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Step-by-Step Guide to Getting Started with
Hyper-V
Microsoft Corporation
Published: December 2007
Author: Kathy Davies
Editor: Ron Loi
Abstract
This guide helps you become familiar with Hyper-V™ by providing instructions on installing this
new technology and creating a virtual machine.
Copyright Information
This document supports a preliminary release of a software product that may be changed
substantially prior to final commercial release, and is the confidential and proprietary information
of Microsoft Corporation. It is disclosed pursuant to a non-disclosure agreement between the
recipient and Microsoft. This document is provided for informational purposes only and Microsoft
makes no warranties, either express or implied, in this document. Information in this document,
including URL and other Internet Web site references, is subject to change without notice. The
entire risk of the use or the results from the use of this document remains with the user. Unless
otherwise noted, the example companies, organizations, products, domain names, e-mail
addresses, logos, people, places, and events depicted herein are fictitious, and no association
with any real company, organization, product, domain name, e-mail address, logo, person, place,
or event is intended or should be inferred. Complying with all applicable copyright laws is the
responsibility of the user. Without limiting the rights under copyright, no part of this document
may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or
by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any
purpose, without the express written permission of Microsoft Corporation.
Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual
property rights covering subject matter in this document. Except as expressly provided in any
written license agreement from Microsoft, the furnishing of this document does not give you any
license to these patents, trademarks, copyrights, or other intellectual property.
© 2007 Microsoft Corporation. All rights reserved.
Microsoft, Hyper-V, and Windows Server are either registered trademarks or trademarks of
Microsoft Corporation in the United States and/or other countries.
This product contains graphics filter software; this software is based, in part, on the work of the
Independent JPEG Group.
All other trademarks are property of their respective owners.
Contents
Step-by-Step Guide to Getting Started with Hyper-V......................................................................1
Abstract....................................................................................................................................1
Copyright Information......................................................................................................................2
Contents.......................................................................................................................................... 3
Step-by-Step Guide to Getting Started with Hyper-V......................................................................5
In this guide.................................................................................................................................5
Requirements for Hyper-V...........................................................................................................5
Hardware Requirements and Known Issues............................................................................5
Step 1: Install Hyper-V.................................................................................................................5
Step 2: Create and set up a virtual machine................................................................................6
Step 3: Install the operating system and integration services......................................................7
Step-by-Step Guide to Getting Started with
Hyper-V
Hyper-V™ is a new role in Windows Server® 2008 that provides you with the tools and services
you can use to create a virtualized server computing environment. This guide introduces Hyper-V
by providing instructions for installing this role and configuring a virtual machine for testing
purposes.
In this guide
Requirements for Hyper-V
Step 1: Install Hyper-V
Step 2: Create and set up a virtual machine
Step 3: Install the operating system and integration services
Requirements for Hyper-V
Hyper-V has specific hardware and software requirements. The use of this release is limited to
specific test environments. The usage limitations are disclosed in the End-User License
Agreement, which you must accept to install Hyper-V.
Hardware Requirements and Known Issues
Hyper-V requires an x64-based processor, hardware-assisted virtualization, and hardware data
execution protection. Hardware requirements and known issues are included in the release notes.
We recommend that you review the release notes before you install Hyper-V.
To download Release Notes for this Release of Hyper-V, see http://go.microsoft.com/fwlink/?
LinkId=98821. To review the release notes, see http://go.microsoft.com/fwlink/?LinkId=102060.
Step 1: Install Hyper-V
You can use Server Manager to install Hyper-V.
To install Hyper-V
1. Click Start, and then click Server Manager.
2. In the Roles Summary area of the Server Manager main window, click Add Roles.
3. On the Select Server Roles page, click Hyper-V.
4. On the Create Virtual Networks page, click one or more network adapters if you
want to make their network connection available to virtual machines.
5
5. On the Confirm Installation Selections page, click Install.
6. The computer must be restarted to complete the installation. Click Close to finish the
wizard, and then click Yes to restart the computer.
7. After you restart the computer, log on with the same account you used to install the
role. After the Resume Configuration Wizard completes the installation, click Close to
finish the wizard.
Step 2: Create and set up a virtual machine
After you have installed Hyper-V, you can create a virtual machine and set up an operating
system on the virtual machine.
Before you create the virtual machine, you may find it helpful to consider the following questions.
You can provide answers to the questions when you use the New Virtual Machine Wizard to
create the virtual machine.
• Is the installation media available for the operating system you want to install on the
virtual machine? You can use physical media, a remote image server, or an .ISO file. The
method you want to use determines how you should configure the virtual machine.
• How much memory will you allocate to the virtual machine?
• Where do you want to store the virtual machine and what do you want to name it?
