Storage

Note

In v3.5.2 STORAGE PROVIDERS has been split out into BUCKETS and FILE SHARES sections.

Overview

Infrastructure > Storage is for adding and managing Storage Buckets, File Shares, Volumes, Data Stores and Storage Servers for use with other Services in HPE Morpheus Software.

Role Requirements

There are two Role permissions for the Infrastructure > Storage section: Infrastructure: Storage and Infrastructure: Storage Browser. Infrastructure: Storage gives Full, Read, or No access to the Infrastructure > Storage sections. Infrastructure: Storage Browser controls file access for Buckets, File Shares, and supported HVM file-based Data Stores. Full Infrastructure: Storage Browser permission allows upload and deletion when the user also has Full access to the corresponding storage resource. Read permission allows browsing and download when the user also has at least Read access to that resource.

Default Storage

The default Storage path for Virtual Images, Backups, Deployment Archives, Archive Service, and Archived Snapshots is var/opt/morpheus/morpheus-ui/. Its is recommended to add Storage Buckets and File Shares for these targets in the Infrastructure > Storage section to avoid running out of disk space on the HPE Morpheus Software Appliance.

Storage Buckets

Storage Buckets are for Backup, Archives, Deployment and Virtual Images storage targets. Buckets can be browsed and files and folders can be uploaded, downloaded or deleted from the Bucket section. Retention Policies can be set on Storage Buckets for files to be deleted or backed up to another bucket after a set amount of time.

Supported Bucket Types

  • Alibaba

  • Amazon S3

  • Google Cloud Storage

  • Openstack Swift

  • Rackspace CDN

Alibaba Buckets

To Add an Alibaba Storage Bucket:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the BUCKETS tab, Click the + ADD button.

  4. Select Alibaba from the dropdown list

  5. From the NEW BUCKET Wizard input the following:

    NAME

    Name of the Bucket in HPE Morpheus Software.

    ACCESS KEY

    Alibaba Access Key

    SECRET KEY

    Alibaba Secret Key

    REGION

    Enter Alibaba Region for the Bucket

    BUCKET NAME

    Enter existing Alibaba Bucket name, or to add a new Bucket enter a new name and select Create Bucket.

    Create Bucket

    Enable if the Bucket entered in BUCKET NAME does not exist and needs to be created.

    Default Backup Target

    Sets this Bucket as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this Bucket will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this Bucket when creating VMware Backups, after which the snapshot will be removed from the target hypervisor.

    Default Deployment Archive Target

    Sets this bucket as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this bucket as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the Bucket will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount of time and remove them from the bucket.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup Bucket.

    BACKUP BUCKET

    Search for and then select the Bucket the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this bucket after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the Bucket.

  6. Select SAVE CHANGES

The Bucket will be created and displayed in the Buckets tab.

  • To browse, upload, download, or delete files from this Bucket, select the name of the Bucket.

  • To edit the Bucket, select the edit icon or select the name of the Bucket and select ACTIONS - EDIT.

    Warning

    Repointing a bucket that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a Bucket, select the trash icon or select the name of the Bucket and select DELETE.

    Warning

    When deleting a Bucket, all Deployment Versions and Backups associated with the Bucket will be deleted.

Amazon S3 Buckets

To Add an Amazon S3 Storage Bucket:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the BUCKETS tab, Click the + ADD button.

  4. Select Amazon S3 from the dropdown list

  5. From the NEW BUCKET Wizard input the following:

    NAME

    Name of the Bucket in HPE Morpheus Software.

    ACCESS KEY

    AWS IAM Access Key

    SECRET KEY

    AWS IAM Secret Key

    BUCKET NAME

    Enter existing S3 Bucket name, or to add a new Bucket enter a new name and select Create Bucket.

    CREATE BUCKET

    Enable if the Bucket entered in BUCKET NAME does not exist and needs to be created. If enabled, select an AWS Region to create the Bucket in.

    ENDPOINT URL

    Optional endpoint URL if pointing to an object store other than amazon that mimics the Amazon S3 APIs.

    Default Backup Target

    Sets this Bucket as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this Bucket will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this Bucket when creating VMware Backups, after which the snapshot will be removed from the target hypervisor.

    Default Deployment Archive Target

    Sets this bucket as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this bucket as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the Bucket will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount of time and remove them from the bucket.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup Bucket.

    BACKUP BUCKET

    Search for and then select the Bucket the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this bucket after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the Bucket.

  6. Select SAVE CHANGES

The Bucket will be created and displayed in the Buckets tab.

  • To browse, upload, download, or delete files from this Bucket, select the name of the Bucket.

  • To edit the Bucket, select the edit icon or select the name of the Bucket and select ACTIONS - EDIT.

    Warning

    Repointing a bucket that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a Bucket, select the trash icon or select the name of the Bucket and select DELETE.

    Warning

    When deleting a Bucket, all Deployment Versions and Backups associated with the Bucket will be deleted.

Google Cloud Storage Buckets

Note

Google Cloud Storage Buckets are associated with an existing GCP Cloud integration. Ensure the GCP Cloud integration is pre-existing before attempting to create a new Google Cloud Storage Bucket. On the initial integration and subsequent cloud syncs, Google Cloud Storage Buckets are automatically onboarded and updated.

