This topic will show you how to associate virtual machines to host servers using the Virtualization Flexible Asset to provide a snapshot of a virtualized environment.


  • Add the virtual machines and host servers as configurations.


Follow the instructions below to record information that will help you manage and troubleshoot the hypervisor and virtual machines.

  1. Navigate to the organization you are onboarding.
  2. Click on Virtualization in the left sidebar and then on the + New button in the top-right corner.


  3. In the Create Virtualization screen, complete each of the below fields:
    • Office Location - Tag the location of the server.
    • Virtualization Technology - Select either VMware or Microsoft Hyper-V.
    • Virtualization Hosts - Tag the host servers you created further above.
    • Embed any local server passwords to the relevant configurations if the servers are not members of AD.
    • Virtual Machines - Tag the virtual machines you created further above.
  4. Click Save.
  5. Use the Attachments and Related Items sections to add long form documentation. Consider creating a document with advanced configuration details or adding new fields to the flexible asset to record additional details, such as:
    • File path to directory of virtual machines
    • Any extra setup and install logs to the asset
    • Supporting documents to detail usage, configuration, or capacity planning
    • Storage information if separate

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