After you install the guest agent and software bootstrap agent onto your reference machine, you turn your reference machine into a template that vRealize Automation architects can use to create clone machine blueprints.

After you convert your reference machine to a template, you cannot edit or power on the template unless you convert it back to a virtual machine.


  1. Log in to your reference machine as the root user and prepare the machine for conversion.
    1. Remove udev persistence rules.
      /bin/rm -f /etc/udev/rules.d/70*
    2. Enable machines cloned from this template to have their own unique identifiers.
      /bin/sed -i '/^\(HWADDR\|UUID\)=/d'
    3. If you rebooted or reconfigured the reference machine after installing the software bootstrap agent, reset the agent.
    4. Power down the machine.
      shutdown -h now
  2. Log in to the vSphere Web Client as an administrator.
  3. Right-click your reference machine and select Edit Settings.
  4. Enter cpb_centos_63_x84 in the VM Name text box.
  5. Even though your reference machine has a CentOS guest operating system, select Red Hat Enterprise Linux 6 (64-bit) from the Guest OS Version drop-down menu.

    If you select CentOS, your template and customization specification might not work as expected.

  6. Right-click your reference machine in the vSphere Web Client and select Template > Convert to Template.


vCenter Server marks your cpb_centos_63_x84 reference machine as a template and displays the task in the Recent Tasks pane. If you have already brought your vSphere environment under vRealize Automation management, your template is discovered during the next automated data collection. If you have not configured your vRealize Automation yet, the template is collected during that process.