Step #1: Installation

Before you can start managing your Azure environment, you need to install and configure the Nerdio Manager application. This entails granting Nerdio Manager the right Azure permissions, running the installer, activating your subscription, and getting familiar with the management console before you move on to building out your environment.

Azure Permissions and Nerdio Manager

Nerdio Manager is an Azure application that is deployed from the Azure Marketplace and runs inside your own Entra ID tenant and Azure subscription. It requires certain permissions during installation, configuration, and ongoing use.

Tip

See the following document for a deep dive into the Azure permissions and Nerdio Manager: Nerdio Manager for Enterprise - Permissions.

Installation Permissions

The Entra ID user performing the installation of Nerdio Manager requires the following permissions:

  • Global Administrator role in Entra ID.

  • Owner role in the Azure subscription.

Note

These elevated permissions are needed only for the initial installation and configuration process, and are not necessary for the ongoing use of Nerdio Manager.

When Nerdio Manager is installed, it has the following API application permissions in Azure:

Subscription Permissions

While activating Nerdio Manager licensing subscription, a new SaaS subscription object Azure resource is created on the Azure subscription, which allows Nerdio Manager to charge for license consumption as a 3rd party service on the Azure bill. In order to configure a SaaS subscription object, because it causes additional costs to be included on the subscription, the user completing the configuration must be a subscription owner.

A new Entra ID application registration specific for Nerdio Manager's billing is also created automatically as part of the resource deployment. This application is granted the below permissions in order to authenticate as your user on behalf of your Azure tenant, and register the SaaS subscription object as being tied to your Azure subscription. These permissions allow the billing application to inform Nerdio Manager's licensing service the following details:

  • Who is completing the purchase.

  • Which SaaS subscription object is used for billing.

  • Which Entra ID tenant you are connecting from.

Note

These are the same permissions being granted to the billing application as are granted to the primary Nerdio Manager application above.

Service

Permission

Function

Microsoft Graph

openid, profile, User.Read (delegated)

Allows user sign in (name & Azure tenant ID are shared).

Configuration Permissions

Once the Nerdio Manager application is installed, there are several configuration actions that can be taken inside of Nerdio Manager to "link" it to existing Azure resources or create new ones. These actions require the requesting user (that is, the user signed in and performing the action via Nerdio Manager) to have certain permissions on the Azure resources that are being used.

Ongoing Use Permissions

When the Nerdio Manager application is installed and configured, no user permissions in Azure are required to manage the configured AVD environment via Nerdio Manager. Most actions in Nerdio Manager run on Nerdio Manager on behalf of the signed in user.

Note

There are several RBAC roles available. See Role-based Access Control (RBAC) in NME for details.

Nerdio Manager Installation Guide

Nerdio Manager Edition Management

Nerdio Manager has two editions: Core and Premium. The Nerdio Manager Premium edition has all the features found in the Core edition, plus many others.

Please see our website for details about the features and pricing.

Warning

Downgrading from Premium to Core could result in loss of functionality. For example, advanced cost optimization features are not supported in the Core edition. Therefore, if a customer downgrades to Core, and they were making use of features such as Azure Capacity Extender, these features are no longer available

Nerdio Manager allows you to change your edition at any time.

To change your edition of Nerdio Manager:
  1. Navigate to System > Settings > Nerdio.

  2. In the Product edition area, select the Product edition name.

  3. Review the confirmation pop-up.

    Tip

    When downgrading to Core, the confirmation pop-up displays a detailed list of the functionality you lose access to. Be sure to review it carefully before proceeding.

  4. When you are ready to change your edition, select OK.

    Your edition of Nerdio Manager is changed.

    Note

    Prior to version 6.0 of Nerdio Manager, customers could purchase either the Standard or Premium editions of the product. The licensing options described above only apply to new Nerdio Manager installations for version 6.0 and later.

Activate your subscription

In order to continue using Nerdio Manager past the trial period, you must subscribe to our billing offer listed on the Azure Marketplace. This allows Nerdio Manager to report usage to Azure Marketplace. Based on your usage, you are charged for Nerdio Manager on your Azure bill from Microsoft.

