Deploy and reconfigure Instance from Template

This tutorial details how to deploy a virtual machine from a virtual machine template in the ITS Private Cloud and reconfigure the operating system (hostname, domain, gateway, dns, etc.) using the VSS CLI. It assumes you already have set up a VSS account with access to the REST API, a virtual machine with operating system and VMware Tools installed which will be marked as template.

Note

If you do not have a virtual machine with operating system installed, please refer to Deploying a Development Environment.

Note

As a best practice and to speed up deployment, a small sized virtual machine is recommended (1vCPU, 1GB memory, 1NIC and 1x10GB disk). A virtual machine template should hold operating system installation and configuration and resulting virtual machines will be modified as required.

Virtual Machine Template

Virtual Machine Templates are useful if you create a virtual machine that you want to clone frequently, offering a more secure way of preserving a virtual machine configuration, since they are more difficult to alter than ordinary virtual machine. Templates are commonly referred as Master Copy of certain virtual machine, thus any virtual machine can be marked as template.

Warning

Virtual machines with large disks will take longer to deploy.

Optional. In order to make a virtual machine a template, first obtain the moref of the virtual machine:

Note

This version of the VSS CLI supports managing virtual machines not only using the MOREF or UUID, but using names. In case of multiple results, the CLI prompts to select the right instance.

vss-cli compute vm ls -f name=Front

moref    name              folder.path                  cpu_count    memory_gb  power_state    ip_address
-------  ----------------  -------------------------  -----------  -----------  -------------  ------------
vm-2182  2004T-Frontend-1  VSS > Development > Dev03            1            1  poweredOff

Save the moref in MOREF environment variable.

Then update the template state by running vss-cli compute vm set <name-or-vm_id> template --on:

vss-cli --wait compute vm set $MOREF template --on

# or

vss-cli --wait compute vm set Front template --on

Once the request has been processed, verify the template state:

vss-cli compute vm get Front template

IsTemplate         : True

Launch Instance

Launching an instance from-template is simpler than shell since the from-template command carbon copies the specs with just name and --description/-d to provide. However to make this example more realistic, a different logical folder is provided, otherwise the from-template command will use the source virtual machine template folder as default.

Run vss-cli compute vm mk from-template --help to obtain the list of arguments and options required:

Usage: vss-cli compute vm mk from-template [OPTIONS] [NAME]

  Deploy virtual machine from template.

Options:
  -s, --source TEXT               Source virtual machine or template MOREF or
                                  UUID.  [required]
  -d, --description TEXT          A brief description.  [required]
  -b, --client TEXT               Client department.
  -a, --admin TEXT                Admin name, phone number and email separated
                                  by `:` i.e. "John
                                  Doe:416-123-1234:john.doe@utoronto.ca"
  -r, --inform TEXT               Informational contact emails in comma
                                  separated
  -u, --usage [Test|Prod|Dev|QA]  Vm usage.
  -o, --os TEXT                   Guest operating system id.
  -m, --memory INTEGER            Memory in GB.
  -c, --cpu INTEGER               Cpu count.
  --cores-per-socket INTEGER      Cores per socket.
  -f, --folder TEXT               Logical folder moref name or path.
  --scsi TEXT                     SCSI Controller Spec <type>=<sharing>.
  -i, --disk TEXT                 Disk spec
                                  <capacity>=<backing_mode>=<backing_sharing>.
                                  optional: backing_mode, backing_sharing
  -n, --net TEXT                  Network adapter <moref-or-name>=<nic-type>.
  -t, --domain TEXT               Target fault domain name or moref.
  --notes TEXT                    Custom notes.
  -p, --custom-spec TEXT          Guest OS custom specification in JSON
                                  format.
  -e, --extra-config TEXT         Extra configuration key=value format.
  --power-on                      Power on after successful deployment.
  --template                      Mark the VM as template after deployment.
  --vss-service TEXT              VSS Service related to VM
  --instances INTEGER             Number of instances to deploy  [default: 1]
  -w, --firmware TEXT             Firmware type.
  --tpm                           Add Trusted Platform Module device.
  --storage-type TEXT             Storage type.
  --retire-type [timedelta|datetime]
                                  Retirement request type.
  --retire-warning INTEGER        Days before retirement date to notify
  --retire-value TEXT             Value for given retirement type. i.e.
                                  <hours>,<days>,<months>
  --help                          Show this message and exit.

Network

Run vss-cli compute net ls to list available network segments to your account. You must have at least VL-1584-VSS-PUBLIC which is the VSS public network.

