PlateSpin Migrate 12.2.1 User Guide

  PlateSpin Migrate 12.2.1 User Guide
    Overview and Planning
      Overview of Workload Migration
        Workload Migration Scenarios
        Understanding Workload Migration
        Large-Scale Migration Planning and Automation
      Planning Your Workload Migrations
        Supported Configurations
        Supported Data Transfer Methods
        Security and Privacy
        Performance
        Database Server
        Access and Communication Requirements across your Migration Network
        Deciding on the Migration Interface
      Frequently Asked Questions
    Working With Your PlateSpin Server
      Using the PlateSpin Migrate Tools
        Connecting to a PlateSpin Migrate Server
        About the PlateSpin Migrate Client User Interface
        About the PlateSpin Migrate Web Interface
        Migration Operations Matrix for PlateSpin Migrate Client and PlateSpin Migrate Web Interface
        Migration Tasks Matrix for PlateSpin Migrate Client and PlateSpin Migrate Web Interface
        Other PlateSpin Server Management Tools
      Configuring PlateSpin Users and Access
        Configuring User Authorization and Authentication
        Configuring PlateSpin Migrate Multitenancy on VMware
        Configuring Permissions for Workload Access in PlateSpin Migrate Web Interface
      Configuring PlateSpin Migrate Server
        PlateSpin Migrate Product Licensing
        Configuring Language Settings for International Versions
        Enforcing FIPS Compliance for FIPS-Enabled Source Workloads
        Configuring the Notification Service
        Configuring Notifications for Events and Migrations
        Enabling Event Messaging for PlateSpin Migration Factory
        Configuring Alternate IP Addresses for PlateSpin Server
        Setting Reboot Method for the Configuration Service
        Configuring the Contact Direction for the Replication Port
        Configuring Behavior for Installing Network Drivers on Target Windows Workloads
        Specifying the Network Adapter Type to Use for Migrations to Hyper-V during Target Take-Control
        Configuring Applications Known to Cause Boot Failure on Windows Target
        Optimizing Data Transfer over WAN Connections
        Increasing the Upload Size Limit for Post-Migration Actions
        Other Use Cases for Custom PlateSpin Server Settings (Advanced)
      Configuring PlateSpin Migrate Client
        Configuring General Options
        Configuring Job Values Defaults
        Configuring Source Service Defaults
        Configuring Target Service Defaults
        Managing Post-Migration Actions (Windows and Linux)
        Managing Migrate Client User Activity Log
      Configuring PlateSpin Migrate Web Interface
        Managing Security Groups and Workload Permissions
        Managing Workload Tags
        Configuring the Refresh Rates for PlateSpin Migrate Web Interface
        Customizing the UI for PlateSpin Migrate Web Interface
      Rebranding the UI for PlateSpin Migrate Web Interface
        Rebranding the UI Using PlateSpin Configuration Parameters
        Rebranding the Product Name in the Windows Registry
    Preparing Your Migration Environment
      Prerequisites for Migration to Amazon Web Services
        Deployment for Migration to Amazon Web Services
        Requirements for Migrating Workloads to Amazon Web Services
        Planning For Migrating Workloads to Amazon Web Services
        Configuring OS License Activation on Windows Targets Migrated to AWS
        Using the PlateSpin Replication Environment AMIs
        AWS Networking Guidelines
        Best Practices For Configuring a Migration Job to Amazon Web Services
        Checklist for Automated Migration to AWS
      Prerequisites for Migration to Microsoft Azure
        Deployment for Migration to Azure
        Requirements for Migrating Workloads to Azure
        Planning For Migrating Workloads to Azure
        Azure Networking Guidelines
        Registering a Azure Application to Represent PlateSpin Migrate
        Configuring an Azure User for PlateSpin Migrate to Use
        Enabling Programmatic Deployment of PlateSpin Migrate Replication Environment
        Deploying a Migrate Server Image in Azure
        Configuring the Target IaaS Environment for Azure Cloud
        Managing the Azure User Password for Azure Target Containers
        Checklist for Automated Migration to Azure
      Prerequisites for Migration to VMware vCloud Director
        Deployment for Migration to VMware vCloud
        Planning For Migrating Workloads to VMware vCloud Director
        Setting up vCloud Organization
        Understanding PlateSpin Replication Environment
        Configuring Advanced PlateSpin Settings for vCloud
        Checklist for Automated Migration to vCloud
      Prerequisites for Migration to VMware
        Deployment for Migration to VMware
        Planning for Migration to VMware
        Checklist for Automated Migration to VMware
        Checklist for Semi-Automated Migration to Target VMs on VMware
