Creating a template

Requirements

To complete the tasks described in this section, the following requirements must be met:

• For hypervisor-based hosts, make sure the hypervisor tools are installed and running in the guest VM.
• Make sure you know account credentials that will allow you to push install the agent software on a VM. If you run the Parallels RAS console using such credentials (e.g. a domain admin), you will not be asked to enter them during the agent installation. If you run the console using a different account, you'll be asked to enter credentials when you install the agent.
• The guest OS (Windows) running in the VM must be configured to obtain an IP address from a DHCP server.
• For users to access published resources in a guest VM, the RDP port must be open locally or via Group Policy in Windows running in the VM. The default RDP port is 3389.
• For RD Session Host templates, Network Discovery UDP port 137 must be enabled for a domain firewall profile in the guest OS. This can be done via domain group policies or manually in the guest OS.

Manual agent installation

Normally, you will push install the necessary agent software in a source VM right from the Parallels RAS console (as described later in this section). However, you can also install the software manually by running the Parallels RAS installer in Windows in the VM. When doing so, use the Custom installation option and select the following agent components depending on the type of the template that you are creating:

• Virtual desktop. This template type requires RAS Guest Agent to be installed in the source VM.
• RD Session Host. This template type requires RAS Guest Agent and RAS RD Session Host Agent to be installed in the source VM.

Create a template

The process of creating a template consists of two stages:

Stage 1: During the first stage, the wizard will verify if the agent software is installed and will give you an option to install it if needed.

Stage 2: During the second stage, you configure the template.

Each stage is described in detail in the sections that follow this one (or follow the links above).