To create and set up a virtual machine
1. Open Hyper-V Manager. Click Start, point to Administrative Tools, and then click
Hyper-V Manager.
2. From the Action pane, click New, and then click Virtual Machine.
3. From the New Virtual Machine Wizard, click Next.
4. On the Specify Name and Location page, specify what you want to name the virtual
machine and where you want to store it.
5. On the Memory page, specify enough memory to run the guest operating system you
want to use on the virtual machine.
6. On the Networking page, connect the network adapter to an existing virtual network
if you want to establish network connectivity at this point.
Note
If you want to use a remote image server to install an operating system on your test
virtual machine, select the external network.
7. On the Connect Virtual Hard Disk page, specify a name, location, and size to
create a virtual hard disk so you can install an operating system on it.
8. On the Installation Options page, choose the method you want to use to install the
operating system:
• Install an operating system from a boot CD/DVD-ROM. You can use either
physical media or an image file (.iso file).
6
• Install an operating system from a boot floppy disk.
• Install an operating system from a network-based installation server. To use this
option, you must configure the virtual machine with a network adapter connected to
the same network as the image server.
9. Click Finish.
After you create the virtual machine, you can start the virtual machine and install the operating
system.
Step 3: Install the operating system and
integration services
In the final step of this process, you connect to the virtual machine to set up the operating system.
As part of the setup, you install a software package that improves integration between the
virtualization server and the virtual machine.
Note
The instructions in this step assume that you specified the location of the installation
media when you created the virtual machine. The instructions also assume that you are
installing an operating system for which integration services are available.
To install the operating system and integration services
1. From the Virtual Machines section of the results pane, right-click the name of the
virtual machine you created in step 2 and click Connect. The Virtual Machine Connection
tool will open.
2. From the Action menu in the Virtual Machine Connection window, click Start.
3. Proceed through the installation.
Notes
• When you are at the point where you need to provide input to complete the
process, move the mouse cursor over the image of the setup window. After the
mouse pointer changes to a small dot, click anywhere in the virtual machine window.
This action "captures" the mouse so that keyboard and mouse input is sent to the
virtual machine. To return the input to the physical computer, press Ctrl-Alt-Left arrow
and then move the mouse pointer outside of the virtual machine window.
• After the operating system is set up, you are ready to install the integration
services. From the Action menu of Virtual Machine Connection, click Insert
Integration Services Setup Disk. If Autorun does not start the installation
automatically, you can start it manually. From a command prompt, type:
%windir%supportamd64setup.exe.
After you have completed the setup and integration services are installed, you can proceed to test
the virtual machine by customizing it to suit your testing goals. For example, you can view or
modify the virtual hardware that is configured for the virtual machine. From the Virtual Machines
7
pane, right-click the name of the virtual machine you created in step 3 and click Settings. From
the Settings window, click the name of the hardware to view or change it.
8

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Get Started with Hyper-V in 40 Steps

  • 1. Step-by-Step Guide to Getting Started with Hyper-V Microsoft Corporation Published: December 2007 Author: Kathy Davies Editor: Ron Loi Abstract This guide helps you become familiar with Hyper-V™ by providing instructions on installing this new technology and creating a virtual machine.
  • 2. Copyright Information This document supports a preliminary release of a software product that may be changed substantially prior to final commercial release, and is the confidential and proprietary information of Microsoft Corporation. It is disclosed pursuant to a non-disclosure agreement between the recipient and Microsoft. This document is provided for informational purposes only and Microsoft makes no warranties, either express or implied, in this document. Information in this document, including URL and other Internet Web site references, is subject to change without notice. The entire risk of the use or the results from the use of this document remains with the user. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Hyper-V, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. This product contains graphics filter software; this software is based, in part, on the work of the Independent JPEG Group. All other trademarks are property of their respective owners.