      Prerequisites for Migration to Microsoft Hyper-V
        Deployment for Migration to Microsoft Hyper-V
        Planning for Migration to Microsoft Hyper-V
        Checklist for Automated Migration to Hyper-V
        Checklist for Semi-Automated Migration to Target VMs on Hyper-V
      Prerequisites for Migration to VMs on Citrix XenServer
        Deployment for Migration to Citrix XenServer
        Planning for Migration to VMs on Citrix XenServer
        Checklist for Semi-Automated Migration to Target VMs on Citrix XenServer
      Prerequisites for Migration to VMs on Xen
        Deployment for Migration to Xen
        Planning for Migration to VMs on Xen
        Checklist for Semi-Automated Migration to Target VMs on Xen
      Prerequisites for Migration to VMs on KVM
        Deployment for Migration to KVM
        Planning for Migration to VMs on KVM
        Checklist for Semi-Automated Migration to Target VMs on KVM
      Prerequisites for Migration to Physical Machines
        Deployment for Migration to Physical Machines
        Planning for Migration to Physical Machines
        Best Practices (X2P)
        Checklist for Semi-Automated Migration to Physical Machines
      Prerequisites for Migration to an Image
      Preparing for Synchronization of Workloads with Server Sync
    Discovering and Preparing Workloads and Targets
      Discovering Target Hosts
        About Target Host Discovery
        Network Access Requirements for Target Host Discovery
        Discovery Guidelines for Target Hosts
        Discovering Details for Target Containers
        Registering and Discovering Details for Target VMs on Virtual Hosts with PlateSpin ISO
        Registering and Discovering Details for Target Physical Machines with PlateSpin ISO
        Discovering Target VMs for Server Sync Jobs
        Refreshing Target Host Details
        Removing Target Containers
      Discovering Source Workloads
        About Source Workload Discovery
        Network Access Requirements for Workload Discovery
        Discovery Guidelines for Source Workloads
        Populating the Servers View with a List of Windows Computers in a Domain
        Discovering Details for All Windows Workloads in a Domain
        Discovering Details for Source Workloads
        Registering Workloads and Discovering Details with Migrate Agent
        Refreshing Source Workload Details
        Using Tags to Track Logical Associations of Workloads
        Undiscovering or Removing Source Workloads
      Preparing Device Drivers
        Packaging Device Drivers for Windows Systems
        Packaging Device Drivers for Linux Systems
        Uploading Drivers to the PlateSpin Migrate Device Driver Database
        Using the Plug and Play (PnP) ID Translator Feature
        Analyzing Suitability of Discovered Windows Workloads For Conversion to Physical Machines
      Preparing Linux Workloads for Migration
        Verifying Block-Based Drivers for Linux
        Adding Drivers to the PlateSpin ISO Image
        Configuring LVM Snapshots for Linux Volume Replication
        Using Custom Freeze and Thaw Scripts for Linux Block-Level Migrations
        Preparing Paravirtualized Linux Source Workload
      Preparing for Migration of Windows Clusters
        Planning Your Cluster Workload Migration
        Configuring Windows Active Node Discovery
        Configuring the Block-Based Transfer Method for Clusters
        Adding Resource Name Search Values
        Quorum Arbitration Timeout
        Setting Local Volume Serial Numbers
        PlateSpin Cutover
        PlateSpin Cluster Migration
        Migrating Windows Clusters with the Web Interface
        Migrating Windows Clusters with the Migrate Client
      Troubleshooting Discovery
        Common Discovery Issues and Solutions
        Modifying the OFX Controller Heartbeat Startup Delay (Windows Workloads)
      Linux Distributions Supported by Migrate
        Analyzing Your Linux Workload
        Pre-compiled blkwatch Drivers for Linux Distributions
      Synchronizing Serial Numbers on Cluster Node Local Storage
      Migrate Agent Utility
        Requirements for Migrate Agent Utility
        Migrate Agent Utility for Windows
        Migrate Agent Utility for Linux
        Using Migrate Agent with Block-Based Transfer Drivers
        Using Migrate Agent to Register Workloads
      PlateSpin ISO Image
        Downloading the PlateSpin ISO Images
        Preparing the PlateSpin ISO Image for Target Registration and Discovery
        Injecting Additional Device Drivers into the PlateSpin ISO Image
        Adding Registration Information to the PlateSpin ISO for Unattended Registration of Physical or Virtual Machines
        Using PlateSpin ISO
    Configuring Workloads
      Prerequisites for Automated Migrations
        Supported Source Workloads for Automated Migration
        Supported Target Platforms for Automated Migrations
        Preparing Targets for Automated Migration
        Network Connections and Bandwidth
        Automated Workflow
