Create a Resource Pool

1. In the navigation pane, choose Cloud Operations Center > Resource Pool and click Create Resource Pool.
2. Enter a Name and Description that identify the pool and its intended use.
3. To grant organizations access during creation, select them in Bind Organizations. Only top-level organizations can be associated directly, and you can select more than one. Subordinate organizations inherit access from their top-level organization. You can also leave this setting empty and configure associations after creation.
4. Select the Cloud Account corresponding to the target ZSphere environment and the Data Center.
5. Under Resource selection, choose the resource scope.

   Option	Description
   All resources	Includes the current clusters, hosts, distributed port groups, and data stores in the data center. Use this option when you do not need to further divide the current resource scope.
   Specific resources	Select the cluster scope and configure usage rules separately for hosts, distributed port groups, and data stores. Use this option to restrict the resource scope or set selection preferences.

   If you select Specific resources, configure the rules as described in the next section. After changing the management node, data center, or cluster scope, check your resource selections again.

6. Under Resource scope, review the hosts, networks, root disk storage, and data disk storage. If a message indicates conflicting rules or no available resources, adjust the corresponding rules first.
7. Verify the name, environment, organizations, and resource scope, then click Confirm Creation.
8. Return to the resource pool list and click the new pool's name. Check its management node, data center, and associated organizations, and review the scope on each resource tab.

Define Resource Usage Rules

After selecting Specific resources, first choose the cluster scope, then configure the rules below. Resources of the same type can be selected in groups. When selecting data stores, distinguish between root disk and data disk usage.

Hosts and data stores support the following usage options:

Cluster selection filters the resources available during configuration. The resources actually used by a VM must also satisfy the configured usage rules and capacity and status requirements. The host must be able to access the selected networks and data stores.

View and Maintain a Resource Pool

Click the target pool's name in the list. Verify its management node and data center before making changes.

Removing usage rules does not delete the underlying resources or automatically stop or migrate existing VMs. Removing the last include rule may expand the selectable resource scope. Check the scope again after removing a rule.

To let users request new VMs, also prepare and publish service catalogs.

Add VMs and Set Ownership

1. In the navigation pane, choose Cloud Operations Center > Resource Pool and open the target pool's details page.
2. Verify the pool's management node and data center. Open Virtual machines and click Add virtual machines.
3. Select VMs from the available list by checking their names, specifications, and hosts. Selections can span multiple pages. Check the selected count before submitting.
4. Select the Target organization. To assign VMs to a specific user, select a member of that organization in Assign user. If no user is selected, the VMs belong only to the target organization.
5. Verify the VMs, organization, and user, then click Add to resource pool.
6. Review the results, then return to the VM list to check pool membership and Ownership. If any items fail, review the reasons and retry the incomplete items. Retries use the organization and user selected for this operation; successful operations do not need to be repeated.

Organization administrators can view VMs that belong to an organization but have no assigned user. Regular organization users cannot view them. These VMs are not automatically assigned to the person performing the operation. To make a VM available to a specific member, assign it to that user in the organization.

Set Ownership for Unassigned VMs in a Pool

If a VM is already in the pool but is still displayed as a Platform resource, a platform administrator with VM ownership management permissions can assign it to an organization.

1. On the target pool's Virtual machines tab, locate the VM and check its name and Ownership.
2. Choose Set Ownership from the row's action menu.
3. Select the target organization and optionally assign a user in that organization. If you change the organization, select the user again.
4. Verify the ownership and displayed quota information, then confirm and submit.
5. Return to the list and check Ownership to verify the organization and user.

VMs that already have an assigned user do not offer the Set Ownership action described here and cannot be reassigned through this procedure.

Create a Service Catalog

1. In the navigation pane, choose Cloud Operations Center > Service Catalog and click Create Service Catalog.
2. Under Enter information, enter a name and description, select a catalog icon, and configure the following settings.

   Setting	Description
   Approval Rule	Select None, Global Rule, or Organization Rule. If approval is required, first check the corresponding VM application rule and whether it is enabled. See Configure Approval Rules.
   Resource Pool	Select the ZSphere pool that provides the resources. Subsequent settings, such as images, are limited to the scope associated with this pool.
   Specification	Set the CPU core count and Memory size as the fixed compute specifications for this service. To offer different specifications, prepare separate catalogs and distinguish them by name and description.
   Image	Select at least one image that applicants can use. Check its name, format, size, CPU architecture, enabled state, and readiness to determine whether it is suitable.

