Back to Basics : Creating Virtual Machine (VM) template

Back to basics series to created to help new people who are trying to adopt the virtualization and IT trends. In this blog will explain detailed installation and configuration of Virtual machine , creating template , installing tools and basic operations to be taken care on the VM.  

The image for this blog can be seen below. this will help in identifying the tasks earlier. 


Virtual Machine Creation

Uploading ISO files to Storage

Step 1:  Click on the storage – Click data store – Right click – Browse


Step 2: Click on the datastore and create directory


Step 3: Provide Name

Step 4: Click on the newly created folder

Step 5: Click on upload and upload all the images iso files.

Creating New Virtual Machine

Step 6: Click on Virtual machines and create new VM

Step 7: Provide server name – compatibility – OS family and OS Version

Step : Select datastore to create VM

Step 8:Provide CPU, RAM , Storage expand storage and select thin Expand network and select VMXNET3 as driver.

Step 9: Expand network adapter and make sure VMXNET3 is selected as adapter type.

Step 10: Expand CD ROM and click browse , select server OS iso file.

Step 11:Click Finish

Installing OS on Virtual Machine

Step 12: Select the VM in Virtual Machines – Power on

Step 13: Click on the VM – click on console

Step 14: If prompted with below screen select EFI CDROM Drive to boot form CD.

Step 15: Click Next

Step 16: Click on Install

Step 17: Select Standard ( Desktop Experience)

Step 18: Accept terms and click next

Step 19:Click on Custom install

Step 20: Select Disk and click next

Step 21: Windows installation will start as shown below. After

installation it will reboot.

Step 22: Provide Administrator password and confirm the same.

Step 23: Click on Actions – Guest OS – send keys – Ctrl + alt+ del

Basic OS operations

Step 24: Provide admin password given earlier

Step 25: Once logged in – Open server Manager – Local Server – Click on remote desktop – Allow remote connections – okay

Step 26: Do all the below as per requirement.

  • Turn off windows firewall for all zones
  • Change time zone
  • Turn off defender antivirus
  • Turn off IE enhanced settings.


Step 27: Open control panel – network connections – confirm that no network card is available. VMWare tools needs to be installed.

Installing VMWare tools

Step 28: Click on the Actions Menu  – Guest OS – Install vmware tools Step 29: Click on Thic PC – Right click on the CD ROM and click install

Step 30 : after a while installation screen will show as below , click next

Step 31: Click complete and next

Step 32: Click install

Step 33: once installed , click finish

Step 34: After the tools are installed , network adapter will show as below.

Step 35: it will request to reboot, click yes.

Preparing VM Template

Virtual Machine Sysprep

Step 36: After reboot login as shown below.

Step 37: Open server c:\windows\system32\sysprep – right click on sysprep and run as admin

Step 38: Click on generalize – shutdown and ok

Converting VM to template

Step 39: Once the VM is shutdown in vCenter –  Right click on VM – Templates – Convert to template

Deploying VM from template

Step 40: Once the template is created, it can be reused. Right click on template – select New VM from this template.

Step 41: Provide the Name of the VM – select the folder for the VM.

Step 42: Click on the cluster or host

Step 43:  Select the disk format as thin – select data store and click next

Step 44: Click on customize and power on

Step45 : Change the specs of the VM as needed.

Step 46: Review and click finish to start VM creation.

Step 47: Once the VM is powered on – Click accept

Step 48: Provide admin password twice

Post Installation Operations


Assigning IP to VM

Step 49: Click on send ctrl+alt+del and provide password

Step 50: After restart login – Control panel – network settings – Right click on Network card – select properties

Step 51: – un select IPV6 and Click on IPV4 properties – provide ip and dns

Changing computer name

Step 52: Open server manager – local server – click on computer name – click change –  provide the computer name and click okay.

Step 53:  Once the Name is changed – server will restart – click on restart.

Join to Domain

Step 54: Once the IP is given , check that domain name is pinging form the server. Open command prompt (CMD) – ping

Step 55: After the restart login to server and click on server  manager – local server – workgroup – click change – select domain and provide domain name.

Step 56: Provide domain credentials to join the machine to domain.

Step 57: Welcome message will appear

Step 58: click ok, so that computer will restart.

Step 59: Click on restart computer

Verify Machine details in domain & DNS

Step 60: Login to domain controller – select users and computers

Step 61: expand domain – click on computers – verify that computer name is available – drag and drop in correct OU.

Step 62: double click on the computer name and provide the description.

Step 63: Open the DNS manager on the server – verify that the DNS A record for server is created automatically after its joined to domain.

Step 64: verify that DNS reverse lookup record is created automatically

Add Service Accounts to local Admins

Step 65: Login with domain administrator account – open server manager – tools – computer management


Step 66:  Click on system tools – local users and groups – groups – Click on administrators – add – select domain and type service account name – check names – okay – okay

Step 67 : Log off from the server and login using the service account.


Hope this post is useful. please refer my other posts and blogs in  and

Siva Sankar

Siva Sankar works as Solution Architect in Abu Dhabi with primary focus on SDDC, Automation,Network Virtualization, Digital Workspace, VDI, HCI and Virtualization products from VMWare, Citrix and Microsoft.

One thought on “Back to Basics : Creating Virtual Machine (VM) template

  • May 23, 2020 at 3:01 pm

    Excellent knowledge with step by step


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