Build an IDV image source VM

Restrictions and guidelines

• ARM hosts do not support IDV desktop images in current software version.

• Important optimizations are made for the agent component in E1006 and later versions. Therefore, after you upgrade Space Console from a version earlier than E1006 to E1006 or later, as a best practice, rebuild the IDV image source VM and publish it as a desktop image. If you do not rebuild the IDV image source VM, the new IDV image source VM functions (for example, editing an IDV image source VM) in the new versions will be unavailable.

Procedure

1. From the left navigation pane, select Images.

2. Click the Image Source VMs tab. Click the Console button in the Actions column for an image source VM to be built. The image source VM console opens.

3. Install the operating system on the image source VM:

   The Windows operating system installation procedure might vary by version. This section uses Windows 10 as an example. Install your Windows operating system as needed.

   1. If the VM is shut down, click Start on the console to start the VM.

   2. After the VM is started, the Windows installation screen opens. Select a language and other preference options, and click Next. Click Install Now to start installing the operating system.

   3. Select to accept the installation license agreements, and select the installation type Custom (Advanced).

   4. When the system prompts Where do you want to install Windows?, click Load Driver (L). The disk type is Virtio for the VM installation.

      When you are installing the VM operating system, the disks are not displayed. You must select Load Driver and display disks. Then, you can install the operating system on the specified disk.

   5. In the Load Driver dialog box that opens, click OK.

      The dialog box for selecting the driver to be installed opens according to the type of the operating system to be installed, 32-bit or 64-bit.

   6. In the dialog box, keep the Hide drivers that are not compatible with hardware on this computer option selected, select all drivers in the dialog box through pressing CTRL or Shift, and click Next.

      You must load the drivers and make sure all compatible drivers are selected in the driver dialog box. Lack of drivers will affect the proper operation of the desktop image.

   7. When the system prompts Where do you want to install Windows? again, partition the disks as needed and click Next. Wait until the operating system is installed. During the installation process, the VM might reboot several times.

   8. After the installation is completed, configure basic settings, for example, region, keyboard layout, network, and accounts. If you want to optimize the system later, you must log in as Administrator. The user set here can be only used to enter the desktop after installation. After entering the desktop, you must switch to the Administrator user.

   9. On the Settings > Accounts > Sign in with Microsoft screen, click Domain join instead in the lower left corner.

   10. After the system installation setup is completed, log in as the user of the desktop.

   11. After all system settings are completed, the Windows desktop automatically opens.

4. To switch to the Administrator user:

   1. Press Windows key + X. From the menu that opens, click Computer Management (G).

   2. On the computer management window that opens, select Local Users and Groups > Users. In the right pane of the window, right-click Administrator, select Set Password (S), and configure a password for the account. Then right-click Administrator, and select Properties (R) from the shortcut menu.

   3. On the administrator properties window that opens, clear the Account is Disabled option to enable the administrator account, and click OK.

   4. After enabling the Administrator account, restart the system. On the system user login page, select Administrator to log in without entering a password.

   5. After logging in to the desktop as the administrator, open the control panel. Click User Accounts, and then click Remove user accounts. On the Manage Accounts page that opens, select the account created when you install the system. On the Change an Account page that opens, click Delete the account.

5. Install App Center, and configure and optimize the system services. App Center is used to display the driver programs corresponding to the application center, which is to be installed and used on the cloud desktop. After the basic VM settings are completed, you must optimize the IDV client desktop operating speed and usage experience.

   When running AppCenter_Setup or H3CoptTools, the system might pop up the "Execution file read error." message. This prompt message indicates file corruption occurs during the optimization tool upload. To resolve this issue, delete the existing optimization tool on Space Console, and then reupload the optimization tool.

   1. Click Install Template Tool, and select Mount H3CoptTools.

   2. Enter the CD drive, and run the AppCenter_Setup installation package. The App Center installation dialog box opens.

   3. Click the button. Specify the App Center installation path, select the software license and services agreement, and click One-Click Installation to start installation.

   4. After the installation is completed, click Start to Use. In the dialog box that opens, enter the Space Console IP address, set the directory for downloading and backing up drivers, and click Save. Close App Center.

   5. Click Install Template Tool, and select Mount H3CoptTools. Enter the CD driver and run the optimization tool H3COptTools.

   6. Select a locale.

   7. Select an optimization template according the scenario, and click Start Scanning to scan optimization items.

   8. After the scan is completed, click OK or select expert mode. Then, select optimization items, and click Optimize Now to start optimization.

      If you build IDV image templates for 10th-generation CPU endpoints such as C5XXX and C6XXX, you do not need to select Install Device Driver when you use the optimization tool to perform the optimization.

   9. During the CAStools installation process, a dialog box will open to prompt you to restart the system. As a best practice, click OK to restart the operating system after the installation is completed to ensure that the drivers take effect.

   10. After CAStools is installed, click Close. In the IDVAgent installation wizard dialog box that opens, click Next.

   11. In the communication environment setting dialog box, enter the IP address (virtual IP address in the RBM-based hot backup scenario) or domain name (an FQDN) of the management node for Space Console, use the default port setting, and click Next.

   12. Select the target directory for IDVAgent installation, and click Install.

   13. After the IDVAgent installation is completed, click Finish.

   14. Select a disk for customizing a user profile.

       The custom user profile feature cannot be used simultaneously with user data roaming in the policy group. When customizing a user profile, ensure that the selected disk actually exists on the user endpoint or cloud desktop. Otherwise, the Windows Resource Manager (explorer.exe) might crash.

   15. In the CloudDiskClient installation wizard that opens, select an installation path, and click Install. After the installation is completed, click Finish.

   16. In the Cloud Drive: License Agreement dialog box that opens, click I Agree to enter the Cloud Drive: Installation Options dialog box. In the dialog box, select the endpoint type corresponding to the IDV image source VM, and click Install to start installation. After the installation is completed, click Close.

   17. After the optimization is completed, restart the operating system to ensure that the installed software and drivers take effect.

6. Install the required software. You can upload the required software from the APP Software tab and install the software when you build a VM image. For more information about how to upload APP software, see "APP Software."

   1. Click Install Template Tool, and then select Attach APP Software Disk. Review the information, and then click OK. You will see the mounted APP software disk after the disk is mounted successfully.

   2. Copy the software packages from the APP software disk share to the image source VM and install them.

      Before you mount the APP software disk to a Windows 7 VM, make sure the Workstation service of the Windows 7 VM is enabled. To verify the service status, navigate to Windows Task Manager > Services.

7. The IDV image source VM is completely built. You can publish the image source VM as an IDV desktop image.

   For domain users that use desktops created based on an IDV desktop image, specify a Microsoft AD server as the DNS server on the IDV endpoints to enable automatic domain assignment for the cloud desktops. If trust domain configuration is enabled on the domain control server, specify the trust domain IP as the backup DNS server IP address. For more information about enabling trust domain configuration, see " Configure LDAP authentication."