Note

Activating your subscription also creates a new app registration in Entra ID. By default, this is named NerdioManagerForWVD-Subscribe. This application is granted Azure API permissions allowing you to authenticate and subscribe to the license. For more details, see Azure Permissions and Nerdio Manager.

To activate the Nerdio Manager subscription:
  1. Sign in to your Azure portal as a subscription owner of the subscription where you plan to install the billing offer for Nerdio Manager from Azure Marketplace. The subscription you select can be different from the subscription where you installed Nerdio Manager for Enterprise.

  2. In the search box, enter Nerdio Manager.

  3. In the Marketplace section of the search results, select the Billing subscription to Nerdio Manager Enterprise option.

    image2918.png
  4. Enter the following information:

    Note

    You may see the Price/payment frequency list a $0.00/month price plus a Monthly Active Users charge of $3 /user/month. Further, the Subtotal shows $0.00 for 1 month. You can safely ignore this portion; the charges listed in Price/payment frequency are for our internal billing system. Your pricing is based on whether you sign up for the Core edition or Premium edition as detailed in the Plan portion on the same screen. Continue the process and a subsequent page gives you the option to sign up for the edition of your choosing.

    image194.png
    • Subscription: From the drop-down list, select the subscription.

    • Resource group: Select Create new to create a new resource group.

    • Resource group location: From the drop-down list, select the resource group's region.

    • Name: Enter BillingForNerdioManager.

  5. Once you have entered all the required information, select Review + subscribe.

  6. Review the Terms of Use.

  7. Select Subscribe.

    The offer deployment starts. It takes about 2-3 minutes to complete. A Subscription is in progress message is displayed.

  8. Once the deployment is complete, select Configure account now.

  9. Select the installs you want to start billing for.

    Note

    You generally have only one install of Nerdio Manager, so you see one item listed.

    Billing is based on Monthly Active Users (MAUs). MAUs are the number of unique users that connected to an AVD desktop during the past month or are assigned to Windows 365 Enterprise Cloud PC at any given time in the past month.

    image195.png
  10. Once you have selected all the installs, select Subscribe.

You have now subscribed to the billing offer and your Nerdio Manager license has been activated.

Note

It is important for recurring billing to be left as On, which is the default.

Azure Environment: linked networks and resource groups

Nerdio Manager allows you to select or create virtual networks to use when adding desktop images, host pools, and session hosts. The Azure region of a given network determines the location of any VM created in that network.

You can also link resource groups that may contain session host VMs and desktop images.

Note

You can also set the default network and resource group for Nerdio Manager to use when creating a new desktop image, host pool, or session host. You can override these defaults during the creation process.

Manage linked networks

Nerdio Manager allows you to link, unlink, and create networks for use in creating new desktop images, host pools, and session hosts.

To link an existing network:
  1. Navigate to System > Settings > Azure blade.

  2. In the Linked networks area, select Link Azure Network or Link Azure Local Network.

  3. From the drop-down list, select the subnet(s) you want to link.

  4. Select OK.

    You have made the specified network(s) available for use when creating new desktop images, host pools, and session hosts.

To create and link a new network:

Note

  • For a deeper dive into the parameters and settings available for your network, see the Microsoft Learn article Create, change, or delete a virtual network.

  • Some of the optional configuration objects that you can create alongside the network may require further editing in the Azure portal.

  1. Navigate to System > Settings > Azure blade.

  2. In the Linked networks area, select Create Azure Network.

  3. Enter the following information:

    • Resource group: Select the Azure resource group you want the network to use from the drop-down list.

    • Region: Select an available region from the drop-down list. VMs that use this network will be created in the network you select.

    • Virtual network name: Enter a display name for the virtual network.

    • Enable IPv6: Choose whether the virtual network will support IPv6 addressing.

    • IP Range: Use CIDR notation to enter an IP address range in either the IPv4 or IPv6 address space, depending on whether your network supports IPv6.

    • Subnet Name: Enter a subnet display name.

    • Subnet: Specify a subnet address in the range you specified above.

    • Enable private subnet: Choose this setting to disable default outbound access and require outbound internet access to be explicitly granted to VMs on the network.

      Note

      On September 30, 2025, default outbound access for new deployments will be retired. For more information, see the official announcement, and Microsoft's guidance on transitioning from default outbound access to an explicit method of public connectivity. We recommend that you use a NAT gateway (see below) to provide outbound internet access to the network.