To add a Google Cloud Storage Bucket:

  1. Select the Infrastructure link in the navigation bar

  2. Select the Storage link in the sub-navigation bar

  3. In the BUCKETS tab, Click the + ADD button

  4. Select Google Cloud Storage from the dropdown list

  5. From the NEW BUCKET Wizard input the following:

    NAME

    A friendly name for the bucket in HPE Morpheus Software

    STORAGE SERVICE

    Select the GCP cloud integration this bucket should be created in

    PROJECT ID

    Select the Project to create the group under, Projects are a GCP-specific concept and are logical grouping for your resources. Select any existing project associated with your selected GCP cloud integration

    BUCKET NAME

    The name for the bucket resource on the GCP side

    LOCATION TYPE

    Select Region, Dual-Region, or Multi-Region. Buckets with a Region location type will be stored in one GCP region, such as “us-east1 (South Carolina)”. Dual-Region and Multi-Region data is stored in two (or more, in the case of multi-region) GCP regions separated by a significant physical distance. Dual-Region and Multi-Region data is geo-redundant across the multiple selected regions

    LOCATION

    A selected GCP region (or regions, in the case of dual and multi-location data) where the data will be stored

    STORAGE CLASS

    Select Standard, Nearline, Coldline, or Archive. The appropriate storage class will depend on how frequently the bucket data is accessed and how long the type of data in the bucket is expected to be stored. More information on storage classes can be found in GCP Documentation

    ACTIVE

    When marked, the bucket is available for use in HPE Morpheus Software

    DEFAULT BACKUP TARGET

    Sets the bucket as the default storage option when creating backups at provision time or in the Backups section of HPE Morpheus Software

    DEFAULT DEPLOYMENT ARCHIVE TARGET

    Sets this Bucket as the default storage target when uploading deployment files in the Deployments section

    DEFAULT VIRTUAL IMAGE STORE

    Sets this bucket as the default storage target when uploading virtual images from the Virtual Images section, importing images from Instance actions, creating images with the Image Builder, and when creating new images from Migrations

    RETENTION POLICY

    Select None and the files in this bucket will never be deleted or backed up by HPE Morpheus Software. When selecting ‘Backup Old Files’, HPE Morpheus Software will backup files into another selected bucket once they reach a certain number of days old. When selecting ‘Delete Old Files’, HPE Morpheus Software will delete any files that reach a certain number of days old

Dell EMC ECS Buckets

Note

A Dell EMC ECS Storage Server must be configured in Infrastructure - Storage - Servers prior to adding a Dell EMC ECS Bucket.

To Add a Dell EMC ECS Storage Bucket:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the BUCKETS tab, Click the + ADD button.

  4. Select Dell EMC ECS Bucket from the dropdown list

  5. From the NEW BUCKET Wizard input the following:

    NAME

    Name of the Bucket in HPE Morpheus Software.

    STORAGE SERVICE

    Select existing Dell EMC ECS Storage Server (configured in Infrastructure - Storage - Servers)

    BUCKET NAME

    Enter a name for the new Dell EMC ECS bucket.

    USER

    Dell EMC ECS User

    SECRET KEY

    Dell EMC ECS Secret key

    NAMESPACE

    Select Dell EMC ECS Namespace for the Bucket

    STORAGE GROUP

    Select a Dell EMC ECS Storage Group

    Default Backup Target

    Sets this bucket as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this Bucket will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this Bucket when creating VMware Backups, after which the snapshot will be removed from the target hypervisor.

    Default Deployment Archive Target

    Sets this Bucket as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this bucket as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the Bucket will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount of time and remove them from the bucket.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup Bucket.

    BACKUP BUCKET

    Search for and then select the Bucket the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this bucket after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the Bucket.

  6. Select SAVE CHANGES

The Bucket will be created and displayed in the Buckets tab.

  • To browse, upload, download, or delete files from this Bucket, select the name of the Bucket.

  • To edit the Bucket, select the edit icon or select the name of the Bucket and select ACTIONS - EDIT.

    Warning

    Repointing a bucket that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a Bucket, select the trash icon or select the name of the Bucket and select DELETE.

    Warning

    When deleting a Bucket, all Deployment Versions and Backups associated with the Bucket will be deleted.

Openstack Swift Buckets

To Add an Azure Storage Bucket:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the BUCKETS tab, Click the + ADD button.

  4. Select Openstack Swift from the dropdown list

  5. From the NEW BUCKET Wizard input the following:

    NAME

    Name of the Bucket in HPE Morpheus Software.

    USERNAME

    Openstack Swift Username

    API KEY

    Openstack Swift API Key

    BUCKET NAME

    Enter existing Openstack Swift Bucket name, or to add a new Bucket enter a new name and select Create Bucket below.

    IDENTITY URL

    Openstack Swift Identity URL

    Create Bucket

    Enable if the name entered in BUCKET NAME does not exist and needs to be created.

    Default Backup Target

    Sets this bucket as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this Bucket will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this Bucket when creating VMware Backups, after which the snapshot will be removed from the target hypervisor.

    Default Deployment Archive Target

    Sets this Bucket as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this bucket as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the Bucket will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount of time and remove them from the bucket.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup Bucket.

    BACKUP BUCKET

    Search for and then select the Bucket the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this bucket after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the Bucket.

  6. Select SAVE CHANGES

The Bucket will be created and displayed in the Buckets tab.

  • To browse, upload, download, or delete files from this Bucket, select the name of the Bucket.

  • To edit the Bucket, select the edit icon or select the name of the Bucket and select ACTIONS - EDIT.

    Warning

    Repointing a bucket that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a Bucket, select the trash icon or select the name of the Bucket and select DELETE.

    Warning

    When deleting a Bucket, all Deployment Versions and Backups associated with the Bucket will be deleted.

Rackspace CDN Buckets

To Add a Rackspace CDN Bucket:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the BUCKETS tab, Click the + ADD button.

  4. Select Rackspace CDN from the dropdown list

  5. From the NEW BUCKET Wizard input the following:

    NAME

    Name of the Bucket in HPE Morpheus Software.

    USERNAME

    Rackspace CDN Username

    API KEY

    Rackspace CDN API Key

    REGION

    Enter Rackspace CDN Region

    BUCKET NAME

    Enter existing Rackspace CDN Bucket name, or to add a new Bucket enter a new name and select Create Bucket below.

