Sure! Here’s a step-by-step procedure document for basic VMware operations, which can serve as a reference for common tasks in a vSphere/VMware environment.
๐ VMware Operations Procedure Document
๐ง Prerequisites:
- Access to VMware vSphere Client or vCenter Server
- Admin privileges or appropriate roles assigned
- Network access to the ESXi host or vCenter
1. Logging into VMware vSphere Client
Steps:
- Open a web browser.
- Navigate to:
https://<vcenter-server-IP-or-Hostname>/ui - Enter your username and password.
- Click Login.
2. Creating a New Virtual Machine (VM)
Steps:
- In vSphere Client, go to Hosts and Clusters.
- Right-click on the host or cluster โ select New Virtual Machine.
- Choose Create a new virtual machine โ Click Next.
- Enter a name for the VM.
- Select a compute resource (host or cluster).
- Choose a datastore.
- Select a compatibility level (ESXi version).
- Choose a guest OS (e.g., Windows/Linux).
- Customize hardware settings (CPU, RAM, HDD, NIC).
- Click Finish.
3. Powering On/Off a VM
Steps:
- Navigate to the desired VM in the inventory.
- Right-click the VM โ Choose Power > Power On or Power Off.
4. Taking a Snapshot of a VM
Steps:
- Right-click the VM โ Select Snapshots > Take Snapshot.
- Provide:
- Snapshot Name
- Description (optional)
- Decide whether to include memory and quiesce the file system.
- Click OK.
5. Reverting to a Snapshot
Steps:
- Right-click the VM โ Select Snapshots > Manage Snapshots.
- Choose the snapshot to revert to.
- Click Revert To โ Confirm action.
6. Migrating a VM (vMotion)
Ensure vMotion is configured.
Steps:
- Right-click the VM โ Select Migrate.
- Choose:
- Change compute resource only OR
- Change storage only OR
- Change both compute and storage
- Select destination host/datastore.
- Review and click Finish.
7. Cloning a VM
Steps:
- Right-click the VM โ Select Clone > Clone to Virtual Machine.
- Name the clone.
- Choose the target folder, host/cluster, and datastore.
- Customize the hardware (optional).
- Click Finish.
8. Creating a VM Template
Steps:
- Right-click the VM โ Select Template > Convert to Template.
- Template will now appear in the VMs and Templates view.
9. Deploying VM from a Template
Steps:
- Right-click the template โ Select New VM from This Template.
- Enter a name and select destination.
- Choose compute resource and datastore.
- Customize as needed.
- Click Finish.
10. Monitoring VM Performance
Steps:
- Select the VM.
- Go to the Monitor tab.
- Choose Performance > Overview.
- View metrics such as CPU, memory, disk, and network usage.
11. VMware Tools Installation
Steps:
- Select the VM.
- Go to Actions > Guest OS > Install VMware Tools.
- Follow prompts inside the VM to install.
12. Accessing VM Console
Steps:
- Select the VM.
- Click Launch Web Console or Launch Remote Console.
13. Shutting Down or Restarting Guest OS
Steps:
- Right-click the VM โ Select Guest OS > Shutdown / Restart.
- VMware Tools must be installed for this to work gracefully.
14. Deleting a VM
Steps:
- Right-click the VM โ Select Delete from Disk.
- Confirm deletion.
โ ๏ธ This removes the VM and its data permanently.
โ Best Practices
- Always take a snapshot before major changes.
- Monitor resource utilization regularly.
- Keep VMware Tools up to date.
- Use templates for consistent VM deployments.
- Maintain proper tagging and naming conventions.