    • NAT Gateway: Select an existing NAT gateway from the drop-down list, or enter a name to create a new one. The NAT gateway will be created along with the network.

    • Network Security Group: Optionally, select a network security group from the drop-down list to associate it with the network, or enter a name to create a new one. The network security group will be created along with the network.

    • Route Table: Optionally, select a route table from the drop-down list to associate it with the network, or enter a name to create a new one. The route table will be created along with the network.

    • Custom tags: Optionally, enter the names and values of any custom metadata tags you want to associate with the network.

  4. Click OK. The network and any associated configuration objects are created.

To unlink a network:
  1. Navigate to System > Settings > Azure blade.

  2. In the Linked networks area, locate the network you want to unlink.

  3. In the Actions column, select the Unlink icon Unlink icon for new UI.png.

  4. When prompted, select OK to confirm the operation.

    Note

    Resources deleted in the Azure portal outside of Nerdio Manager do not prevent unlinking of certain networks. Unlinking can be forced even if there are "orphan" objects that still refer to the network.

To set the default network:
  1. Navigate to System > Settings > Azure blade.

  2. In the Linked networks area, locate the network you want to make the default.

  3. In the Actions column, select the Set as default icon star icon.png.

Manage linked resource groups

Nerdio Manager allows you to link, unlink, and create resource groups for use in creating new desktop images, host pools, and session hosts.

To link a resource group:
  1. Navigate to System > Settings > Azure.

  2. In the Linked resource groups area, select Link.

  3. From the drop-down list, select the resource group(s) you want to link.

  4. Select OK.

    You have made the specified resource group(s) available for use when creating new desktop images, host pools, and session hosts.

To unlink a resource group:
  1. Navigate to System > Settings > Azure blade.

  2. In the Linked resource groups area, locate the resource group you want to unlink.

  3. In the Actions column, select the Unlink icon Unlink icon for new UI.png.

  4. When prompted, select OK to confirm the operation.

    Note

    Resources deleted in the Azure portal outside of Nerdio Manager do not prevent unlinking of certain resource groups. Unlinking can be forced even if there are "orphan" objects that still refer to the resource group.

To set the default resource group:
  1. Navigate to System > Settings > Azure blade.

  2. In the Linked resource groups area, locate the resource group you want to make the default.

  3. In the Actions column, select the Set as default icon star icon.png.

User interface (UI) overview

Nerdio Manager's UI is feature rich and customizable. When you sign in, you will see the home page, showing your configured workspaces.

Time zone

Nerdio Manager displays all date and time information in your local time zone as configured by your browser. Please check your browser settings or your personal device settings if the time zone in Nerdio Manager is incorrect.

Left-hand navigation pane

From the left hand navigation pane, you can select the component that you want to configure. For example, components such as Endpoints, or Settings.

Some components also have a sub-menu that can be accessed by selecting the down arrow. The additional options are then displayed.

To aid your navigation through the different menu levels, a breadcrumb trail is created so that you can easily return to an earlier page in your navigation flow.

Top menu icons

In the top-right of the UI, there are a number of icons that perform the following tasks:

Global search

Select the search search icon - menu.png icon to search for a subject within the UI and enter the text you wish to search for. Matching subjects are displayed along with a link you can select to take you to that page in the UI.

Dark and light mode

The UI can be displayed with a dark background or a light background.

In light mode, select the dark mode dark mode icon.png icon to switch to the dark background and once in dark mode, and you want to switch back to light mode, select the light mode light mode icon.png icon.

Notifications

Select the notification notification icon.png icon to display any system notifications.

Announcements

Select the announcements icon announcements icon.png to display announcements. You can also review any announcements that have previously been dismissed.

Select the envelope read icon.png icon to mark the announcement as read, or select the eye eye icon.png icon to view more details about the selected announcement.

Patent

Select the patent patent icon.png icon to take you to the Nerdio intellectual property page on the Nerdio website.

Nerdio Manager Copilot

Select the Copilot copilot icon.png icon to launch the AI-assisted help system. For more details, see Manage Nerdio Manager Copilot.

Knowledgebase

Select the question mark kb icon.png icon to take you to the Nerdio knowledgebase pages on the Nerdio website.

