Creating a VM 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 host.
• 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 host, 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 RAS Guest Agent to be installed in the source VM.

Create a template

To begin creating a template:

1. In the RAS Console, navigate to Farm > <Site> > VDI.
2. Select the Templates tab in the right pane.
3. In the Tasks drop-down list, click Add (or click the "+" icon)
4. In the dialog that opens, select a host from which you would like to create a template and click OK.
5. The Create Parallels Template Wizard opens. Each wizard page is described below in the order they appear on the screen.
6. Verify that the Agent is installed and install it manually if needed as described in Step 1: Check and install the Agent. This step only appears if an on-premises Provider is used.
7. Configure the template as described in Step 2: Configure the template.