(See also Using Workspot Templates.)
Open Control. After login in, you will be presented to the Dashboard. You can always access this Dashboard by Clicking on the Control Workspot Logo. This shows you your current licensing.
To manage your templates, go to Setup:
Click on your cloud subscription name
Click on the “Build Template” button.
You will be presented with a form. Fill out the form by using the dropdown options and the browse and select buttons as such (Note: All fields marked with an asterisk * are required fields):
Region: in this field you will select the VDI subnet that was created for your machines, it will look something like this:
OS Type: Here you select whether you are creating a Windows Desktop VM or a Windows Server to be used with RD Pools.
Image: Here you select the version of Windows 10 you want to create:
Template Name: This is only shown to Control Administrators, you can name your template anything you want to help you identify what the template is for, also, make sure that this field is only 15 characters in length, it is alphanumeric, and you can use hyphens (-). Workspot’s recommendation for naming templates is using this format:
W102004-MMDDYY
W10 = Windows10
2004 = version of Windows
MMDDYY = Date the template was created (i.e. 101122)
Template VM: In this section you have the option to select the time of golden image you want to create. Is this a standard VM, is this a GPU VM. Can you work with a 128GB Disk, or will your installation software require a bigger disk (256GB). A very important thing to note here is that the size of the VM is not as important a the disk size. What do you mean? You may ask. Well, if you create a 128GB Disk, you can create VDIs with that same disk size or bigger. The Workspot agent will automatically increase the disk in the OS to match what you have provisioned. However, if you create a 256GB template VM, you will not be able to provision VMs with 128 GB in disk size. You can always go up, but no down. Now, regarding the resources for your VDI, you can select a template with 2 cores and 7GB RAM, and you can provision any size VM you’d like as long as the Disk size is either the same or bigger.
Notes: This field is optional; however, this is the only time you get a chance to add notes for this template. Notes could be anything that helps you Identify this template, who was this template built for, who will use it, what software is in this template, etc. The only other time you get to add notes, its when you clone the template. Just keep that in mind.
Setup Domain Join: if this option is checked, then upon creating the template as you will see shortly, you can enter the information needed to create and automatically join your VDIs to your domain upon provisioning. If this option is unchecked, the VDI will still provision, but will not join them to the domain.
Click the “Create Template” button: if the option to Setup Domain Join was selected, another window will pop up.
Here you will fill in the blanks:
Machine Object:
Domain Join: is your company’s domain name (i.e. example.com)
Destination OU: this is the OU you will placed your provisioned VDIs, and this field has to be in a DN (Distinguished Name) format, and cannot include spaces between the commas (i.e. OU=WorkspotCloudDesktops,DC=example,DC=com)
Domain Join Account
Domain: this is again your company’s domain (i.e. example.com)
User Name: this is the domain join username you created to be used by Workspot. This field is then passed down to the Agent which it will use this information to join your VDIs automatically upon provisioning.
Password: this is the password you created for the domain join account.
Confirm Password: enter the password above again.
Once all the fields are completely filled out, and you click ok. The last step in the Template creation is to create a Local Admin account. This is the account you will use to connect to your template and make changes, install software, etc. (NOTE: Very important. You should NEVER join template VMs to the domain. This will cause a lot of errors and failures when you provision your VDI’s. hence the reason we create a local admin account)
User Name: create a username other than Administrator for your template VM.
Password: create a password that is complex, alphanumeric, more than 8 characters in length and special characters.
Confirm Password: re-enter the same password as above, and click OK. This will begin the process of creating your Template VM.
Once the template VM is created, and the status changes from Provisioning to Draft, you can now RDP to your Template VM and begin installing your software.