3. To specify VM options such as CPU and memory priority, hot add, and console mode, expand the advanced configuration and set them as required.
4. Go to Confirm information, verify the catalog name, approval rule, resource pool, specifications, and selected images, then click Confirm Creation.
5. Return to the catalog list and check the creation result and publication status. Publish the catalog to the target organizations so that users can request the service.

Note: For more information about advanced settings, see VM CPU Mode Overview for CPU modes, and Configure the VM Failure Policy for failure policies and their requirements. The operation examples in these references use the ZSphere interface. Continue configuring the service catalog on the current ZCenter page.

Publish to Target Organizations

Before publishing, verify that the target organizations have access to the catalog's resource pool. Pools are associated directly with top-level organizations; subordinate organizations inherit access from their top-level organization. After associating the pool, you must still publish the catalog to the organizations that need the service. Organization administrators can publish within their own organization and its subordinate organizations.

1. In Service Catalog, locate the unpublished catalog and verify its configuration.
2. Choose Publish from the row's action menu.
3. In the Publish Service Catalog dialog box, select the target organizations under Organization and click Confirm.
4. Return to the list and check the publication status. Applicants can find catalogs available to their current organization under Cloud Operations Center > Service Application.

If no organizations are available, check the pool's organization associations and the organizations your account can manage.

Maintain Existing Service Catalogs

Click a catalog's name in the list to view its details. Verify the resource pool, specifications, images, and approval method before choosing a maintenance operation.

Select the Configuration Scope and Application Type

1. In the navigation pane, choose Cloud Operations Center > Service Application and open Approval Configuration.
2. Select Platform or Organization. For organization rules, select the target Organization, click Switch, and verify that the list shows rules for that organization.
3. Locate the rule by application type, check its enabled status and effective rule, and click its name to open the details.

Applications triggered by resource creation or changes use the rules for the corresponding application type. The following types are available:

Configure Approval Steps

1. On the target rule's details page, click Set Approval Rule.
2. Select an approval step, enter its Step Name, and configure its type, approvers, and method as described below.

   Setting	Description
   Approval Type	Process Approval reviews and processes an application. VM application rules also support Content Approval, which lets approvers review and adjust resource settings while processing the application.
   Approver Type	Select User, Role, or Initiator. For a user or role, select the corresponding people or role. For the initiator, the person who submitted the application handles the step.
   Approval Method	Any Approver completes the step when any one approver approves it. All Approvers requires every approver to approve. The latter is available only for process approval with user approvers; other combinations use Any Approver.

3. For multiple levels of review, use Add Approval Step and configure the approvers for each step. Use Move step up or Move step down to change the order. Delete steps that are no longer needed.
4. From application submission to the end of the process, check each step's name, type, approvers, and method, then click Confirm.
5. Return to the rule's details page and check the saved steps and enabled status. If a message says the rule was saved but could not be enabled, check the effective rule settings. Saved steps alone do not mean the rule is enabled.

Check the Effective Rule and Enabled Status

1. On the rule's details page, click Set Effective Rule.
2. Verify the configuration scope and application type. If the Rule option is displayed, choose the platform rule or the organization's own rule. When using the platform rule, the status follows that rule.
3. To enable or disable a rule whose status you can change, adjust Status and click Confirm.
4. Return to the details page and rule list to verify the effective rule and enabled status.

For Apply for a Virtual Machine, the effective rule setting only changes the status. The service catalog's Approval Rule determines whether an application uses a global rule, an organization rule, or no approval rule. Before publishing a service, check both the catalog's selection and the corresponding rule. For the configuration location, see Service Catalog Approval Rule Setting.

Select an Available Service

1. In the navigation pane, choose Cloud Operations Center > Service Application and open the Service Application page.
2. Verify the organization for the application. Administrators applying on behalf of another organization first select it from the available organizations. Regular organization users apply under their current organization.
3. Locate a catalog that meets your needs, click View details, and check its resource pool, compute specifications, images, and other settings.
4. Return to the service list and click Apply for resources for the target catalog to open the application wizard.

If the service you need is unavailable, ask an administrator to check whether the catalog has been published to your current organization and whether that organization has access to its resource pool.