Sign out

To sign out of Nerdio Manager, select the down arrow next to the name of the currently signed in user, and then select Sign out.

Table Footer

Many tables have footers that allow you to quickly navigate through the table and set the page size. In addition, some tables show the total number of rows in the table.

Tasks

Within some of the configurable components there is a Tasks area. This displays a log of the tasks related to the component you are configuring, in reverse chronological order. For example, the Workspaces page displays the log of the tasks performed on the Workspaces

Tasks, and the number of tasks, are color coordinated with those in green showing successfully completed tasks, those in red showing those tasks that have failed, and yellow showing those tasks that have been canceled. Tasks highlighted by the refresh refresh icon for new UI.png icon, are those tasks that have been created today and are currently in progress.

Task filtering

You can filter tasks by their status. Select filter button.png, and then from the Filter by task status drop-down list, select the status.

If you want to see more details about a particular task, select the information icon, next to the task.

You can hide a task from the list by selecting the hide hide.png icon.

For a task that is currently in progress, select the cancel cancel icon.png icon to cancel the task.

Task exporting

You can export the task logs to either a JSON file, or a CSV file.

Select export json.png to export the task logs as a JSON file.

Select export csv.png to export the tasks logs as a CSV file.

The files are downloaded to the downloads folder of your browser.

For more details, see Logs Module.

More actions menu

Several pages have additional menu options available in the more actions menu. Select the more actions more actions icon.png icon to access these menu options.

You also have access to additional menu actions by selecting the down arrow.

Search and filter

Many pages have search and filter features that allow you to quickly find the information you are looking for.

Note

You can also use the built-in search field on all pages to filter items displayed in the table. For example, you can find hosts using a specific image. The search matches are highlighted.

Refresh

Select the refresh refresh icon.png icon to refresh the table that is displayed.

Tool tips

Select the tool tip image204.png icon to display a pop-up window with valuable information about the field the tool tip is associated with.

Sort a Table

In a table column header, select the Sort icon image207.png to sort the table in ascending or descending order by that column.

Multi-select and bulk Actions

On many lists, Nerdio Manager allows you to make multiple selections from the list and perform bulk actions on the items selected. Fore example, shown below, 3 session hosts have been selected. individually. You can now perform bulk actions, such as power on, on the 3 session hosts.

Note

You may make multiple selections over multiple pages. For example, you may select 2 session hosts on the first page and 4 session hosts on the third page. The bulk action is performed on the 6 session hosts. You can also select all hosts by selecting the top-level box, next to the Name column.

Custom views

Nerdio Manager allows administrators to create custom views that best represents their specific workflows. Multiple views can be created, and one of the views can be designated as the default view.

For example, if you manage host pools across several workspaces, there is no need to keep jumping back to the workspaces list to switch from one workspace to the next. With custom views, you can combine similar data on a single page across the environment.

For more details, see Create a Custom View.

Custom views based on an existing page

Nerdio Manager allows administrators to create a custom view from an existing page. For example, you may be viewing a filtered list of host pools and you want to save the page as a custom view so as not to have to create the filter each time.

For more details, see Create a Custom View from an Existing Page.

Individualize your UI Themes

Nerdio Manager allows you to individualize your UI themes.

For more details, see Individualize Your UI Themes.

Manage Nerdio Copilot

Nerdio Copilot leverages an AI-based assistant to quickly search for information about Nerdio Manager, its features, and functions.

Note

Availability of Azure OpenAI services is limited and varies by Azure region.

Enable Nerdio Copilot

Important

Nerdio Copilot has been completely rebuilt and refactored in NME 8.0. If you have previously deployed Nerdio Copilot, in NME 7.7 or previous versions, you will need to disable the legacy version Nerdio Copilot.

To uninstall the legacy version of Nerdio Copilot:
  1. In Nerdio Manager, navigate to System > Settings > Nerdio.

  2. Scroll down and expand the Nerdio Manager Copilot section.

  3. Select Configure

    This will show all the resources that supported the legacy version of Nerdio Copilot.

  4. Select OK to remove these resources.

To enable Nerdio Copilot:
  1. In Nerdio Manager, navigate to System > Settings > Nerdio.