  • 3. Contents Step-by-Step Guide to Getting Started with Hyper-V......................................................................1 Abstract....................................................................................................................................1 Copyright Information......................................................................................................................2 Contents.......................................................................................................................................... 3 Step-by-Step Guide to Getting Started with Hyper-V......................................................................5 In this guide.................................................................................................................................5 Requirements for Hyper-V...........................................................................................................5 Hardware Requirements and Known Issues............................................................................5 Step 1: Install Hyper-V.................................................................................................................5 Step 2: Create and set up a virtual machine................................................................................6 Step 3: Install the operating system and integration services......................................................7
  • 4. Step-by-Step Guide to Getting Started with Hyper-V Hyper-V™ is a new role in Windows Server® 2008 that provides you with the tools and services you can use to create a virtualized server computing environment. This guide introduces Hyper-V by providing instructions for installing this role and configuring a virtual machine for testing purposes. In this guide Requirements for Hyper-V Step 1: Install Hyper-V Step 2: Create and set up a virtual machine Step 3: Install the operating system and integration services Requirements for Hyper-V Hyper-V has specific hardware and software requirements. The use of this release is limited to specific test environments. The usage limitations are disclosed in the End-User License Agreement, which you must accept to install Hyper-V. Hardware Requirements and Known Issues Hyper-V requires an x64-based processor, hardware-assisted virtualization, and hardware data execution protection. Hardware requirements and known issues are included in the release notes. We recommend that you review the release notes before you install Hyper-V. To download Release Notes for this Release of Hyper-V, see http://go.microsoft.com/fwlink/? LinkId=98821. To review the release notes, see http://go.microsoft.com/fwlink/?LinkId=102060. Step 1: Install Hyper-V You can use Server Manager to install Hyper-V. To install Hyper-V 1. Click Start, and then click Server Manager. 2. In the Roles Summary area of the Server Manager main window, click Add Roles. 3. On the Select Server Roles page, click Hyper-V. 4. On the Create Virtual Networks page, click one or more network adapters if you want to make their network connection available to virtual machines. 5
  • 5. 5. On the Confirm Installation Selections page, click Install. 6. The computer must be restarted to complete the installation. Click Close to finish the wizard, and then click Yes to restart the computer. 7. After you restart the computer, log on with the same account you used to install the role. After the Resume Configuration Wizard completes the installation, click Close to finish the wizard. Step 2: Create and set up a virtual machine After you have installed Hyper-V, you can create a virtual machine and set up an operating system on the virtual machine. Before you create the virtual machine, you may find it helpful to consider the following questions. You can provide answers to the questions when you use the New Virtual Machine Wizard to create the virtual machine. • Is the installation media available for the operating system you want to install on the virtual machine? You can use physical media, a remote image server, or an .ISO file. The method you want to use determines how you should configure the virtual machine. • How much memory will you allocate to the virtual machine? • Where do you want to store the virtual machine and what do you want to name it? To create and set up a virtual machine 1. Open Hyper-V Manager. Click Start, point to Administrative Tools, and then click Hyper-V Manager. 2. From the Action pane, click New, and then click Virtual Machine. 3. From the New Virtual Machine Wizard, click Next. 4. On the Specify Name and Location page, specify what you want to name the virtual machine and where you want to store it. 5. On the Memory page, specify enough memory to run the guest operating system you want to use on the virtual machine. 6. On the Networking page, connect the network adapter to an existing virtual network if you want to establish network connectivity at this point. Note If you want to use a remote image server to install an operating system on your test virtual machine, select the external network. 7. On the Connect Virtual Hard Disk page, specify a name, location, and size to create a virtual hard disk so you can install an operating system on it. 8. On the Installation Options page, choose the method you want to use to install the operating system: • Install an operating system from a boot CD/DVD-ROM. You can use either physical media or an image file (.iso file). 6
  • 6. • Install an operating system from a boot floppy disk. • Install an operating system from a network-based installation server. To use this option, you must configure the virtual machine with a network adapter connected to the same network as the image server. 9. Click Finish. After you create the virtual machine, you can start the virtual machine and install the operating system. Step 3: Install the operating system and integration services In the final step of this process, you connect to the virtual machine to set up the operating system. As part of the setup, you install a software package that improves integration between the virtualization server and the virtual machine. Note The instructions in this step assume that you specified the location of the installation media when you created the virtual machine. The instructions also assume that you are installing an operating system for which integration services are available. To install the operating system and integration services 1. From the Virtual Machines section of the results pane, right-click the name of the virtual machine you created in step 2 and click Connect. The Virtual Machine Connection tool will open. 2. From the Action menu in the Virtual Machine Connection window, click Start. 3. Proceed through the installation. Notes • When you are at the point where you need to provide input to complete the process, move the mouse cursor over the image of the setup window. After the mouse pointer changes to a small dot, click anywhere in the virtual machine window. This action "captures" the mouse so that keyboard and mouse input is sent to the virtual machine. To return the input to the physical computer, press Ctrl-Alt-Left arrow and then move the mouse pointer outside of the virtual machine window. • After the operating system is set up, you are ready to install the integration services. From the Action menu of Virtual Machine Connection, click Insert Integration Services Setup Disk. If Autorun does not start the installation automatically, you can start it manually. From a command prompt, type: %windir%supportamd64setup.exe. After you have completed the setup and integration services are installed, you can proceed to test the virtual machine by customizing it to suit your testing goals. For example, you can view or modify the virtual hardware that is configured for the virtual machine. From the Virtual Machines 7
  • 7. pane, right-click the name of the virtual machine you created in step 3 and click Settings. From the Settings window, click the name of the hardware to view or change it. 8