    Create Bucket

    Enable if the name entered in BUCKET NAME does not exist and needs to be created.

    Default Backup Target

    Sets this bucket as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this Bucket will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this Bucket when creating VMware Backups, after which the snapshot will be removed from the target hypervisor.

    Default Deployment Archive Target

    Sets this Bucket as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this bucket as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the Bucket will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount of time and remove them from the bucket.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup Bucket.

    BACKUP BUCKET

    Search for and then select the Bucket the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this bucket after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the Bucket.

  6. Select SAVE CHANGES

The Bucket will be created and displayed in the Buckets tab.

  • To browse, upload, download, or delete files from this Bucket, select the name of the Bucket.

  • To edit the Bucket, select the edit icon or select the name of the Bucket and select ACTIONS - EDIT.

    Warning

    Repointing a bucket that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a Bucket, select the trash icon or select the name of the Bucket and select DELETE.

    Warning

    When deleting a Bucket, all Deployment Versions and Backups associated with the Bucket will be deleted.

File Shares

File Shares are for Backup, Archives, Deployment and Virtual Images storage targets. File Shares can be browsed and files and folders can be uploaded, downloaded or deleted from the File Shares section. Retention Policies can be set on Storage File Shares for files to be deleted or backed up to another File Share after a set amount of time.

Supported File Share Types

  • Azure

  • CIFS (Samba Windows File Sharing)

  • Dell EMC ECS Share

  • Dell EMC Isilon Share

  • Local Storage

  • NFSv3

Azure File Shares

To Add an Azure File Share:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the FILE SHARES tab, Click the + ADD button.

  4. Select Azure from the dropdown list

  5. From the NEW FILE SHARE Wizard input the following:

    NAME

    Name for the file share in HPE Morpheus Software.

    STORAGE ACCOUNT

    Name of the Storage Account in Azure for the file share

    STORAGE KEY

    Storage Key provided from Azure

    SHARE NAME

    Enter existing Azure Storage Share name or, to add a new Share, enter a new name and mark the Create Bucket box below

    CREATE BUCKET

    Mark if the share entered in SHARE NAME does not exist and needs to be created

    DEFAULT BACKUP TARGET

    Sets this file share as the default backup target when creating Backups. If selected, the option to UPDATE EXISTING BACKUPS will appear. Mark to update existing backups to this file share

    DEFAULT DEPLOYMENT ARCHIVE TARGET

    Sets this file share as the default storage target when creating deployment archives

    DEFAULT VIRTUAL IMAGE STORE

    Sets this file share as the default storage target when uploading Virtual Images from the Virtual Images section or when importing Images from Instance Actions

    RETENTION POLICY
    None

    Files in the share will not be automatically deleted or backed up

    Backup Old Files
    This option will backup files after a set amount of time and remove them from the file share
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup target

    BACKUP BUCKET

    Search for and then select the desired backup bucket

    DELETE OLD FILES
    This option will delete files from this share after a set amount of days
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the share

  6. Select SAVE CHANGES

The file share will be created and displayed in the file shares tab.

  • To browse, upload, download, or delete files from this file share, select the name of the share from the File Shares tab.

  • To edit the file share, select the edit icon or select the name of the share and select ACTIONS - EDIT.

    Warning

    Re-pointing a file share that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a file share, select the trash icon or select the name of the file share and click DELETE.

    Warning

    When deleting a file share, all Deployment versions and Backups associated with the file share will be deleted.

CIFS File Shares

To Add a CIFS File Share:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the FILE SHARES tab, Click the + ADD button.

  4. Select CIFS (Samba Windows File Sharing) from the dropdown list

  5. From the NEW FILE SHARE Wizard input the following:

    NAME

    Name of the File Share in HPE Morpheus Software.

    HOST
    Enter host IP or resolvable hostname

    Example: 192.168.200.210

    USERNAME

    CIFS Share Username

    PASSWORD

    CIFS Share User Password

    SHARE PATH
    Enter CIFS Share Path

    Example: cifs

    Default Backup Target

    Sets this File Share as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this File Share will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this File Share when creating VMware Backups, after which the snapshot will be removed from the source Cloud.

    Default Deployment Archive Target

    Sets this File Share as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this File Share as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the File Share will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount if time and remove them from the File Share.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup File Share.

    BACKUP File Share

    Search for and select the File Share the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this File Share after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the File Share.

  6. Select SAVE CHANGES

The File Share will be created and displayed in the File Shares tab.

  • To browse, upload, download, or delete files from this File Share, select the name of the File Share.

  • To edit the File Share, select the edit icon or select the name of the File Share and select ACTIONS - EDIT.

    Warning

    Repointing a File Share that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a File Share, select the trash icon or select the name of the File Share and select DELETE.

    Warning

    When deleting a File Share, all Deployment Versions and Backups associated with the File Share will be deleted.

Dell EMC ECS File Shares

To Add a Dell EMC ECS File Share:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the FILE SHARES tab, Click the + ADD button.

  4. Select Dell EMC ECS Share from the dropdown list

  5. From the NEW FILE SHARE Wizard input the following:

    NAME

    Name of the File Share in HPE Morpheus Software.

    STORAGE SERVICE

    Select existing Dell EMC ECS Storage Server (configured in Infrastructure - Storage - Servers)

    SHARE PATH
    Enter Dell EMC ECS Share Path

    Example: ecs-file-share-1

    USER

    Dell EMC ECS User

    SECRET KEY

    Dell EMC ECS Secret key

    Volume Size

    Specify volume size for the File Share (in MB)

    Allowed IP’s
    Specify IP Addresses to limit accessibility to the File Share
    Leave blank for open access

    Click the + symbol to the right of the first ALLOWED IPS field to add multiple IP’s

    NAMESPACE

    Select Dell EMC ECS Namespace (synced)

    STORAGE GROUP

    Select Dell EMC ECS Storage Group (synced)

    Default Backup Target

    Sets this File Share as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this File Share will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this File Share when creating VMware Backups, after which the snapshot will be removed from the source Cloud.

