Product Documentation

Virtual Machine Services

Jun 05, 2015
Updated: 2014-01-06
CloudPortal Services Manager Virtual Machine Services deliver virtual datacenters from the cloud. Virtual Machine Services integrate with Microsoft System Center Virtual Machine Manager (SCVMM) for VM management and support Microsoft Hyper-V Server.


  • Install CloudPortal Services Manager Virtual Machine Web Services.
  • Create a self-service user role in SCVMM, with the following settings:
    • User role name: SelfService
    • User role profile: Self-Service User
    • Role member: CortexWSUser
    • Select the VM host groups that Services Manager will manage
    • Grant permissions: All actions
    • Allow users to create new VMs
    • Do not allow users to store VMs in a library

To configure Virtual Machine Services

  1. Enable the service (top level): From the main menu, choose Configuration > System Manager > Service Deployment, expand Virtual Machine, and click Save.
  2. Expand Virtual Machine, click Customer Plans, create a customer plan if one is not already created, and then verify and save the settings. Customer plan settings include per-customer machine limits and whether dynamic disks are used. Typically, dynamic disks are disabled to avoid over-subscription of disk storage. However, some Service Providers enable dynamic disks to increase provisioning speed.
  3. Enable and configure the service (location level): Under Service Filter, select Active Directory Location Services, choose a Location Filter if applicable, expand Virtual Machine, and click Service Settings. Verify the settings, making sure that the following settings are configured, and then save the service:
    RDP Console URL
    Defaults to VMConnection.aspx.
    Self Service Role
    Set to SelfService, the name of the self-service user group configured in SCVMM.
    Virtual Machine Path
    If the customer will use clustered Hyper-V hosts, change the path from {PreferredDrive}Images{CustomerShortName} to {PreferredDrive}{CustomerShortName}. That change helps prevent folder creation errors in the cluster shared volume.
  4. Add the credentials for the service account: From the main menu, choose Configuration > System Manager > Credentials and create the account, using the fully-qualified domain name.
  5. Enable the server:
    1. From the main menu, choose Configuration > System Manager > Servers.
    2. If the SCVMM server is not listed, click Refresh Server List.
    3. Expand the entry for the server and verify that Server Enabled is selected.
  6. Assign server roles:
    1. From the main menu, choose Configuration > System Manager > Server Roles and then expand the entry for the SCVMM server.
    2. Under Server Connection Components, select Virtual Machine. Virtual Machine refers to the VirtualMachineWS.
    3. Under Server Roles, select Virtual Machine Manager and then click Save. Virtual Machine Manager indicates that SCVMM is installed on the server.
  7. Add a server connection:
    1. From the main menu, choose Configuration > System Manager > Server Connections, click New Connection, and then select or type the following information for the SCVMM server.
      Server Role
      Choose Virtual Machine.
      Choose the server where the VM web service is running.
      Choose the credentials for the service.
      URL Base
      Defaults to /VirtualMachine/VirtualMachine.asmx.
      Defaults to http.
      Defaults to 8095. If you change the port here, change it also in the Services Manager Web Service.
      Citrix recommends that you change the setting from 200000 to 2000000 milliseconds. This increases the timeout to about 35 minutes, needed for disk creation operations.
    2. Click Save.
    3. From the main menu, choose Configuration > System Manager > Server Connections and click the icon in the Test column for the SharePoint server. The icon turns green for a successful connection. A red icon indicates an unsuccessful connection. Mouse over it for information about the failed connection.

To synchronize resources

This procedure verifies the server role and connection configuration and retrieves information from the SCVMM server.

  1. From the main menu, choose Services > Virtual Machine > Configuration > Virtual Resource Manager.
  2. Under Environment, choose the Location and SCVMM server. Incorrect entries in those lists indicate incorrect configuration of server roles or server connections.
  3. Click Refresh. The message "The Resources were updated successfully" appears. If it does not, verify the configuration.
  4. Expand the resource folders and verify their contents:
    1. Provide user-friendly labels and group names. For example, you might rename "Server03x64WE-DE” to “64-bit Windows Server 2003 – German".
    2. Review assignments.
    3. Assign sets of items to groups, such as "SQL Server DVDs", to speed selection of resources during provisioning.
  5. (Optional) Import existing Hyper-V VMs into CloudPortal tenants: Before moving a VM to a tenant, verify that it resides on a host assigned to that tenant, along with the relevant VLANs.
    1. Expand Virtual Machines and locate a VM not yet managed by CloudPortal (their names appear dimmed).
    2. Select the VM and use the right pane to search for a tenant.
    3. Click Provision to put the VM under CloudPortal management.

To configure virtual networks

You can create the following types of VLANs using CloudPortal Services Manager:
  • Dedicated – Can be assigned to one tenant only (most commonly used).
  • Shared – Can be assigned to one or more tenants.
  • Reserved – Not usable for tenants. For instance, you might add an out-of-band management VLAN to ensure a tenant is not accidently placed into the same network.
  • Mandatory – Available to all tenants.

You can assign multiple subnets to a VLAN and use CloudPortal Services Manager to define a default gateway, DNS servers, and range for the subnet.

To configure virtual networks, choose Services > Virtual Machine > Configuration > Virtual Network Manager.