VMware: Convert VM to Template
Description
This step converts a virtual machine into a template in your VMware environment. You provide the VM name. The VM must be powered off before conversion. Use this step in workflows that create reusable templates from configured VMs, prepare golden images for deployment, or archive VM configurations as templates.
Configurations
General
| No. | Field Name | Description |
|---|---|---|
| 1 | Step Name | Name of the step. This name must be unique in a single workflow. |
| Configuration | ||
| 1 | vCenter Server Base URL | Specify the vCenter Server Base URL to connect to vCenter (e.g., https://vmware.example.com). Note: If vCenter IP is used instead of server name, a certificate error may occur unless the IP is listed in the certificate’s Subject Alternative Name. |
| 2 | Port | Specify the vCenter server port. Default is 443. Data type: Integer Valid range: Less than 65536 |
| 3 | Username | Specify the username to authenticate to the vCenter server. |
| Password: | ||
| 4 | Accept value as variable/static | Leave the checkbox unchecked to use values from previous steps (drop-down). Enable it to enter static/environment variable value. |
| 5 | Password | Entered using a widget that supports both static values and drop-downs. If checkbox above is enabled, the field appears as a text box. Otherwise, it appears as a drop-down. This field is mandatory. Note: Field values are only accessible during workflow execution. |
| 6 | Button: Test Connection | Verifies connection availability. Only static values and environment variables are allowed for this check. |
Input Tab
| No. | Field Name | Description |
|---|---|---|
| 1 | Virtual Machine Name/UUID | Specify the name or UUID of the VM to be converted to a template. Data type: String This field is mandatory. Note: • Refer to the VMware Plugin Introduction to get VM UUID. • If duplicate VM names exist, use UUID to uniquely identify the VM. • If the VM name contains %, replace it with %25 in this field. |
| 2 | Button: Get | Retrieves the list of VM names if the connection is successful. Note: VM names with % are returned with % replaced by %25. You may leave it that way. |
Common Buttons
| No. | Field Name | Description |
|---|---|---|
| 1 | OK | Validates and saves the field values if all required fields are provided. |
| 2 | Cancel | Cancels the configuration window without saving values. |