  2. Scroll down and expand the Nerdio Manager Copilot section.

  3. Select Enabled.

  4. Enter the following information:

    • Resource group: From the drop-down list, select the resource group to which you want to assign all the resources required to run Nerdio Manager Copilot.

    • Model: From the drop-down lists, select the OpenAI model based on available quotas.

    • Deployment type: Choose deployment type. Either Data Zone Standard or Global Standard.

  5. Once you have entered all the desired information, select OK.

    The deployment task starts and takes about 2-5 minutes depending on the Azure region and other conditions. You can follow the task's progress in the Tasks section.

Use Nerdio Copilot

Once you've deployed all the required Azure resources, you can use Nerdio Copilot to help navigate Nerdio Manager

Note

Nerdio Manager Copilot caches the Nerdio Help Center KBs to answer your questions and refreshes the cache on a daily basis.

To use Nerdio Copilot:
  1. In the upper-right corner of Nerdio Manager, select the Nerdio Manager Copilot image2172.png icon.

    Nerdio Manager connects to the bot and downloads the chat history.

  2. Ask any question related to Nerdio Manager and send them to Copilot. After a short period of time, Copilot will display an answer.

  3. Optionally, select Citations to view a list of cited Knowledge Base articles.

  4. You may select either the sidebar window or detached window view options.

Manage Nerdio Copilot's chat settings

You may adjust Nerdio Copilot's settings at any time.

To manage Nerdio Copilot's chat settings:
  1. Select the Settings image2178.png icon.

  2. Enter the following information:

    • Intent recognition service OpenAI Model: From the drop-down list, select the desired model.

    • Max days to retain history: Enter the number of chat histories to retain.

  3. Once you have entered the desired information, select Save.

  4. When prompted, select Confirm to confirm your changes.

Submit feedback

Copilot uses Azure OpenAI, powered by Large Language Model (LLM) that has been augmented with Nerdio-specific information. Due to this being an LLM, answers are not deterministic. For more details, see Introduction to large language models.

When you notice an incorrect answer, you can submit feedback in the following ways:

  • Enter a comment (optional).

  • Follow Nerdio’s standard support escalation path.

Disable Nerdio Copilot

Follow this procedure to disable Nerdio Copilot.

Note

Disabling Nerdio Copilot removes all the Azure resources that were deployed when the feature was enabled, except for the Smart detector alert rule.

To disable Nerdio Copilot:
  1. In Nerdio Manager, navigate to System > Settings > Nerdio.

  2. Scroll down and expand the Nerdio Manager Copilot section, and select Configure.

  3. When prompted, select OK.

    The disable task starts and takes about 2-3 minutes depending on the Azure region and other conditions. You can follow the task's progress in the Tasks section.

Build scripts with Nerdio Copilot

Nerdio Copilot includes Script Pro, which allows you to build scripts with AI assistance.

Warning

Ensure that all AI-generated scripts are tested and validated manually before deployment to your production environments.

To build a script with Nerdio Copilot:
  1. Open Nerdio Copilot.

  2. Ask a question related to building a script. For example:

    Can you help me generate a management script for a Windows VM to set this regkey?
    [HKEY_LOCAL_MACHINE\SOFTWARE\MyApp]"NewFeatureEnable"=dword:1
  3. Follow the prompts and reply as needed.

  4. When the script is generated, copy the code.

Generate KQL queries with Nerdio Copilot AnalyticsPro

AnalyticsPro, is a powerful tool within Nerdio Copilot that transforms your natural language questions into Kusto Query Language (KQL) queries. With AnalyticsPro, you can effortlessly generate KQL queries that can be executed in your Azure Log Analytics workspace, unlocking valuable insights from your data without needing to master complex query syntax.

To generate a KQL query using AmalyticsPro:
  1. Open Nerdio Copilot.

  2. Enter the details of the KQL query you want to generate. For example:

    Can you write me a KQL query to get the number of active users from the past hour?
  3. Select the send image2753.png icon.

  4. The KQL query is generated.

  5. You can interact with AnalyticsPro and ask for additional information based on the results, or provide options to help refine your query. Respond to these prompts as needed to tailor the query to your specific requirements.