    Default Deployment Archive Target

    Sets this File Share as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this File Share as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the File Share will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount if time and remove them from the File Share.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup File Share.

    BACKUP File Share

    Search for and select the File Share the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this File Share after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the File Share.

  6. Select SAVE CHANGES

The File Share will be created and displayed in the File Shares tab.

  • To browse, upload, download, or delete files from this File Share, select the name of the File Share.

  • To edit the File Share, select the edit icon or select the name of the File Share and select ACTIONS - EDIT.

    Warning

    Repointing a File Share that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a File Share, select the trash icon or select the name of the File Share and select DELETE.

    Warning

    When deleting a File Share, all Deployment Versions and Backups associated with the File Share will be deleted.

Dell EMC Isilon File Shares

To Add a Dell EMC Isilon File Share:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the FILE SHARES tab, Click the + ADD button.

  4. Select Dell EMC Isilon Share from the dropdown list

  5. From the NEW FILE SHARE Wizard input the following:

    NAME

    Name of the File Share in HPE Morpheus Software.

    STORAGE SERVICE

    Select existing Dell EMC Isilon Storage Server (configured in Infrastructure - Storage - Servers)

    SHARE PATH
    Enter Dell EMC Isilon Share Path

    Example: ecs-file-share-1

    Volume Size

    Specify volume size for the File Share (in MB)

    Allowed IP’s
    Specify IP Addresses to limit accessibility to the File Share
    Leave blank for open access

    Click the + symbol to the right of the first ALLOWED IPS field to add multiple IP’s

    NAMESPACE

    Select Dell EMC Isilon Namespace (synced)

    STORAGE GROUP

    Select Dell EMC Isilon Storage Group (synced)

    Default Backup Target

    Sets this File Share as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this File Share will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this File Share when creating VMware Backups, after which the snapshot will be removed from the source Cloud.

    Default Deployment Archive Target

    Sets this File Share as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this File Share as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the File Share will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount if time and remove them from the File Share.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup File Share.

    BACKUP File Share

    Search for and select the File Share the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this File Share after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the File Share.

  6. Select SAVE CHANGES

The File Share will be created and displayed in the File Shares tab.

  • To browse, upload, download, or delete files from this File Share, select the name of the File Share.

  • To edit the File Share, select the edit icon or select the name of the File Share and select ACTIONS - EDIT.

    Warning

    Repointing a File Share that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a File Share, select the trash icon or select the name of the File Share and select DELETE.

    Warning

    When deleting a File Share, all Deployment Versions and Backups associated with the File Share will be deleted.

Local Storage File Shares

Important

Local Storage refers to local to the HPE Morpheus Software Appliance and the path must be owned by morpheus-app. Please be conscious of storage space. High Availability configurations require Local Storage File Shares paths to be shared storage paths between the font end HPE Morpheus Software Appliances.

Note

To change the owner of a file path to be used as a Local Storage File Share, run chown morpheus-app.morpheus-app /path on the HPE Morpheus Software Appliance.

Note

HPE Morpheus Software will validate path and ownership of the File Share Path.

To Add a Local Storage File Share:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the FILE SHARES tab, Click the + ADD button.

  4. Select Local Storage Share from the dropdown list

  5. From the NEW FILE SHARE Wizard input the following:

    NAME

    Name of the File Share in HPE Morpheus Software.

    STORAGE PATH
    Enter the File Share path on the local HPE Morpheus Software Appliance.

    Example: /var/opt/morpheus/morpheus-ui/vms/virtual-images

    Important

    High Availability configurations require Local Storage File Shares paths to be shared storage paths between the font end HPE Morpheus Software Appliances.

    Default Backup Target

    Sets this File Share as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this File Share will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this File Share when creating VMware Backups, after which the snapshot will be removed from the source Cloud.

    Default Deployment Archive Target

    Sets this File Share as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this File Share as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the File Share will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount if time and remove them from the File Share.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup File Share.

    BACKUP File Share

    Search for and select the File Share the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this File Share after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the File Share.

  6. Select SAVE CHANGES

The File Share will be created and displayed in the File Shares tab.

  • To browse, upload, download, or delete files from this File Share, select the name of the File Share.

  • To edit the File Share, select the edit icon or select the name of the File Share and select ACTIONS - EDIT.

    Warning

    Repointing a File Share that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a File Share, select the trash icon or select the name of the File Share and select DELETE.

    Warning

    When deleting a File Share, all Deployment Versions and Backups associated with the File Share will be deleted.

NFSv3 File Shares

Note

Configure access to the NFS folder on the NFS Provider prior to adding the NFSv3 File Share.

Note

Upon save HPE Morpheus Software will create a persistent mount owned by morpheus-app.morpheus-app on the HPE Morpheus Software Appliance for the NFSv3 File Share. The HPE Morpheus Software appliance will require access to the following ports in order to mount the share: 111, 54302, 20048, 2049, 46666, 42955, 875. With some storage solutions, you may need to enable insecure, unprivileged ports, or allow non-root on the export before HPE Morpheus Software is able to successfully mount the share.

To Add a NFSv3 File Share:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the FILE SHARES tab, Click the + ADD button.

  4. Select NFSv3 from the dropdown list

  5. From the NEW FILE SHARE Wizard input the following:

    NAME

    Name of the File Share in HPE Morpheus Software.

    HOST

    Enter the File Share path on the local HPE Morpheus Software Appliance.

    EXPORT FOLDER

    Enter the NFSv3 Folder

    Default Backup Target

    Sets this File Share as the default backup target when creating Backups. If selected the option to update existing Backup configuration to use this File Share will be presented.

