
  • Create a Hyper-V Client.
  • Supported operating systems:
    • Windows Server 2008, 2008 R2, 2012, 2012 R2, 2016
    • Windows 7, 8, 8.1, 10
    • Linux  RHEL 5, 6, and 7, CentOS, Oracle, and Ubuntu
  • To use Microsoft Hyper-V for Windows or Linux virtual machines, you must install a customization service on the virtual machines. For instructions, see Customization Service.
  • Save virtual machines on shared storage, either within the cluster or on an SMB share that is visible to all hosts.

Procedure

  1. In the CommCell Browser, expand Policies, right-click Virtual Machine Policies and then click Create New Policy.
  2. In the Virtual Machine Policy Options dialog box, select the vendor and policy options:
    1. From the Virtualization Vendor list, select Hyper-V.
    2. From the Policy Type list, select Clone from Template.
    3. Click Next.

    The VM Lifecycle Policy dialog box appears.

  3. 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.
    3. Click Next.
  4. On the Select the Virtualization Client page, select either the single host or clusters that you want to make available to VM Provisioning users:
    1. From the Virtualization Client list, select the name of a cluster.
    2. Optional: Click Refresh Hyper-V Hosts.

      We recommend that you perform this step at the instance level when you create the Hyper-V client, before you create the VM Lifecycle Policy, so that the Cluster list contains all of the clusters you want to use.

    3. Optional: Click Advanced Policy Features, and then configure any of the available settings in the Advanced Policy Features dialog box:
      • To limit the number of VMs that users can create, in the Maximum Allowed Virtual Machines Per User box, type or select the VM limit for all users.
      • To specify the client group that can use this policy, select Associated Client Group, and then select a client group name from the list.
      • To create a differencing disk from the template machine when users create VMs with this policy, select Use Linked Clone.

        Templates with linked clone enabled create VMs more quickly and take up less space than VMs created using regular templates. Linked clone templates are useful if you want to create many VMs in a short time period.

      • To configure the period of time before a VM is decommissioned and then deleted, select Enable Decommission, in the Decommission VM after list, select or type a number of days, and in the Deletion grace period list, select or type a number of days.

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

      • To enable backups for the virtual machines that users create, select Enable VM Backup, and then in the Backup Set and Subclient lists, select the backup set and subclient that will control the VM backups.
      • To configure email addresses for the people who will be notified about VM operations, in the E-mail addresses to notify box, enter email addresses separated by commas.
      • To configure the email sender's address, in the Sender's email address box, type an email address.
      • If you don't want to notify users about VM operations that succeeded, select Disable e-mail notifications for successful VM operations.
      • To allow auto-migration of VMs created with this policy, select Enable VM Auto-migration.
      • Click OK to close the Advanced Policy Features dialog box.
    4. Click Next.
  5. On the Select Nodes page, select the cluster nodes that you want to make available to VM Provisioning users:
    1. From the Available list, select one or more cluster nodes.
    2. Click Add.
    3. Click Next.
  6. On the Select Volumes page, select the volumes that you want to make available to VM Provisioning users:
    1.  From the Available list, select one or more volumes.
    2. Click Add.
    3. Click Next.
  7. On the Select Templates page, select the virtual machines that you want to make available to VM Provisioning users:
    1. From the Available list, select one or more virtual machines.
    2. Click Add.
    3. Click Next.
  8. 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. Next to # of CPUs, set the minimum and maximum number of CPUs for each virtual machine, and the cost per core.
    2. Next to Memory (GB), set the minimum and maximum amount of memory for each virtual machine, and the cost per GB.
    3. Next to # of NICs, set the minimum and maximum number of NICs for each virtual machine.
    4. Next to Network Names, from the Available list, select one or more networks, and then click Add.
    5. Click Next.
  9. On the Enter Storage Information page, specify the settings for disk type, number, and space:
    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, and the cost per 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.
  10. On the Enter the Naming Patter for VMs page, create a naming pattern for virtual machines. This pattern will be used when VM Provisioning users name a new virtual machine.
    1. In the VM Naming Pattern box, type text and numbers that will appear in every virtual machine name.

      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.
  11. On the Select User Membership page, select the user groups that will have access to VM Provisioning:
    1. From the Available list, select one or more user groups
    2. Click Add.
    3. Click Next.
  12. On the Summary page, click Finish.

Provide users with the VM Naming Pattern so that they can begin creating and managing their virtual machines.

To begin creating virtual machines, see Creating a Virtual Machine With a Hyper-V VM Lifecycle Policy.