Note

This version of the VSS CLI supports managing networks not only using the moref, but also using names. In case of multiple results, the CLI prompts to select the right instance.

vss-cli compute net ls -f name=public

moref              name                description         subnet            ports
-----------------  ------------------  ------------------  --------------  -------
dvportgroup-11052  VL-1584-VSS-PUBLIC  VSS Public network  142.1.216.0/23       32

Save dvportgroup-11052 in NET environment variable:

export NET=dvportgroup-11052

By default, the network adapter will use vmxnet3 which provides ideal performance, however a few legacy operating systems does not have the drivers. In such case, you can specify which adapter type between: e1000e*, e1000, vmxnet2 or vmxnet3. To do so, append the adapter type to the network adapter network as follows:

export NET=dvportgroup-11052=e1000e

Folder

Logical folders can be listed by running vss-cli compute folder ls. Select the target moref folder to store the virtual machine on:

Note

This version of the VSS CLI supports managing logical folders not only using the moref, but also using names. In case of multiple results, the CLI prompts to select the right instance.

vss-cli compute folder ls -f name=like,API%

moref        name     parent    path
-----------  -------  --------  ----------------------------
group-v6736  APIDemo  jm        jm > APIDemo

Set the FOLDER environment variable to the target folder (the folder moref may vary):

export FOLDER=group-v6736

Before proceeding to deploy the virtual machine, a guest operating system customization specification needs to be created.

Customization Spec

Customizing a guest operating system is helpful to prevent conflicts if virtual machines are identical after deployed. To customize the guest operating system, VMware Tools and Perl must be installed in the source virtual machine.

The vss-cli compute vm mk from-template command provides the option -p/--custom-spec to pass the guest os customization spec, which is structured as follows:

{
  "hostname": "string",
  "domain": "string",
  "dns": [
    "string"
  ],
  "dns_suffix": [
    "string"
  ],
  "interfaces": [{"dhcp": "bool",
                  "ip": "string",
                  "mask": "string",
                  "gateway": ["string"]
                 }]
}

Since we are running on a DHCP-enabled network, we will just update the hostname and domain. The customization spec added will be:

{
  "hostname": "fe1",
  "domain": "eis.utoronto.ca",
  "interfaces": [{"dhcp": true}]
}

Serializing the above JSON structure would be something like:

'{"hostname": "fe1", "domain": "eis.utoronto.ca", "interfaces": [{"dhcp": true}]}'

Note

Passing above JSON data structure to --custom-spec in Linux, macOS, or Unix and Windows PowerShell use the single quote ' to enclose it. On the Windows command prompt, use the double quote " to enclose the data structure and escape the double quotes from the data structure using the backslash \.

Deployment

At this point, we have all requirements to run vss-cli compute vm mk from-template command to submit a deployment request. For this example, the request is made for 2GB of memory, 2 vCPU, 2x40GB disks and to reconfigure the hostname and domain.

vss-cli compute vm mk --wait from-template --power-on --source Frontend \
--client EIS --folder APIDemo \
--memory 2 --cpu 2 --disk 40 --disk 40 --net VSS \
--custom-spec '{"hostname": "fe2", "domain": "eis.utoronto.ca", "interfaces": [{"dhcp": true}]}' \
--storage-type hdd \
--description "Frontend 3" Frontend3

Note

To wait for the deployment to complete, you could use the --wait flag at the mk command level: i.e. vss-cli compute vm mk --wait from-template ...`

Note

Deploy multiple instances with the --instances flag.

Wait a few minutes until the virtual machine is deployed.

vss-cli request new ls -s created_on=desc -c 1

   id  created_on                   updated_on                   status     vm_moref    vm_name          approval.approved    built_from
 ----  ---------------------------  ---------------------------  ---------  ----------  ---------------  -------------------  ------------
   76  2020-04-24 Fri 16:36:15 EDT  2020-04-24 Fri 16:37:31 EDT  PROCESSED  vm-2184     2004T-Frontend3  True                 template

Wait a few minutes until the virtual machine is deployed.

vss-cli request new ls -s created_on desc -c 1

  id  created_on               updated_on               status     vm_name             vm_uuid
----  -----------------------  -----------------------  ---------  ------------------  ------------------------------------
1151  2017-03-13 15:24:44 EDT  2017-03-13 15:27:06 EDT  Processed  1703T-docker-node1  50124c39-06cd-4971-c4ff-36f95846c810

Access Virtual Machine

Since we added the --power-on option, the virtual machine should have been powered on right after the Guest Operating System Customization task completed.

In a few minutes the virtual machine will show the hostname and ip configuration by running vss-cli compute vm get <name-or-vm-id> guest:

vss-cli compute vm get Frontend3 guest

Uuid                : 50124c39-06cd-4971-c4ff-36f95846c810
Guest Guest Full Name: Ubuntu Linux (64-bit)
Guest Guest Id      : ubuntu64Guest
Guest Host Name     : fe1
Guest Ip Address    : 142.1.217.228, fe80::250:56ff:fe92:323f
Guest Tools Status  : guestToolsUnmanaged

The Guest Host Name shows that the hostname has been changed, and now you will be able to access via either ssh or the virtual machine console:

ssh username@<ip-address>
vss-cli compute vm get Frontend2 vsphere-link -l