    Archive Snapshots

    Enabled to export VM snapshots to this File Share when creating VMware Backups, after which the snapshot will be removed from the source Cloud.

    Default Deployment Archive Target

    Sets this File Share as the default storage target when uploading Deployment files in the Deployments section.

    Default Virtual Image Store

    Sets this File Share as the default storage target when uploading Virtual Images from the Virtual Images section, importing Images from Instance Actions, creating Images with the Image Builder and when creating new images from Migrations.

    RETENTION POLICY
    None

    Files in the File Share will not be automatically deleted or backed up.

    Backup Old Files
    This option will backup files after a set amount if time and remove them from the File Share.
    DAYS OLD

    Files older than the set number of days will be automatically backed up to the selected Backup File Share.

    BACKUP File Share

    Search for and select the File Share the files will be backed up to.

    DELETE OLD FILES
    This option will delete files from this File Share after a set amount of days.
    DAYS OLD

    Files older than the set number of days will be automatically deleted from the File Share.

  6. Select SAVE CHANGES

The File Share will be created and displayed in the File Shares tab.

  • To browse, upload, download, or delete files from this File Share, select the name of the File Share.

  • To edit the File Share, select the edit icon or select the name of the File Share and select ACTIONS - EDIT.

    Warning

    Repointing a File Share that is in use may cause loss of file references. Ensure data is mirrored first.

  • To delete a File Share, select the trash icon or select the name of the File Share and select DELETE.

    Warning

    When deleting a File Share, all Deployment Versions and Backups associated with the File Share will be deleted.

Share Access Control

Overview

Share Access controls allow administrators to manage host-level access rules for File Shares associated with storage servers. Access rules define which hosts or IP addresses can connect to a file share and what level of access they are granted (e.g., read-only, read/write).

Share Access rules are specific to File Shares that are backed by a Storage Server integration (such as Dell EMC Isilon or other NAS platforms). The available access rule options are determined by the storage server type.

Role Requirements

  • Infrastructure: Storage role permission at Full level is required to create, edit, or delete access rules.

  • Infrastructure: Storage role permission at Read level allows viewing access rules only.

Viewing Share Access Rules

  1. Navigate to Infrastructure > Storage

  2. Select the FILE SHARES tab

  3. Click the name of the File Share to view its detail page

  4. Select the ACCESS tab

The Access tab displays all configured access rules for the file share, including the rule name, access level, and associated host or IP address.

Adding an Access Rule

  1. Navigate to Infrastructure > Storage

  2. Select the FILE SHARES tab

  3. Click the name of the File Share

  4. Select the ACCESS tab

  5. Click + ADD

  6. Fill in the required fields:

    NAME

    A descriptive name for the access rule.

    HOST / IP

    The host name or IP address to grant access to. The available fields depend on the storage server type.

    ACCESS LEVEL

    The level of access to grant to the host. Options depend on the storage provider and may include:

    • Read Only — The host can read data from the share but cannot write.

    • Read/Write — The host can both read and write data to the share.

    • Root — The host has full root-level access (where supported by the provider).

    Note

    Additional configuration fields may appear depending on the underlying storage server type. These are defined by the provider’s share access option types.

  7. Click SAVE CHANGES

Editing an Access Rule

  1. Navigate to the File Share detail page

  2. Select the ACCESS tab

  3. Click the edit icon (pencil) next to the access rule

  4. Modify the desired fields

  5. Click SAVE CHANGES

Deleting an Access Rule

  1. Navigate to the File Share detail page

  2. Select the ACCESS tab

  3. Click the delete icon (trash) next to the access rule

  4. Confirm the deletion

Warning

Removing an access rule immediately revokes the host’s ability to connect to the file share. Ensure no active workloads depend on the access before removing.

Volumes

Volumes sync or created in HPE Morpheus Software can be viewed in Infrastructure- Storage - Volumes. Volumes can be added for Storage Servers integrated with HPE Morpheus Software in the Infrastructure- Storage - Servers section.

Volumes Types

The available Volume Types list and filterable by are:

  • 3Par Volume

  • Alibaba Cloud SSD

  • Alibaba Efficiency Disk

  • Alibaba Cloud Disk

  • AWS gp2

  • AWS io1

  • AWS sc1

  • AWS st1

  • Azure Volume

  • Azure Disk

  • Bluemix Disk

  • Bluemix SAN

  • Bluemix SAN

  • CD ROM

  • DO Disk

  • ECS Block Storage

  • ECS Object Storage

  • ECS Shared File System

  • Floppy Disk

  • Google Standard

  • HP Enclosure Disk

  • Oracle iSCSI

  • Isilon NFS Volume

  • Nutanix IDE

  • Nutanix SATA

  • Nutanix SCSI

  • Open Telekom Volume

  • Openstack Disk

  • Openstack Volume

  • Oracle Block Volume

  • Oracle Disk

  • Oracle Virtual Volume

  • SCVMM Datastore

  • Softlayer Disk

  • Softlayer SAN

  • Softlayer SAN

  • Disk

  • UpCloud Disk

  • UpCloud MaxIOPS

  • NULL

  • NULL

  • VMWare Datastore

  • VMWare Disk

CREATE VOLUME

At least one Storage Server Integration from Infrastructure- Storage - Servers is required to create volumes from Infrastructure- Storage - Volumes.

Dell EMC ECS

To Add a Dell EMC ECS Volume:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the VolumeS tab, Click the + ADD button.

  4. Select Dell EMC ECS from the dropdown list

  5. From the CREATE VOLUME Wizard input the following:

    SELECT TYPE
    STORAGE SERVER

    Name of the DELL EMC ECS Storage Server added in Infrastructure- Storage - Servers

    GROUP

    Select Storage Group

    VOLUME TYPE

    ECS Block Storage ECS Object Storage ECS Shared File System

    Click NEXT

    Select NEXT

    CONFIGURE
    NAME

    Name of the Volume

    Click COMPLETE

    Select COMPLETE

Dell EMC Isilon

To Add a Dell EMC ECS Volume:

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the VolumeS tab, Click the + ADD button.

