How To Create a Virtual Machine in Hyper-V

Hyper-V is a built-in virtualization platform in Windows that enables you to run multiple operating systems on a single computer. This guide explains step by step how to create and configure a virtual machine in Hyper-V.

Launching Hyper-V Manager

  • Open Hyper-V Manager from the Start menu.
  • In the Actions pane, click New > Virtual Machine.

Basic Setup

  • Name: Enter a descriptive name (e.g., Ubuntu VM).
  • Location: Choose a folder to store VM files.

Choosing Generation

  • Generation 1: Legacy BIOS-based firmware, supports older operating systems.
  • Generation 2: UEFI firmware, supports Secure Boot, recommended for modern operating systems.

Assigning Memory

  • Allocate startup memory (e.g., 2 GB for lightweight Linux).
  • Enable Dynamic Memory to allow Hyper-V to adjust memory usage automatically.

Configuring Networking

  • External Switch: Connects to the physical network with internet access.
  • Internal Switch: Communication between host and VMs, no internet.
  • Private Switch: Communication only between VMs, isolated from host and internet.

Connecting Virtual Hard Disk

  • Create a new virtual hard disk or use an existing one.
  • Specify size (e.g., 20 GB for basic installations).

Installing the Operating System

  • Choose to install later or attach installation media (ISO file).

Hyper-V VM Settings: Hardware

1. Add Hardware

  • Add components such as network adapters, hard disks, or SCSI controllers.

2. Firmware

  • Adjust boot order (e.g., Optical Drive first).
  • Enable Secure Boot for Generation 2 VMs.

3. Security

  • Configure Encryption Support and TPM for enhanced security.

4. Memory

  • Set startup memory and enable dynamic memory allocation.

5. Processors

  • Assign the number of virtual CPUs (e.g., 2 for better performance).
  • Enable Virtual NUMA or Compatibility Mode if required.

6. SCSI Controller

  • Attach virtual hard drives and optical drives using scalable SCSI controllers.

7. Network Adapter

  • External Network: Connects VM to host’s physical network with internet access.
  • Internal Network: Communication between host and VM, no internet.
  • Private Network: Isolated communication between VMs only.

Hyper-V VM Settings: Management

  • Name: Update VM name or description.
  • Integration Services: Enable time sync, heartbeat monitoring, and guest file copy.
  • Checkpoints: Save VM state for backup or testing.
  • Smart Paging File: Specify paging file location.
  • Automatic Start Action: Configure VM behavior when host boots (do nothing, start automatically, or restore state).
  • Automatic Stop Action: Configure VM behavior when host shuts down (save state, turn off, or shut down).

Starting the Virtual Machine

  • Select the VM and click Connect.
  • Click inside the VM window to capture input.
  • Enable integration services for seamless mouse and keyboard interaction.
  • Enter full-screen mode with Ctrl + Alt + Break (or Ctrl + Alt + Pause).

Installing the Operating System

  • Follow the OS installation wizard.
  • Enable integration services for improved performance and usability.

Hyper-V offers a reliable and flexible platform for virtualization. With proper configuration, you can run multiple operating systems efficiently on a single host machine.

By following this guide, you’ll be able to create and manage virtual machines in Hyper-V with confidence, tailoring them to your testing, development, or isolated environment needs.

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