Episode 72 — Deploying VMs — From Base Images to Custom Builds

Virtual machine deployment in cloud environments is the process of provisioning compute resources based on predefined templates or custom images. These virtual machines provide flexible infrastructure for running applications, hosting services, and managing operational workloads. They can be deployed on demand, scaled horizontally, and customized to suit the needs of specific users or systems. Cloud Plus includes virtual machine deployment as one of the foundational skills under provisioning and infrastructure management.
The choice of image and the method of configuration play a central role in the success of a virtual machine deployment. The selected image determines the operating system, installed software, baseline security posture, and update status. Whether using a base image provided by the cloud provider or a custom image built in-house, candidates must understand how these factors impact compliance, performance, and functionality. Cloud Plus may test image source validation, configuration settings, and launch parameter alignment.
A base image is a generic operating system template, often supplied by vendors or cloud platforms. Examples include Ubuntu, Windows Server, or Red Hat Enterprise Linux. These images contain only the core operating system components and require configuration after deployment. Cloud Plus includes image selection in its exam objectives, emphasizing the importance of choosing a secure, up-to-date image as the foundation for provisioning.
Custom image builds go a step further by including pre-installed software, monitoring agents, firewall settings, or application-specific configurations. These images are created by capturing snapshots of configured systems or through automation tools. They enable consistency, reduce post-deployment configuration, and improve security by embedding hardening steps into the image itself. The exam may ask when to use custom images to meet scaling or policy requirements.
Virtual machine images come in several formats, such as VHD, VMDK, or QCOW2. These formats vary by cloud platform and must be compatible with the provider’s hypervisor or import tools. Candidates must recognize supported image formats and understand limitations that may arise during migration, import, or cross-platform use. Cloud Plus includes identification of image types as part of its deployment planning content.
VMs can be deployed through the cloud provider’s web console, command-line interface, or API. Each approach allows administrators to define launch parameters such as region, instance type, networking configuration, and boot image. Cloud Plus includes provisioning workflows and may present scenarios requiring candidates to select the appropriate tool for deploying a virtual machine based on environment or automation strategy.
Initialization scripts and user data enable post-launch configuration of virtual machines. These scripts run on first boot and can install packages, configure system settings, or connect to services. Common tools include cloud-init for Linux or PowerShell scripts for Windows. This method allows base images to remain generic while still achieving targeted configuration goals. The certification may test how to use initialization scripts to customize VMs without creating new images.
Images are stored in cloud-native libraries, private registries, or shared repositories. These storage locations must be secured to prevent unauthorized access, and image versions must be clearly labeled. Improper access controls on image libraries can lead to deployment of unverified or outdated systems. Candidates must understand how to manage image access, enforce versioning standards, and name images consistently for tracking and automation purposes.
Maintaining an image lifecycle ensures that deployed systems remain secure and compliant. This includes patching old images, removing deprecated templates, and validating new builds. Tools such as compliance scanners or baseline enforcers help administrators confirm that images meet organizational security and functionality standards. Cloud Plus includes lifecycle management for virtual machine images and may test your understanding of update and deprecation schedules.
A golden image strategy involves creating a hardened, validated image that serves as the standard for all new deployments. Golden images are updated regularly, tested against baseline policies, and used to provision systems that require consistency and speed. They are essential for large environments where configuration drift or manual customization introduces risk. The certification may include scenarios where systems have drifted from the golden image and require rollback or reconfiguration.
Resource sizing is a critical part of virtual machine deployment. Each VM must be provisioned with the correct CPU, memory, disk, and zone placement to support its intended workload. Overprovisioning wastes budget and underprovisioning leads to poor performance. Candidates must evaluate workload requirements and select the appropriate instance class. Cloud Plus includes sizing guidelines and may test your ability to align workload characteristics with instance specifications.
Post-deployment configuration ensures that newly launched virtual machines are fully integrated into the environment. This may include updating system software, applying firewall rules, enabling monitoring agents, or linking to logging systems. These tasks can be automated through scripts or handled manually in smaller environments. The exam expects candidates to understand the importance of full lifecycle readiness and the steps required to secure and prepare VMs after they are provisioned.
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Backup strategies are essential for protecting virtual machine data and ensuring business continuity. Snapshots and image-based backups allow administrators to capture the state of a virtual machine, preserving its operating system, applications, and configuration. These backups must be scheduled regularly, retained in secure storage, and tested to ensure recovery works as expected. Candidates should know when to apply backup configurations during or after VM deployment and how to restore systems when needed.
Consistent VM naming conventions and metadata tagging simplify administration across large environments. A standardized naming scheme helps with inventory tracking, automation, and incident response. Tags and labels applied at provisioning can reflect ownership, usage purpose, environment tier, or billing group. Cloud Plus includes metadata planning as part of its provisioning and governance objectives, expecting candidates to define and apply metadata with precision.
Security and access control must be applied immediately after a virtual machine is provisioned. This includes configuring firewall rules, assigning service accounts, disabling default login methods, and enforcing multifactor authentication. VM deployments that skip these steps risk exposure from unauthorized access or misconfigurations. The exam may test your ability to identify common security gaps in VM configurations and how to remediate them through automation or policy enforcement.
Proper network integration is crucial for VM functionality. This includes attaching the instance to the correct subnet, ensuring route tables are configured, associating the right security groups, and validating DNS and IP address settings. A virtual machine that lacks proper network connectivity may fail to communicate or expose sensitive services unintentionally. Cloud Plus may present deployment failures due to missing or incorrect network parameters and ask candidates to diagnose the root cause.
Monitoring agents and logging systems should be installed and configured on virtual machines during or shortly after deployment. These agents collect performance metrics, system logs, and error information, feeding data into dashboards and alerting systems. Without proper observability, administrators cannot track uptime or troubleshoot issues. The credential includes readiness for logging and monitoring as a critical component of post-deployment lifecycle operations.
Custom images enable administrators to clone and scale identical virtual machines quickly. When designed properly, these images include all required configurations, allowing automated replication across environments. Cloning from a golden image reduces setup time and maintains uniformity. Candidates must understand when to use image reuse to scale horizontally, especially in web applications, microservice architectures, or virtual desktop infrastructure.
Configuration management tools like Ansible, Chef, or Puppet can be integrated after deployment to enforce desired state across all VMs. These tools ensure consistency with policy, enable package updates, apply security hardening, and manage application settings. When paired with custom images, they reduce configuration drift and eliminate the need for repetitive manual intervention. Cloud Plus includes integration of configuration management into deployment workflows.
In summary, virtual machine deployment involves more than simply launching an instance—it requires deliberate planning, image management, resource sizing, configuration, and post-launch integration. Candidates must demonstrate knowledge of provisioning methods, template use, image formats, and security controls. Cloud Plus emphasizes best practices for secure, repeatable, and efficient VM deployment.
Mastering VM deployment means understanding the full lifecycle—from image selection and initialization to backup planning and monitoring. Candidates should apply automation, metadata standards, and configuration tools to maintain infrastructure at scale. A successful deployment process reduces manual error, speeds delivery, and ensures that virtual machines meet both operational and security expectations from day one.

Episode 72 — Deploying VMs — From Base Images to Custom Builds
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