  4. Select Dell EMC Isilon from the dropdown list

  5. From the CREATE VOLUME Wizard input the following:

    SELECT TYPE
    STORAGE SERVER

    Name of the Dell EMC Isilon Storage Server added in Infrastructure- Storage - Servers

    GROUP

    Select Storage Group

    VOLUME TYPE

    Isilon NFS Volume

    Click NEXT

    Select NEXT

    CONFIGURE
    NAME

    Name of the Volume

    ALLOWED IP’s
    Specify IP Addresses to limit accessibility to the File Share
    Leave blank for open access

    Click the + symbol to the right of the first ALLOWED IPS field to add multiple IP’s

    VOLUME SIZE

    Specify size of the Volume (in MB)

    Click COMPLETE

    Select COMPLETE

Data Stores

Data Stores are logical divisions of underlying storage disk. Organizations may use them to divide and track cloud resources by team or department. When integrating certain Cloud types, HPE Morpheus Software will onboard existing data stores and administrators can then make them available to Groups or Tenants as needed. Supported datastore types can also be created directly from HPE Morpheus Software. At provision time, when applicable based on Cloud and Layout, users can select the data store they wish to provision to.

Here within the Data Store view in the storage section, users can see a list of data stores for each Cloud. In the row for each Cloud, the storage type, associated Cloud, and permissions information are shown.

Create Data Stores

The available Data Store types depend on the selected Cloud, configured storage integrations, and supported Cluster type. HVM cluster datastores can be created here or from the HVM Cluster’s Datastores tab.

  1. Navigate to Infrastructure ‣ Storage ‣ Data Stores.

  2. Click Add.

  3. Enter a Name and select the Type.

  4. Select the Cloud.

  5. For an HVM cluster datastore, select the Cluster. This field requires Infrastructure: Clusters permission at the Full level and only lists Clusters that support the selected Data Store type.

  6. Complete the type-specific fields. For example, an HPE Clustered Datastore requires its shared block device; a Datastore Group requires member datastores and placement settings.

  7. Configure Group Access and Tenant Permissions as needed.

  8. Save the Data Store.

HVM supports creating these built-in types from this page:

  • Directory Datastore (Local)

  • NFS Datastore

  • HPE Clustered Datastore (Shared LUN)

  • Datastore Group

Storage plugins can provide additional types. See Storage Lifecycle for HVM prerequisites, shared-storage creation, Datastore Groups, and operational guidance.

For Cloud types that do not expose a creatable datastore type, create the datastore in the target platform and refresh the Cloud integration to synchronize it into HPE Morpheus Software.

Datastore Details and Explorer

Select a Data Store name to open its detail page. The available tabs include:

  • Summary — Capacity, free space, type, Cloud, and other datastore metadata

  • Volumes — Virtual disks stored on the datastore and their associated VM where applicable

  • Virtual Machines — VMs with one or more volumes on the datastore

  • History — Recorded datastore configuration and lifecycle events

  • Files — Datastore Explorer for supported HVM shared file datastores

The Files tab is currently available for HVM shared, file-based datastores such as NFS and HPE Clustered Datastores (GFS2). Local, block, LUN-per-vDisk, RBD, and cloud-scoped datastores do not expose the file browser. An online HVM Host with access to the datastore is required.

From Files, users can search the current directory, navigate into directories, upload and download files, and delete files or directories. Empty directories cannot be created directly, and files cannot be renamed, moved, copied, or edited in place.

Permissions are cumulative:

  • Infrastructure: Storage set to Read and Infrastructure: Storage Browser set to Read allow file listing and download.

  • Both permissions set to Full allow upload and deletion. Cluster-scoped access additionally requires Infrastructure: Clusters permission, and write operations require ownership of the datastore.

Warning

Deleting a directory recursively removes its contents. Confirm that no VM disk, image, active process, or required datastore artifact is in the selected path. Upload and delete operations are blocked while the datastore is in maintenance mode; browsing and download remain available.

Manage Permissions

From this view, users can manage permissions for any data store synced from integrated Clouds. This includes setting which Groups have access to the data store, and which Tenants have access. To edit data store permissions:

  • Navigate to Infrastructure > Storage > Data Stores

  • Click ACTIONS > Edit

  • Groups: Select “all” Groups or select specific Groups which should have access to the data store

  • Tenants: Primary Tenant users can opt to make the data store available to all Tenants (public visibility) or to selected Tenants (private visibility with specific Tenants selected). Subtenant users will only be able to make data stores visible to their own Tenant

  • Active: When marked, the data store is active and available for provisioning

  • Image Target: Marks the Data Store as a default image-storage target when its Data Store type supports image targets. If no Bucket, File Share, or capable Data Store is selected as the image target, uploaded images are stored locally on the appliance and available storage may be limited. Only one target should be selected for the intended Tenant scope.

  • Click SAVE CHANGES

Servers

Add Storage Server

Adding 3Par Storage Server

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the SERVERS tab, Click the + ADD button.

  4. From the ADD STORAGE SERVER wizard input the following:

    NAME

    Name of the Storage Server in HPE Morpheus Software

    TYPE

    Select 3Par

    URL

    URL Of 3Par Server Example : https://192.168.190.201:8008

    USERNAME

    Add your administrative user account.

    PASSWORD

    Add your administrative password.

  5. Select SAVE CHANGES

The 3Par Storage Server will be added and displayed in the Buckets tab. Buckets, Files Shares and Storage Groups will be synced in.