Complete and Submit the Application

1. Under Application details, enter the application's Name and Description. Verify the Organization, Service Catalog, and Resource Pool. The application name identifies this request and is entered separately from the VM name.
2. Go to Basic resources and configure the VMs as described below.

   Setting	Description
   VM Name, VM Description	Enter a name and description that identify the business purpose.
   Quantity	Enter the number of VMs to request. If the quantity is greater than one, also select an available scheduling strategy.
   Lease Term	Enter the required duration in days.
   vCPU, Memory	Check the fixed specifications preset by the catalog. These values cannot be changed directly in the application. If they do not meet your needs, go back and select another service.
   Image, Operating system	Select an image allowed by the catalog and check the operating system type.
   Root Disk, data disks	Configure the root disk for your capacity requirements and add data disks as needed. The root disk must meet the selected image's minimum size requirement, and all capacities must be within the ranges displayed on the page.

3. Go to Network configuration and select an available network for the NIC. For multiple networks, click Add NIC, configure each network and NIC model, and select the Default NIC. The same network cannot be selected more than once in an application.
4. Go to System configuration and set a Console password if needed. If supported by the selected operating system, also configure login authentication, the hostname, and User Data. The console password controls console access and is configured separately from login authentication inside the VM's operating system.
5. After completing the wizard settings, use Review to verify the organization, VM quantity, lease term, specifications, image, disks, and networks. To make changes, return to the corresponding step.
6. When the settings are correct, click Submit Application. After successful submission, view the record in My Applications.

If resource information fails to load or the page indicates that a selected configuration is unavailable, reload or adjust the settings as instructed before submitting.

Track Application Progress

1. Under Service Application, open My Applications and find the record by name and application status.
2. Click the application name to view its status, current approval step, applicant, organization, submission time, and other details.
3. In Approval Records, review the steps, people who handled them, processing times, and comments. When checking progress with an approver, identify the application by its name and current step.

Available allowances are checked according to the organization's quota settings both when the application is submitted and when resources are created. Quota is not reserved during approval, so creation may still fail because of insufficient quota after an application is approved.

After approval, also check whether the VMs were created successfully. Once creation succeeds, regular organization users can view and use VMs assigned to them in My Resources. If creation fails, provide an administrator with the application name, organization, and submission time to help locate the corresponding task.

If you no longer need an application and its Cancel Application action is available, open the confirmation dialog, verify the application, and confirm cancellation. Then return to the list and check its status.

Find and Review Pending Applications

1. In the navigation pane, choose Cloud Operations Center > Service Application and open My Approvals.
2. In the pending list, find the record by name and application type. Check the applicant, organization, current step, and submission time.
3. Click the application name and review the basic information and Approval Records to understand the results and comments from previous steps.
4. Return to the pending list and choose how to handle the application based on the current approval type. Process approval records a review decision. Content approval reviews and adjusts resource settings in the application.

To query applications submitted by other users within your management scope, open All Applications. Viewing applications and handling approvals require separate permissions. An application you can view must still be handled by an approver for its current step.

Handle Process Approval

1. In the pending list, locate and select the application. Verify its current step and contents.
2. To approve the application, click Approve. To decline it, choose Reject from the action menu and check that the dialog is titled Reject Service Application. To return it for review, when available, choose the other action labeled Reject and check that the dialog is titled Return Service Application for Review.
3. In the confirmation dialog, verify the application, enter the appropriate comments, and add attachments if needed. When returning an application for review, also select the step to return it to.
4. Verify your decision and click Confirm.
5. Check the handled records and the application's Approval Records to verify the result for this step.

Approval actions depend on the current step and your account permissions. If another approver has handled the record or its status has changed, refresh the list and check the application again before acting.

Handle Content Approval

When a VM application's current step is content approval and your account has the required permissions, you can open its configuration page to review and adjust resource settings.

1. Select one application in the pending list and choose Content Approval from the action menu.
2. Verify the organization and service catalog. Review the basic resources, network configuration, and system configuration in order, making any required adjustments. For descriptions of the basic resource settings, see VM Application Parameters.
3. Under Review, verify the adjusted configuration and click Confirm and Approve.
4. Return to My Approvals and check the result and the application's approval records.

If a message says the application settings were saved but approval is still pending, retry approval as instructed and check the result.

Query Applications and Approval History

After approval, also verify whether resource creation or modification has completed. For further investigation by an administrator, retain the application name, organization, submission time, and relevant error information.