Thank you for your feedback.
Form temporarily unavailable. Please try again or contact to submit your comments.

Cloud Management setup guide for VMware

Log in to subscribe to topics and get notified when content changes.

Cloud Management setup guide for VMware

To set up Cloud Management, perform the procedures in this setup guide. Be sure to perform the procedures in order.

Subscribe to Cloud Management and request plugin activation

The Cloud Management application is available as a separate subscription and requires the Cloud Management plugin ( See Subscribe to Cloud Management and request plugin activation.

Roles required to set up Cloud Management

  • Operations in the VMware Console require the administrator role.
  • Operations in Cloud Management require the sn_cmp.cloud_admin role.

About terms that Cloud Management uses

Cloud providers often use proprietary names for account and credential settings. Because the Cloud Management application supports several cloud providers, Cloud Management uses general-purpose names for the settings (this documentation calls your attention to such names).

Quick overview of the setup process

Your setup process includes these tasks:
  • Assign appropriate roles to cloud users.
  • Set up the MID Servers that will handle secure communications with the provider API endpoints.
  • On the provider portal, collect your account settings and the credentials that the Discovery process will use (through a MID Server) to access your provider accounts. Securely save the account settings and credentials in Cloud Management.
  • Specify policies and update quotas for users and groups to constrain resource allocation, usage, and costs.
  • The AWS Config, Azure Alert, and VMware Events services integrate directly with Cloud Management. Configure the provider service to auto-update the CMDB whenever Cloud Management makes a configuration or create/modify/terminate life cycle change to a resource.
  • Cloud Management uses CMDB data to help users request and manage cloud resources and to help you manage your cloud environment. To populate the CMDB with resource data for all datacenters, you manually run the Discovery process. Then, to ensure that the data continues to be updated, you configure Discovery to run on a regular schedule.

What you will do to integrate Cloud Management with your VMware cloud accounts

Detailed instructions for each procedure follow this overview.

1. Assign roles to VMware users in Cloud Management
You assign Cloud Management roles to user groups and to individual users based on user activity and responsibility.
2. Set up MID Servers to connect Cloud Management to a VMware service account
To ensure secure and reliable communications, the Discovery process communicates with your cloud provider accounts and cloud resources through one or more MID Servers. You can set up the MID Servers on your network or in one of your cloud networks.
Note: Data is encrypted to the MID Server and from the MID Server to the API endpoint. To ensure high performance and security, you should configure one or more MID Servers for each LDC under management. Configure the MID Servers even if you have already configured other MID Servers while setting up Cloud Management for another cloud provider.
3. Create the credential and cloud service account that will access your VMware data
To securely access resource data on your VMware account, the Discovery process must present appropriate VMware user credentials. To make the credentials available to Discovery, you first create an account in vCenter and then securely store the credentials in your instance. A cloud service account holds the credential and account information that you created in your provider account. Discovery uses the information to access your provider account to obtain information on each logical datacenter (LDC) that is associated with the account.
4. Run Discovery on a VMware cloud service account
Discovery uses the information in the cloud service account to identify all logical datacenters (LDCs) associated with the provider account.
5. Set up Cloud Management cloud accounts for VMware
A Cloud Management cloud account is a logical representation in Cloud Management of your managed cloud infrastructure. You can associate a Cloud Management cloud account with one or more logical datacenters (LDCs) at one or more provider accounts — even including LDCs from disparate provider.
6. Set capacity limits on VMware cloud resources
Capacity limits place restrictions for a logical datacenter on the attributes of cloud resources such as the number of virtual machines, virtual CPUs, or aggregate storage. You can set limits on resources separately for each logical datacenter (LDC) in a Cloud Management cloud account.
7. Configure the VMware Events service to auto-update the CMDB
The VMware Events service can auto-update the CMDB whenever a VMware resource on a vCenter experiences a configuration change or a change in life cycle state. As a result, the CMDB is updated between Discovery runs.

VMware prerequisites

  • Enterprise or Enterprise Plus Edition 5.5 or newer.
  • Enable the vSphere environment for Distributed Resource Scheduling (DRS).
  • Place datastores under Storage DRS.
When provisioning Windows virtual machines, read and modify the named customization specifications.
ESXi hosts
If the IP address of a virtual machine is set manually using a script or post-init scripts run on the VM, then you must allow HTTPS traffic between the MID Server and the ESXi host for the VM.
Enable NTP time sync. Enable the NTP client for the hypervisor on the vSphere web client. See the vSphere documentation for more information.
vCenter server requirements
vCenter 5.5 or 6.0 Standard or Foundation edition.
vCenter access requirements
Minimum permissions for the user that connects to vSphere through the instance:
  • Datastore: All
  • Datastore Cluster: All
  • Folder: Create, Delete
  • Global: Cancel task, License
  • Host > Local operations: Create/Delete/Reconfigure virtual machines
  • Profile-driven storage: All
  • Network: Assign network
  • Resource: Apply recommendation; Create/Modify/Assign/Remove virtual machines.
  • Virtual machines: All
vCenter credentials

Next steps

When you have finished all procedures in this setup guide, see the Cloud Management administration guide for information on using Cloud Management in your organization.