Adding Dell EMC ECS Storage Server

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the SERVERS tab, Click the + ADD button.

  4. From the ADD STORAGE SERVER wizard input the following:

    NAME

    Name of the Storage Server in HPE Morpheus Software

    TYPE

    Select Dell EMC ECS

    URL
    URL Of DELL EMC ECS Server

    Example : https://192.168.190.200:4443

    Tip

    The port 4443 is the api port for ECS api. This may be different depending on your configuration

    USERNAME

    Add your administrative user account.

    PASSWORD

    Add your administrative password.

    S3 SERVICE URL (Optional)

    Add your S3 service url Example: http://192.168.190.220:9020

    Note

    S3 SERVICE URL is not required if you are not planning on using ECS S3.

  5. Select SAVE CHANGES

The Dell EMC ECS Storage Server will be added and displayed in the Buckets tab. Buckets, Files Shares and Storage Groups will be synced in.

Adding Dell EMC Isilon Storage Server

  1. Select the Infrastructure link in the navigation bar.

  2. Select the Storage link in the sub navigation bar.

  3. In the SERVERS tab, Click the + ADD button.

  4. From the ADD STORAGE SERVER wizard input the following:

    NAME

    Name of the Storage Server in HPE Morpheus Software

    TYPE

    Select Dell EMC Isilon

    URL

    URL Of Dell EMC Isilon Server Example : https://192.168.190.202:8080

    USERNAME

    Add your administrative user account.

    PASSWORD

    Add your administrative password.

    PROVISION USER

    Select Provision User

    PROVISION GROUP

    Select Provision Group

    ROOT PATH
    Enter Root Path

    Example : \

  5. Select SAVE CHANGES

The Dell EMC Isilon Storage Server will be added and displayed in the Buckets tab. Buckets, Files Shares and Storage Groups will be synced in.

Storage Hosts

Overview

Storage Hosts represent the physical or virtual hosts that are connected to a Storage Server for the purposes of volume presentation and LUN mapping. When a storage server is integrated into HPE Morpheus Software (for example, HPE Alletra MP), the platform automatically syncs and caches the registered hosts and host sets from the storage array.

Storage Hosts are used during datastore creation and volume mapping operations to determine which hosts should have access to a particular storage volume or LUN.

Viewing Storage Hosts

  1. Navigate to Infrastructure > Storage

  2. Select the SERVERS tab

  3. Click the name of a storage server to view its detail page

  4. Select the HOSTS tab

The Hosts tab displays all hosts registered with the storage server, including:

  • Name — The host name as reported by the storage array.

  • OS — The operating system type of the host (where available).

  • WWN/IQN — Fibre Channel World Wide Names or iSCSI Qualified Names associated with the host.

  • Host Set — The host group or host set the host belongs to (if applicable).

Host Sets

Host Sets (also known as Host Groups) are logical groupings of storage hosts that share common volume access. When volumes are mapped to a Host Set, all member hosts gain access to the presented LUN.

Host Sets are synced automatically from the storage array and are used during datastore provisioning to define which group of hosts should see the new volume.

Note

Storage Hosts and Host Sets are read-only in HPE Morpheus Software and are synced from the external storage server. To add or modify hosts, use the storage array’s native management interface.

Sync Behavior

When a Storage Server is refreshed (either manually or on schedule), HPE Morpheus Software caches:

  • Hosts — Individual host registrations on the array

  • Host Sets — Grouped host definitions for multi-host volume access

These cached entries are used by the platform for volume mapping operations and datastore creation workflows.

Snapshots

Overview

Snapshots capture the state of a virtual machine’s disk(s) at a specific point in time, allowing administrators to quickly revert a VM to a previous state if needed. HPE Morpheus Software provides centralized snapshot management across clouds, supporting creation, reversion, and deletion of snapshots.

Snapshots can be managed from the server/instance detail page or from a centralized snapshots view.

Role Requirements

  • Infrastructure: Compute role permission at Full level is required to create, revert, or delete snapshots.

  • Read access allows viewing existing snapshots.

Viewing Snapshots

From a Server:

  1. Navigate to the server detail page

  2. Select the SNAPSHOTS tab

The Snapshots tab displays all snapshots for the server, including:

  • Name — Snapshot name or description

  • Date Created — When the snapshot was taken

  • Size — Disk space consumed by the snapshot

  • Status — Snapshot state (active, creating, deleting)

Creating a Snapshot

  1. Navigate to the server or instance detail page

  2. Click ACTIONS

  3. Select Snapshot

  4. In the snapshot dialog, configure:

    NAME

    A descriptive name for the snapshot.

    DESCRIPTION

    Optional notes about the snapshot’s purpose or what state it captures.

    MEMORY

    (Where supported) Include the VM’s memory state in the snapshot. This allows reverting to the exact running state.

    QUIESCE

    (Where supported) Quiesce the guest file system before taking the snapshot. This ensures application-consistent data.

  5. Click CREATE

The snapshot operation runs asynchronously. The new snapshot will appear in the Snapshots tab once complete.

Reverting to a Snapshot

  1. Navigate to the server’s SNAPSHOTS tab

  2. Click the revert icon next to the desired snapshot

  3. Confirm the revert operation

Warning

Reverting to a snapshot discards all changes made since the snapshot was taken. This includes disk writes, configuration changes, and (if memory was not captured) the running state of applications.

Deleting a Snapshot

  1. Navigate to the server’s SNAPSHOTS tab

  2. Click the delete icon next to the snapshot

  3. Confirm the deletion

Deleting a snapshot consolidates the snapshot data back into the base disk. This frees the space consumed by the snapshot delta.

Deleting All Snapshots

To remove all snapshots for a server:

  1. Navigate to the server’s SNAPSHOTS tab

  2. Click DELETE ALL

  3. Confirm the deletion

Note

Deleting all snapshots consolidates the entire snapshot chain. This operation may take time for VMs with large or numerous snapshots.

