---
title: "Auto Discovery: Configure Virtual Machines"
slug: "auto-discovery-configure-virtual-machines"
updated: 2023-04-18T18:41:06Z
published: 2023-04-18T18:41:06Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zpesystems.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto Discovery: Configure Virtual Machines

Virtual Machines which are managed by VMWare vCenter or run on ESXi can be discovered and managed directly on Nodegrid. The process will regularly scan vCenter or the ESXi host and detect newly added Virtual Machines. The virtual machines can be added as type virtual_console_vmware or virtual_serial_port.

**NOTE**The free version of ESXi is not supported.

### Step 1 – Create a Template Device

The device must be created first. In this process, only enter the details listed.

1. Go to *Managed Devices :: Devices*.
2. Click **Add.**
3. On *Add* dialog, enter **Name** (of the template).
4. On **Type** drop-down, select **virtual_console_vmware**
5. Enter **IP Address**, enter **127.0.0.1**
6. Enter**Username**, **Password** and **Confirm Password.**Alternatively, select **Ask During Login** checkbox (user credentials are entered during login).
7. Select **Mode Disabled** checkbox (ensures device is not displayed on *Access*page).
8. Click **Save**.

#### CLI Procedure

1. Go to /settings/devices
2. Use the add command to create a new device.
3. Use the set command to define the following settings:  
name  
type (virtual_console_vmware)  
ip_address as 127.0.0.1  
set mode to disabled
4. Save the changes with commit.

```none
[admin@nodegrid /]# cd /settings/devices
[admin@nodegrid devices]# add
[admin@nodegrid {devices}]# set name=Virtual_Machine_Template
[admin@nodegrid {devices}]# set type=virtual_console_vmware
[admin@nodegrid {devices}]# set ip_address=192.168.2.151
[admin@nodegrid {devices}]# set mode=disabled
[admin@nodegrid {devices}]# commit
```

### Step 2 – Create a Discovery Rule

1. Go to *Managed Devices :: Auto Discovery :: Discovery Rules*.
2. Click **Add**.
3. On *Add*dialog, enter **Rule Name.**
4. On **Status** drop-down, select an item (Enabled, Disabled).
5. In *Discovery Method* menu, select **VM Manager.**
6. (optional) To filter the scan, enter **Datacenter** and **Cluster.**
7. (optional) In *Host or VM Identifier* menu, enter parameter to further filter (if provided, part of port name must match value).
8. On **Action** drop-down, select what to do when a new device is discovered - Clone (Mode: Enabled), Clone (Mode: On-Demand), Clone (Mode: Discovered), Discard Discovered Devices.
9. On **Clone from** drop-down, select the template device created earlier.
10. Click **Save**.

#### CLI Procedure

1. Go to /settings/auto_discovery/discovery_rules/
2. Use the add command to create a Discovery Rule.
3. Use the set command to define the following settings:  
rule_name for the Discovery Rule  
status for the discovered rule (enabled, disabled)  
method set to vm_manager  
Use datacenter and cluster to define filters based on Data Center and or Cluster  
host_identifier parameter (apply as a filter) (If a value is provided, part of the port name must match the value.)
4. For action (enter action taken when a new device is discovered) (clone_mode_enabled, clone_mode_on-demand, clone_mode_discovered, discard_device).
5. clone_from (template device created earlier).
6. Save the changes with commit.

```none
[admin@nodegrid /]# cd /settings/auto_discovery/discovery_rules/
[admin@nodegrid discovery_rules]# add
[admin@nodegrid {discovery_rules}]# set rule_name=Virtual_Machine
[admin@nodegrid {discovery_rules}]# set status=enabled
[admin@nodegrid {discovery_rules}]# set method=vm_manager
[admin@nodegrid {discovery_rules}]# set action=clone_mode_enabled
[admin@nodegrid {discovery_rules}]# set clone_from=Vitual_Machine_Template
[admin@nodegrid {discovery_rules}]# commit
```

### Step 3 – Define a VM Manager

1. Go to *Managed Devices :: Auto Discovery :: VM Managers*.
2. Click **Add**.
3. On *Add*dialog, on **VM Server**, enter the vCenter/ESXi IP or FQDN.
4. Enter **Username.**
5. On **Virtualization Type** drop-down, select **VMware.**
6. Enter **Password** and **Confirm Password.**
7. Enter **HTML console port** (if needed).
8. Click **Save**.

The Nodegrid Platform connects to the vCenter or ESXi system.

This process takes several minutes.

#### CLI Procedure

1. Go to /settings/auto_discovery/vm_managers/
2. Use the add command to create a VM Manager.
3. Use the set command to define the following settings:  
vm_server (vCenter/ESXi IP or FQDN)  
Define username and password  
Adjust the html_console_port (if needed)
4. Save the changes with commit.

```none
[admin@nodegrid /]# cd /settings/auto_discovery/vm_managers/
[admin@nodegrid vm_managers]# add
[admin@nodegrid {vm_managers}]# set vm_server=vCenter
[admin@nodegrid {vm_managers}]# set username=admin
[admin@nodegrid {vm_managers}]# set password=password
[admin@nodegrid {vm_managers}]# commit
```

The Nodegrid Platform connects to the vCenter or ESXi system.

This process takes several minutes.

### Step 4 – Enable Discover Virtual Machines

1. Click on the newly created and connected VM Manager.
2. Select **Discover Virtual Machines** checkbox.
3. On **Discovery Polling Interval (minutes)**, enter a value.
4. Click **Save**.

#### CLI Procedure

1. Log into the newly created VM Manager
2. Enable Discover Virtual Machines option.
3. Define the Data Center and Discovery Polling Interval.
4. Save the changes with commit.

```none
[admin@nodegrid 192.168.2.217]# set html_console_port=7331,7343
[admin@nodegrid 192.168.2.217]# set discover_virtual_machines=yes
[admin@nodegrid 192.168.2.217]# set interval_in_minutes=15
[admin@nodegrid 192.168.2.217]# set discovery_scope=Demo-DC!
[admin@nodegrid 192.168.2.217]# commit
```
