The entire process of creating and managing storage policies typically includes several steps. Whether you must perform a specific step might depend on the type of storage or data services that your environment offers.

  1. If you use storage policies with storage providers, verify that an appropriate storage provider is registered. Entities that require storage providers include Virtual SAN, Virtual Volumes, and I/O filters that provide additional software data services to virtual machines.

    See Using Storage Providers.

  2. Apply storage tags to datastores. See Assign Tags to Datastores.

  3. Create storage policies by defining requirements for applications that run on a virtual machine. See Define a Storage Policy for a Virtual Machine.

  4. Apply the VM storage policy to a virtual machine. You can apply the storage policy when deploying the virtual machine or configuring its virtual disks. See Assign Storage Policies to Virtual Machines.

  5. Change the storage policy for virtual machine home files or virtual disks. See Change Storage Policy Assignment for Virtual Machine Files and Disks.

  6. Verify that virtual machines and virtual disks use datastores that are compliant with the assigned storage policy. See Check Compliance for a VM Storage Policy.