  6. Once complete, you can copy the query and run it in your Azure Log Analytics workspace.

Warning

Ensure that all AI-generated queries are tested and validated manually before deployment to your production environments

Cost of Nerdio Copilot

The cost of the feature depends on its usage. The cost is per tokens used, with costs varying depending on which model is chosen and how much it is used.

If the feature is enabled but not used, there is no standing cost.

Functional considerations

LLM implementation work with tokens. The number of tokens is a combination of system prompt, input from user, and output from LLM. The number of tokens defines how much “memory” about a previous exchange in the current conversation the bot has. If a conversation is long, larger than the max token count configured for the model, older data is dropped. However, we expose all the chat history in the UI until the chat history is deleted using the delete history button.

Deployment considerations

By default, Nerdio Copilot deploys all resources in the same region. Azure OpenAI resources can be created in different regions, based on user’s selection. When possible and applicable, we deploy the free or the lowest paid tier resources; this is not configurable.

Known limitations

  • Users cannot control the throttling limit per day and/or month.

  • There is no support for notifications.

  • There is no mechanism for identifying and filtering out false positives.

  • Smart detector alert rules are not deleted when Copilot is disabled.

Manage Schedules for Tasks

Nerdio Manager supports the ability to configure schedules for tasks.

The schedule can contain one or multiple entries, as shown in these examples:

  • You can create a schedule to power off a host today at 18:00.

  • You can create a schedule to run the same scripted action on a host pool on Monday at 7:00 AM, Tuesday at 9:00 PM, and Sunday at 3:00 AM.

  • You can create a schedule to restart hosts Monday and Thursday at 23:00 and have it recur every week.

Some of the functions that allow for multiple-entry schedules are:

  • Desktop Images: Run scripted action

  • Scripted Actions: Run Azure Runbook

  • Host Pools: Resize or re-image, Power on/off, Restart hosts, Send message, Log off all hosts, Activate/Deactivate hosts, Run scripted action

  • Session Hosts (Excluding hybrid): Resize or re-image, Power on/off, Restart hosts, Send message, Activate/Deactivate hosts, Run scripted action

  • Advisor: Resize session host, Resize host pool

Create Multiple Schedules for a Task

Nerdio Manager allows you to create multiple schedules for a number of tasks.

To create multiple schedules for a task:
  1. Navigate to the task you wish to perform.

    Note

    In this example, we are restarting a session host. As noted above, multiple schedules can be created for a number of tasks.

  2. Select the Schedule area.

  3. In the Schedule section, enter the desired schedule.

    • Start Date: Type the date to start.

    • Time Zone: From the drop-down list, select the time zone for the Start time.

    • Start Time: From the drop-down lists, select the time to start.

    • Repeat: From the drop-down list, select whether to run this operation once or repeat it on a recurring schedule.

      Note

      The drop-down has the option After Patch Tuesday. This allows you to create a recurring schedule based on Patch Tuesday.

    • Day of Week: From the drop-down list, select the day for the recurring schedule.

    • Days After: If you selected After Patch Tuesday, type the number of days after Patch Tuesday to run the scheduled task.

  4. Once you have entered the schedule, select Save.

    Schedule 1 is added to the task.

  5. If you want to add additional entries, at the top, to the right of Schedule, select the Add Schedule icon. image1857.png

  6. Add and save the next schedule, and repeat for all the desired schedule entries.

Manage Task Schedules

Nerdio Manager allows you to manage task schedules. This includes changing and deleting schedule entries.

To manage task schedules:
  1. Navigate to the task with the schedule that you wish to work with.

  2. On the list (for example, hosts, host pools, etc.), select the Schedule icon. image1860.png

  3. In the schedule list, select the schedule you wish to work with.

  4. Change or remove the schedule entry as desired.

  5. Alternatively, open the task (for example, restart a session host) and in the Schedule area, from the drop-down list, select the schedule entry you wish to change or remove.

  6. Once you have made the desired changes, select Save.

Resource Selection Rules Management

Nerdio Manager allows you to create recommendation and filtering rules to assist with the selection of VM sizes and OS disks when creating host pools or adding session host VMs.

Resource selection rules can be used to suggest the best VM for a specific AVD use-case, while taking into account core availability. They can also be used to limit the types of VMs and OS disks that can be used globally in a workspace, or even at the host pool level.

