Hyper-V#

The steps below are for MS Windows Server with Hyper-V (Generation 1).

Requirements#

Download the install file#

Download for your release from the New Installation folder on the client portal.

automate-hyper-<version>.zip containing:

  • .vhdx file

  • Platform install .iso

  • Automate .template

Note

The following procedure utilises Hyper-V Manager

Prepare the OS Disk#

Copy the .vhdx file to the Hyper-V Settings/Virtual Hard Disks location of your choice.

  • For a Single Unified Node rename the disk to your requirements.

  • For a Modular Deployment, an example using 2 Application nodes and 3 Database Nodes is shown:

    Copy .vhdx file for each node and name it to your requirements, e.g.:

    • C:\Users\Administrator\Virtual Disks\automate-app-1\automate-os-disk-app-1.vhdx

    • C:\Users\Administrator\Virtual Disks\automate-app-2\automate-os-disk-app-2.vhdx

    • C:\Users\Administrator\Virtual Disks\automate-db-1\automate-os-disk-db-1.vhdx

    • C:\Users\Administrator\Virtual Disks\automate-db-2\automate-os-disk-db-2.vhdx

    • C:\Users\Administrator\Virtual Disks\automate-db-3\automate-os-disk-db-3.vhdx

Create the VM#

  1. In Hyper-V Manager, go to New > Virtual Machine

  2. Specify Name and Location: Assign a suitable name to the VM.


    • image1


  3. Specify Generation: Select Generation 1


    • image2

  4. Assign Memory: 32768 MB


    • image3


  5. Configure Networking: Select the required Virtual Switch


    • image4


  6. Connect Virtual Hard Disk:

    • Select Use an existing virtual hard disk and select the .vhdx file

    • Click Finish

Configure the VM#

  1. Right-click the VM in the list > Settings

  2. Attach the Platform install .iso to IDE Controller 1


    • image5

Add the required disks#

The screenshot example below is for the application disk.

  1. Add the system/application disk. Right-click VM > Settings.

  2. Select SCSI Controller > Hard Drive > Add


    ../../../_images/bad6a9f2-08bf-480f-8cbc-5065b0c97421.png
  3. Select New

    image6

    • Format Type: VHDX

      ../../../_images/0efd1632-baba-4a82-bd2a-a1abcd3852d9.png
    • Disk Type: Fixed Size

      ../../../_images/ac93f0b7-6438-47b8-80e1-5c50c4c94409.png
    • Name and Location

      ../../../_images/119b3495-f09b-471a-9273-05fa79a63318.png
    • Disk Size

      ../../../_images/fdae9a12-19c8-400e-ae8d-96abc9aefec1.png

Reference: Disk configurations for deployment types#

Single Unified Node#

Application Disk:

Location 0:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-02-app-disk

  • Configure Disk: Size: 50GB

Backup Disk:

Location 1:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-03-backup-disk

  • Configure Disk: Size: 50GB

Database Disk:

Location 2:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-04-database-disk

  • Configure Disk: Size: 250GB

Insights Disk:

Location 3:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-05-insights-disk

  • Configure Disk: Size: 70GB

Modular - Application Node#

Application Disk:

Location 0:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-02-app-disk

  • Configure Disk: Size: 50GB

Modular - Database Node#

Application Disk:

Location 0:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-02-app-disk

  • Configure Disk: Size: 50GB

Backup Disk:

Location 1:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-03-backup-disk

  • Configure Disk: Size: 50GB

Database Disk:

Location 2:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-04-database-disk

  • Configure Disk: Size: 250GB

  • Insights Disk:

Location 3:

  • Choose Disk Format: VHDX

  • Choose Disk Type: Fixed Size

  • Specify Name and Location:

    • Name: give it an appropriate name. Example: automate-05-insights-disk

  • Configure Disk: Size: 70GB

Configure the total processors#

Set the number of virtual processors to 4

../../../_images/87a93af7-c2b3-4418-8a91-7affefae6f6a.png

Connect and start the VM#

  • The VM will take a while to boot up.

../../../_images/f089d835-85e7-46eb-89cd-1c074d3f4928.png

Next steps: Step 2: Run the installation wizard on the VM.