Importing Snapshots

HPE Morpheus Software can import existing snapshots from the hypervisor:

  1. Navigate to the server detail page

  2. Click ACTIONS

  3. Select Import Snapshot

  4. Select the snapshot to import from the hypervisor

  5. Click IMPORT

Creating Linked Clone Images

VMware and HVM/KVM snapshots can be registered as linked clone Virtual Images. A linked clone uses the selected snapshot as a shared backing disk instead of copying the complete source disk. This reduces provisioning time and initial storage consumption, but creates a dependency on the source VM and snapshot.

Prepare the guest before taking the snapshot. Otherwise, every VM provisioned from the linked clone can inherit the source hostname, machine identity, SSH host keys, network rules, or Windows system identity. Complete the guest preparation steps below before creating the snapshot.

  1. Prepare and shut down the source VM.

  2. On the Instance detail page, select Actions > Create Snapshot.

  3. Enter a recognizable name and create the snapshot.

  4. Select the Instance Backups tab.

  5. Locate the completed snapshot, select More, and then select Create Linked Clone.

  6. Confirm the operation.

  7. Navigate to Library ‣ Virtual Images and open the Virtual Image whose name matches the snapshot.

  8. Verify its operating system, guest customization, cloud-init or Sysprep, agent, credentials, and tenant permissions before using it in an Instance Type or provisioning workflow.

The Create Linked Clone action appears only for supported provision types and users with Snapshots: Linked Clone permission set to Full. Creating it registers a Virtual Image record; it does not create a VM. VMs are created when that Virtual Image is selected during provisioning.

Guest Preparation

Complete application installation, patching, and configuration before generalizing the guest. Do not start the source VM again between generalization and snapshot creation.

Windows

Use Sysprep to remove the source system identity and start OOBE on the first boot of each provisioned VM:

& "$env:SystemRoot\System32\Sysprep\sysprep.exe" /generalize /oobe /shutdown

After Sysprep shuts down the VM, leave it powered off and create the snapshot. On the resulting Virtual Image, enable Sysprep. For platform-specific customization behavior, including VMware Force Guest Customization, see Windows Guest Customization (Image Preparation).

Linux

For a cloud-init-enabled Linux guest, clear instance state and identifiers before shutdown. The exact files vary by distribution; the following is appropriate for current Ubuntu images:

sudo cloud-init clean --logs --machine-id
sudo rm -f /etc/ssh/ssh_host_*
sudo rm -f /etc/udev/rules.d/70-persistent-net.rules
sudo truncate -s 0 /etc/machine-id
sudo poweroff

If /var/lib/dbus/machine-id is a regular file rather than a symbolic link to /etc/machine-id, remove or empty it according to the distribution’s image-preparation guidance. Remove only persistent udev rules created for the source VM; do not remove distribution-supplied rules. Verify that cloud-init is installed and enabled, then leave Cloud Init Enabled selected on the resulting Virtual Image.

Dependencies and Limitations

  • Do not treat a linked clone as an independent image. The source VM and selected snapshot remain part of its backing chain.

  • Do not delete the backing snapshot or source VM while linked-clone VMs depend on them. HVM blocks these operations when it detects active dependents.

  • VMware linked clone images are primarily intended for rapid provisioning such as VDI pools and cannot be resized.

  • HVM linked clones require a file-based datastore and QCOW2 disks. LUN-per-vDisk storage, including HPE Alletra datastore types, does not support linked clones.

  • HVM linked clones on local storage are pinned to the source hypervisor. Host migration is not supported. HVM storage migration is not supported because the overlay depends on the original snapshot backing file.

  • Shared HVM storage avoids local-host pinning, but the backing snapshot must remain available in its original datastore.

  • Changes made to the source VM after the snapshot are not included. To publish an updated image, prepare the source again, create a new snapshot, and create a new linked clone Virtual Image.

  • Snapshot chains add storage and performance dependencies. Keep chains shallow and monitor the source datastore’s capacity and health.

API

Create a linked clone Virtual Image via the API:

  • PUT /api/instances/{instanceId}/linked-clone/{snapshotId}

  • PUT /api/servers/{serverId}/linked-clone/{snapshotId}

These endpoints register the snapshot as a linked clone Virtual Image. Provisioning a VM from the image then creates the thin overlay automatically.

Snapshot Best Practices

  • Keep snapshots short-lived — Snapshots consume increasing disk space over time as the delta grows. Delete snapshots once they are no longer needed.

  • Don’t use as backups — Snapshots are not a replacement for proper backups. They reside on the same storage as the VM and are lost if the storage fails.

  • Limit chain depth — Avoid creating deep chains of snapshots (snapshot of a snapshot). Performance degrades with chain depth.

  • Quiesce when possible — For application consistency, always quiesce the guest file system before snapshotting databases or transactional workloads.

  • Archive snapshots — Configure the default archive store (Administration > Settings > Appliance > Archive Store) if snapshots need to be stored externally.

Supported Cloud Types

Snapshot support is available on more cloud types than linked clone Virtual Image creation. Linked clone creation is supported only for VMware vSphere and HVM/KVM.

Cloud Type

Snapshot Support

Linked Clone Virtual Images

VMware vSphere

Full support including memory snapshots and quiescing

Supported

HVM/KVM

Libvirt/QEMU snapshots

Supported on file-based datastores with QCOW2 disks only; not supported on LUN-per-vDisk storage such as HPE Alletra

Nutanix AHV

Snapshots without memory state

Not supported

Azure

Managed disk snapshots

Not supported

AWS

EBS snapshots at the volume level

Not supported

Note

Some cloud types may not support all snapshot options (e.g., memory snapshots, quiescing). Unavailable options will be hidden or greyed out in the dialog.