7.1

Table Of Contents
Table 17. Checklist for Preparing to Provision by Cloning
Task Location Details
Identify or create the reference machine.
Hypervisor See the documentation provided by your
hypervisor.
(Optional) If you want your clone template
to support Software components, install the
vRealize Automation guest agent and software
bootstrap agent on your reference machine.
Reference machine For Windows reference machines, see
“Prepare a Windows Reference Machine to
Support Software,” on page 63.
For Linux reference machines, see “Prepare
a Linux Reference Machine to Support
Software,” on page 65.
(Optional) If you do not need your clone
template to support Software components, but
you do want the ability to customize deployed
machines, install the vRealize Automation
guest agent on your reference machine.
Reference machine See “Using vRealize Automation Guest
Agent in Provisioning,” on page 28.
If you are working in a vCenter Server
environment, install VMware Tools on the
reference machine.
vCenter Server See the VMware Tools documentation.
Use the reference machine to create a
template for cloning.
Hypervisor The reference machine may be powered on
or o. If you are cloning in vCenter Server,
you can use a reference machine directly
without creating a template.
See the documentation provided by your
hypervisor.
Create the customization object to congure
cloned machines by applying System
Preparation Utility information or a Linux
customization.
Hypervisor If you are cloning for Linux you can install
the Linux guest agent and provide external
customization scripts instead of creating a
customization object. If you are cloning with
vCenter Server, you must provide the
customization specication as the
customization object.
See the documentation provided by your
hypervisor.
Gather the information required to create
blueprints that clone your template.
Capture information
and transfer to your
IaaS architects.
See “Worksheet for Virtual Provisioning by
Cloning,” on page 35.
Worksheet for Virtual Provisioning by Cloning
Complete the knowledge transfer worksheet to capture information about the template, customizations, and
custom properties required to create clone blueprints for the templates you prepared in your environment.
Not all of this information is required for every implementation. Use this worksheet as a guide, or copy and
paste the worksheet tables into a word processing tool for editing.
Required Template and Reservation Information
Table 18. Template and Reservation Information Worksheet
Required Information My Value Details
Template name
Reservations on which the
template is available, or
reservation policy to apply
To avoid errors during provisioning, ensure
that the template is available on all
reservations or create reservation policies
that architects can use to restrict the
blueprint to reservations where the template
is available.
Chapter 1 External Preparations for Provisioning
VMware, Inc. 35