Virtual Machine Creation
Guide
Trainer: Anand Kumar A
CONTENTS
VM
Step-by-Step
Introduction to Management
01 03 Guide: Creating 05
Virtualization and
a VM
Maintenance
VM
Prerequisites Troubleshootin
Configuration
02 for Creating a 04 06 g Common
and
VM Issues
Customization
01
Introduction to Virtualization
What is a Virtual Machine?
Definition of a Virtual Benefits of Using Virtual Common Use Cases for
Machine Machines Virtual Machines
A VM is a software-based VMs enable running multiple Ideal for server consolidation,
emulation of a physical OSs on a single physical software testing, legacy
computer; it runs an machine, efficient resource application support, and
operating system and utilization, and easy disaster creating secure environments
applications just like a recovery. They also provide for sensitive tasks. Many
physical machine. VMs are sandboxing for testing and businesses use VMs to
isolated from each other and development. improve workflow.
the host OS.
01 02 03
Types of Virtualization
Hardware Virtualization Operating System Application Virtualization
Virtualization
01 02 03
02
Prerequisites for Creating a VM
Hardware Requirements
Storage
Processor (CPU) Sufficient storage space is
Memory (RAM)
A CPU with virtualization support
Adequate RAM is crucial for VM needed for the VM's OS,
(Intel VT-x or AMD-V) is essential;
performance; allocate enough applications, and data; SSDs are
allocate sufficient cores to the VM
memory to the VM without starving recommended for better
based on its expected workload.
the host OS. A minimum of 4GB is performance. Evaluate storage
More cores can yield better
generally recommended. needs based on anticipated
performance.
application usage.
03
01
02
Software Requirements
Operating System ISO Image
Hypervisor Installation
An ISO image of the OS you want to install on the VM is
A hypervisor, such as VMware Workstation,
needed; download the ISO from the official website to
VirtualBox, or Hyper-V, is required to create
ensure it's legitimate. Select the appropriate version (e.g.,
and manage VMs; choose a hypervisor
Windows, Linux).
compatible with your host OS. Ensure it
supports the VM OS.
Host Operating System Compatibility
Ensure the hypervisor is compatible with the host OS; check
the compatibility matrix on the hypervisor vendor's website.
Incompatibilities can lead to performance issues or failures.
03
Step-by-Step Guide: Creating a VM
Installing a Hypervisor
Downloading the Hypervisor
Download the hypervisor software from the official
website; choose the version compatible with your OS.
Always prefer secure download sources to avoid
malware.
Installing the Software
Run the installer and follow the on-screen instructions;
accept the license agreement and choose the
installation directory. Ensure all prerequisites are met
before installation.
Configuring the Hypervisor
Configure network settings, storage locations, and
other preferences; adjust settings based on specific
requirements. Proper configuration optimizes
performance and security.
Creating a New VM
Launching the Hypervisor Allocating Resources
01 Open the installed hypervisor; locate
02 Allocate CPU cores, RAM, and
the option to create a new virtual storage space to the VM; consider
machine. The interface will guide the resource requirements of the
you through the setup process. OS and applications. Over-
allocation can degrade the host's
Selecting the OS Installation performance.
Configuring Network
Source Settings
03 Choose the OS installation source 04 Choose a network mode (bridged,
(ISO image or physical disc); point to NAT, or host-only); configure
the location of the downloaded ISO network adapters and IP addressing.
image. Verify the integrity of the NAT provides internet access while
chosen source to avoid errors. isolating the VM.
Installing the Guest Operating System
Following the OS Installing Guest
Starting the VM
Installation Wizard Additions/Tools
Start the VM, which will Follow the OS installation Install guest additions/tools
boot from the selected wizard, providing necessary provided by the hypervisor;
installation source; follow information such as these enhance performance
the on-screen instructions language, time zone, and and integration between
to install the OS. The boot product key; create user the host and guest OS.
process mimics a physical accounts and set passwords. These tools provide features
machine. Be aware of password like shared clipboard.
complexity.
01 02 03
04
VM Configuration and Customization
Network Configuration
NAT (Network Address
Bridged Networking Translation) Host-Only Networking
The VM gets an IP address The VM shares the host's IP Creates a private network
from the physical network; address; provides internet between the host and the
allows direct access to the access while isolating the VM VM; isolates the VM from the
VM from other devices on from the external network. external network. Use this for
the network. Use this when Simplifies network testing isolated applications.
the VM must act as a server. management for many users.
01 02 03
Shared Folders
Setting Up Shared Folders
01 Accessing Shared Folders
02
Configure shared folders to easily transfer files Access the shared folders from within the VM; use
between the host and the VM; choose the them to exchange documents, media, and other
directories to share. This eliminates the need for files. Speeds up development and simplifies data
network transfers. management.
Performance Tuning
Enabling Hardware Acceleration
Enable hardware acceleration features in the
01 hypervisor settings; improves VM performance by
leveraging the host's hardware capabilities.
Enhanced graphics and CPU usages can be
achieved.
Adjusting CPU and RAM Allocation
Adjust the CPU and RAM allocation based on
performance needs; monitor resource usage and 02
adjust as necessary. Too little can cause
slowdowns; too much wastes resources.
05
VM Management and Maintenance
Snapshots
Reverting to
Creating Snapshots
Snapshots
Create snapshots of the Revert to a previous
VM's current state; allows snapshot to undo changes;
reverting to a previous useful for troubleshooting
point in time if something and disaster recovery. Save
goes wrong. Essential for time and effort compared
testing configurations and to reinstalling systems.
software deployments.
Cloning VMs
Full Clone Linked Clone
Create a full clone of the VM; copies all data to a Create a linked clone; shares a base disk image
new VM. Useful for replicating environments. with the original VM to save storage space.
Efficient for creating multiple VMs with similar
configurations.
Backup and Restore
Backing Up VMs
01 Restoring VMs
02
Regularly back up VMs to prevent data loss; copy Restore VMs from backup files; follow the
the VM files to a safe location. Schedule backups hypervisor's restoration process. Essential for
to guarantee up-to-date restoration points. dealing with hardware failures and accidental data
loss.
06
Troubleshooting Common Issues
Network Connectivity Problems
Firewall Issues
Check firewall settings on both the host and the
01 VM; ensure traffic is allowed between them.
Overly strict firewalls may hinder communication.
Checking Network Settings
Verify network settings in both the host and the
VM; ensure IP addresses and DNS settings are 02
configured correctly. Incorrect settings prevent
internet access.
Performance Issues
Resource Constraints Disk I/O Bottlenecks
Check CPU and RAM usage; allocate more Monitor disk I/O performance; consider using
resources to the VM if necessary. High usage SSDs for better performance. Slow disk I/O can
indicates more resources are needed. significantly impact VM performance.
OS Activation Issues
Activation Errors
01 Troubleshooting Activation
02
Ensure the OS is properly activated; use a valid Troubleshoot activation errors by contacting
product key. Unactivated OS versions have feature support or checking the activation logs; follow the
limitations. suggested solutions. Resolution often involves
verifying product keys.
•Thank you for listening.