      Prerequisites for Semi-Automated (X2P) Migrations
        Supported Source Workloads for X2P Migrations
        Supported Target Platforms for X2P Migrations
        X2P Workflow for VMs
      Configuration Essentials
        Configuration Workflows
        Initiating a Migration Job
        Saving a Migration Configuration
        Editing a Migration Job
        Migrate License Key
        Credentials for Source Workloads and Target Hosts
        Migration Schedule
        Blackout Window for Data Transfer
        Compression during Data Transfer
        Bandwidth Throttling during Data Transfer
        Conversion (Data Transfer Method)
        Encrypt Data Transfer
        Virtualization Enhancement Software
        Custom Post-Migration Actions
        Services or Daemons to Stop before Replication or Cutover
        Service States on Target Windows Workloads
        Daemon States on Target Linux Workloads
        Windows HAL or Kernel File Replacements
        Post-Cutover End States for Source and Target Workloads
        Target Workload Settings for VMs
        Network Identification (Network Connections)
        Migration Network (Replication Network)
        Storage Disks and Volumes
      Migration to Amazon Web Services
        Planning for Migration to Amazon Web Services
        Configuring Migration of a Workload to Amazon Web Services
        Configuring Full Migration of a Workload to Amazon Web Services
      Migration to Microsoft Azure
        Planning for Migration to Microsoft Azure
        Configuring Migration of a Workload to Microsoft Azure
      Migration to VMware vCloud Director
        Planning for Migration to VMware vCloud Director
        Configuring Migration of a Workload to VMware vCloud Director
      Migration to VMware
        Planning for Migration to VMware
        Automated Migration to VMware Using Migrate Client
        Migration to VMs on VMware Using X2P Workflow
        Automated Migration to VMware Using Migrate Web Interface
      Migration to Microsoft Hyper-V
        Planning for Migration to Hyper-V
        Automated Migration to Hyper-V
        Migration to VMs on Hyper-V Using X2P Workflow
      Migration to Virtual Machines on Citrix XenServer
        Planning for Migration to Citrix XenServer
        Configuring Migration to a VM on a Citrix XenServer Virtual Host
      Migration to Virtual Machines on Xen
        Planning for Migration to Xen
        Configuring Migration to a VM on a Xen Virtual Host
      Migration to Virtual Machines on KVM
        Planning for Migration to KVM
        Configuring Migration to a VM on a KVM Virtual Host
      Migration to Physical Machines
        Planning for Migration to Physical Machines
        Configuring Migration to a Physical Target (P2P, V2P)
      Workload Migration with a PlateSpin Image
        About PlateSpin Images
        Designating a PlateSpin Image Server
        Capturing a Workload to a PlateSpin Image
        Deploying a PlateSpin Image
        Managing PlateSpin Images
      Synchronizing Workloads with Server Sync
        Server Sync to a Virtual Target
        Server Sync to a Physical Target
        Server Sync to Amazon Web Services
        Server Sync Volume Mapping
    Executing Migrations
      Executing Workload Migrations
        Preparing a Migration
        Starting Migration Execution (First Replication)
        Scheduling Migration Execution (First Replication)
        Starting Incremental Replications
        Scheduling Incremental Replications
        Viewing Properties for an In-Progress or Completed Migration
        Canceling an In-Progress Migration
        Restarting or Shutting Down the Source Workload
      Generating Reports
        Generating Workload and Workload Migration Reports
        Generating Diagnostic Reports
      Post-Migration Cleanup of Source Workloads
        Cleaning Up Windows Workloads
        Cleaning Up Linux Workloads
      Troubleshooting PlateSpin Migrate
        Migration of Workloads to Azure Cloud
        Migration of Workloads to VMware
        Peer-to-Peer Migrations (Windows)
        PlateSpin Images
        Shrinking the PlateSpin Migrate Databases
        Troubleshooting the Configuration Service
        Validation Warning for Bandwidth Throttling
        PlateSpin OFX Controller Does Not Start on a Virtual Machine Source
        Target Windows Machine Becomes Unbootable on Second Boot
        Two or More Volumes Have the Same Volume Serial Number
    Additional PlateSpin Tools
      Using the PlateSpin Migrate Client Command Line Interface
        Where Is the Tool Located?
        Before You Use the Tool
        Configurable .ini Files (Jobs) You Can Use with the Tool
      Using the iPerf Network Test Tool to Optimize Network Throughput for PlateSpin Products
        Introduction
        Calculations
        Setup
        Methodology
        Expectations
    Documentation Updates
      Documentation Updates
        October 2018
        September 2018
        March 2018
        February 2018
        January 2018
    Legal Notice