> For the complete documentation index, see [llms.txt](https://docs.vergeos-demo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.vergeos-demo.com/knowledge-base/virtual-machines/importing-a-physicalvirtual-machine-into-vergeio.md).

# Importing Physical Machines and Individual VMs into VergeOS

The **VergeOS Clone Utility (VergeOS-clone.iso)** can be used to import external physical or virtual machines into VergeOS as virtual machines. This process is optimized for PtoV (physical-to-virtual) and non-VMware VtoV (virtual-to-virtual) migrations using efficient block transfer.

{% hint style="info" %}
**For VMware environments, use the VMware connector instead of the VergeOS Clone Utility.**
{% endhint %}

## Prerequisites

### VergeOS System (Destination)

* Network URL accessible from the source VMs.
* VergeOS credentials with VM creation permissions.
* Sufficient available vSAN storage for VM drives.

{% hint style="info" %}
**VergeOS vSAN global deduplication reduces the space requirement by handling zero blocks.**
{% endhint %}

* Adequate RAM/CPU to run the imported VMs.

### Source Machine (Physical or Virtual)

* Network connection accessible to the VergeOS system.
* USB/CD-ROM for the VergeOS Clone ISO.
* At least 1 GB of RAM to boot and run the ISO.

## Selecting Sync Method

* **HTTPS Upload:** Default method requiring minimal configuration.
* **vSAN-direct Sync:** Optimized for LAN connections (requires additional network setup, not recommended for WAN).

{% hint style="info" %}
**vSAN-direct sync is only allowed to the host system, not directly to tenants.**
{% endhint %}

## Obtaining the VergeOS Clone Utility

1. Select **Import/Export** > **Dashboard** from the top menu.
2. Click **Download Clone ISO** from the left menu to download the most recent version of the file.
3. A pop-up message will display indicating download progress. When the transfer has completed the message will briefly indicate "Download Complete" before the pop-up disappears.
4. Locate the ISO file on your local machine (e.g. the Downloads folder)

{% hint style="info" %}
**You can make a bootable USB using the** [**Creating Bootable Installation Media**](/plan-and-deploy/implementation-guide/install-media.md) **guide, substituting the Clone ISO.**
{% endhint %}

## Using the VergeOS Clone Utility

1. Boot the source machine using the VergeOS Clone ISO.
2. Select **Launch Clone Utility**.
3. Choose the **NIC** to connect to the VergeOS system.
4. Select **DHCP** or configure a **Static IP**.

If using static IP:

* Use the arrow keys to navigate between fields.
* Press <kbd>Enter</kbd> to edit a field and configure the IP, subnet, gateway, and DNS.

5. Enter the **VergeOS system URL** and **credentials**.

{% hint style="warning" %}
**Ensure the user has permissions to create VMs.**
{% endhint %}

6. Confirm the **VergeOS connection** and proceed.

## Clone Utility Configuration

1. Enter the **name** for the VM to be created on VergeOS.
2. Select the **disks** to be cloned.
3. Adjust any **Advanced Settings**:
   * **Send Threads:** Default = 4. Adjust for high-latency or high-speed connections.
   * **MAC addresses:** Choose whether to clone existing MAC addresses or generate new ones.

{% hint style="info" %}
**Setting threads too high may degrade performance.**
{% endhint %}

4. Begin the clone process by selecting **Start Clone**.

## Resuming a Clone

If a clone import fails or is interrupted, boot the source machine from the VergeOS Clone ISO again and resume by selecting the previously used VM name.

## Direct vSAN Network Configuration

The **Direct vSAN** transfer method can be used for faster cloning over a local network. It is not recommended for WAN connections.

{% hint style="warning" %}
**Direct vSAN can only be used to transfer to a root system (not directly to a tenant).**
{% endhint %}

### Network Rules Setup

Three networking rules must be created:

### Core Network Rule - 14201 PAT Rule

1. **Name:** vSAN PAT
2. **Action:** Translate
3. **Protocol:** TCP
4. **Direction:** Incoming
5. **Source:** Any / None (default)
6. **Destination Type:** Custom\
   **Custom Filter:** ui\
   **Destination Ports:** 14201
7. **Target Type:** IP/Custom\
   **Target IP:** ui

{% hint style="info" %}
**UI is a VergeOS keyword that must be entered in lowercase.**
{% endhint %}

### Core Network SNAT Rule

1. **Name:** vSAN SNAT for Clone Utility
2. **Action:** Translate
3. **Protocol:** TCP
4. **Direction:** Outgoing
5. **Source:** Any / None (default)
6. **Destination Type:** My Network Address\
   **Destination Ports:** 14201
7. **Target Type:** My Router IP

### External Network Rule - 14201 PAT Rule

1. **Name:** vsan PAT
2. **Action:** Translate
3. **Protocol:** TCP
4. **Direction:** Incoming
5. **Source:** Source IP/IP range of the incoming clone transfer
6. **Destination Type:** My Router IP\
   **Destination Ports:** 14201
7. **Target Type:** IP/Custom\
   **Target IP:** ui

Once the rules are created, click **Apply Rules** to finalize the configuration.

## Troubleshooting Common Issues

### Failed DHCP

If DHCP cannot be found:

* Verify there is an active DHCP service.
* Ensure network connectivity is available through the selected NIC.

### Login Failed

* Check the username, password, and URL format (no "https\://").
* Verify static IP settings and DNS configuration if using static addressing.

### OpenSSL Errors

These errors indicate network problems. Check for MTU mismatches or other network issues.

### Permission Denied

Ensure the VergeOS user has the necessary permissions to create VMs.

{% hint style="info" %}
**If the initial clone fails due to permissions, you can resume the process or delete the VM and restart the clone.**
{% endhint %}

***

{% hint style="info" %}
**Document Information**

* Last Updated: 2024-08-29
* vergeOS Version: 4.12.6
  {% endhint %}


---

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