The VMs can be filtered based on vCPU availability in a selected subscription and region, processor, VM family & version, number of cores & GB of RAM, and local temp storage. OS disks can be filtered based on storage type (premium, standard, SSD, HDD, or Ephemeral) and disk size.

For example, when adding dynamic host pool, you can filter the VM Size or OS Disk choices by selecting the desired Resource Selection Rule(s).

image342.png

Create a Resource Selection Rule

A resource selection rule must be created in order to use it for recommendations and filtering.

To create a resource selection rule:
  1. Navigate to Settings > Resources rules.

  2. Select Add.

  3. Enter the following information:

    • Name: Type the rule's name.

    • Description: Type the rule's description.

    • Scope: From the drop-down list, select the scope of the rule.

      Note

      • Show if no explicit rules: Display this rule's selection in all VM size and OS disk drop-down lists unless a rule with an explicit scope applies.

      • Show everywhere: Display this rule's selections in all VM size and OS disk drop-down lists.

      • Desktop images: Display this rule's selections when working with VMs on the Desktop Images page.

      • Temporary VMs: Display this rule's selections when working with temporary VMs.

      • Individual Workspace or Host Pool: Only display this rule's selections for the selected workspace(s) or host pool(s).

    • Show costs: From the drop-down list, select Yes to display the monthly cost, instead of the size tier, in the VM Size drop-down list.

      Note

      This only applies if this rule is the top selected one.

    • Selected by Default: From the drop-down list, select Yes to automatically check this rule when opening any drop-down selection list where this rule applies. Select No and this rule is not automatically checked.

    • VM Size Drop-Down Selection Rules: Toggle to define the VM size rules for filtering.

      • Processor: From the drop-down list, select the processor manufacturer.

      • VM Family Version: From the drop-down list, select the VM family version(s).

      • VM Family Type: From the drop-down list, select the individual VM families or use-case optimized VM families.

      • Exclude VM Type: From the drop-down list, select the excluded individual VM families.

      • CPU Cores: From the drop-down list, select the number of CPU cores.

        Note

        All VMs that match the number of cores, or fall out in between the selection and next power of 2, are displayed. For example, selecting 4 cores matches VMs with 4 and 6 cores.

      • RAM (GB): From the drop-down list, select the size of the RAM.

        Note

        All VMs that match the size of the RAM, or fall out in between the selection and next power of 2, are displayed. For example, selecting 4 GB RAM matches VMs with 4 and 6 GB of RAM.

      • Local Storage: From the drop-down list, select whether the VMs have temporary local storage.

        Note

        • Yes: Filter for VMs with local temporary storage.

        • No: Filter for VMs without local temporary storage.

      • VM Availability: From the drop-down list, select the availability type.

        Note

        • Based on subscription & region only: Do not validate core quota allocation. Only ensure that the VM type is available in the selected subscription and region.

        • Based on CPU core quota: Dynamically validate that there is sufficient core quota available in the selected subscription and region and only display those VMs that can be deployed.

      • Sort By: From the drop-down list, select the sort criteria.

        Note

        Alphabetical is a stand-alone sort criteria. The other options can be combined.

    • Disk Size Drop-Down Selection Rules: Toggle to define the disk size rules for filtering.

      • Storage Type: From the drop-down list, select the storage type(s).

      • OS Disk Size: From the drop-down list, select the disk size(s).

        Note

        For Ephemeral OS disks, the disk size may not match the exact selection. In such cases, the EOSD sizes that fall out in between the selection and the next power of 2 are displayed. For example, selecting 64 GB matches EOSD of 75 GB.

  4. Once you have entered all the desired information, select OK.

    The resource selection rule is created.

Manage Resource Selection Rules

From the Resource Selection Rules table, you can do the following:

  • Edit: Edit the rule.

    Note

    Built-in rules cannot be edited. You need to copy the rule and edit the copy.

  • Clone: Create a copy of the rule.

  • Disable: Disable the rule.

    Note

    Disabled rules are not displayed on any drop-down selection lists.

  • Enable: Enable a disabled rule.

  • Delete: Delete the rule.

  • Change the Order: Move the bands up and down as desired.

    Note

    This is the order the selections are shown in the drop-down boxes when creating a host pool or session host VM.

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