8.5 Configuring Migration to a Cloud Target

8.5.1 Configuring Migration of a Workload to Microsoft Azure

When you add or discover a workload, the workload is listed on the Workloads page and the status is set as Not Configured. Before you migrate the workload, you must configure the workload for migration:

  1. Launch the PlateSpin Migrate Web Interface.

  2. On the Workloads page, select the workload you want to configure.

  3. Click Configure Migration.

  4. Select one of the following based on the scope of data you want to transfer from the source to the target:

    • Full Replication: A full volume of data transfer takes place from the source to the target.

    • Incremental Replication: Only differences are transferred from the source to the target, provided they have similar operating system and volume profiles.

      NOTE: PlateSpin Migrate does not support Incremental Replication for the initial replication of data to existing target workloads in Azure Cloud. However, you can schedule Incremental Replications for subsequent replication of data. See Incremental Recurrence in Step 7.

  5. Select a Microsoft Azure Location, which you previously configured as a target, to which you want to migrate the source data. See Targets.

  6. Click Configure Migration.

  7. Configure the following settings:

    Setting Name

    Description

    Schedule Settings

    Incremental Recurrence

    Specify the following:

    • Start of Recurrence: The date when you want to start the replication. You can specify the date or click the calendar icon to select the date. By default, the time is 12.00 a.m.

    • Recurrence Pattern: The pattern to follow for the recurrence of the replication. For example:

      • To use incremental recurrence everyday, select Daily.

      • To never use incremental recurrence, select None.

      NOTE:

      • Scheduled incremental replications are skipped until the first full replication is complete.

      • When you schedule incremental recurrence, the replication takes place for a maximum period of 60 days from the starting time of replication. For example:

        • If you select Daily, then the replication takes place for 60 days from the time the replication starts.

        • If you select Weekly, then the replication takes place for 8 weeks from the time the replication starts.

        • If you select Monthly, then the replication takes place for 2 months from the time the replication starts.

    Full Replication

    Do one of the following:

    • To specify a schedule for the replication, click Start and specify the date when you want to start the full replication.

    • To start full replication manually without setting a schedule, click None.

    NOTE:You must prepare the workload prior to the scheduled time.The full replication cannot run unless the target VM exists and the workload preparation is complete. Migrate skips the scheduled full replication and retries it at the next scheduled time.

    Blackout Window

    Use these settings to force a replication blackout. The replication blackout suspends scheduled replications during peak utilization hours or prevents conflicts between VSS-aware software and the PlateSpin VSS block-level data transfer component.

    To specify a blackout window, click Edit and do the following:

    • Specify the start and end time for the blackout period.

    • Select one of the blackout recurrence pattern such as daily, weekly, or monthly. If you do not want to force a replication blackout, select None.

    NOTE:The blackout start and end times are based on the system clock on the PlateSpin Server.

    Compression Level

    These settings control whether data is compressed during transmission between the source and target workloads, and the level of data compression applied. See Data Compression. Select one of the following options:

    • Fast: Consumes the least CPU resources on the source, but yields a lower compression ratio.

    • Optimal: Consumes optimal CPU resources on the source and yields an optimal compression ratio. This is the recommended option.

    • Maximum: Consumes the most CPU resources on the source, but yields a higher compression ratio.

    Bandwidth Throttling

    These settings control the bandwidth throttling. PlateSpin Migrate enables you to control the amount of available bandwidth consumed by direct source-to-target communication over the course of a workload migration. You can specify a throughput rate for each migration job. Throttling provides a way to prevent migration traffic from congesting your production network and to reduce the overall load of your PlateSpin Server.

    To throttle replications to a specified rate, specify the required throughput value in Mbps and the time pattern.

    Migration Settings

    Transfer Method

    (For Windows Workloads) Select a data transfer mechanism and security through encryption.See Supported Data Transfer Methods.

    To enable encryption, select the Encrypt Data Transfer option. See Security and Privacy

    NOTE:The Offline Transfer with Temporary Boot Environment transfer method is not applicable for the Web interface.

    Transfer Encryption

    (For Linux Workloads) To enable encryption, select the Encrypt Data Transfer option. See Security and Privacy.

    Source Credentials

    Specify the credentials required for accessing the workload. See Discovery Guidelines for Machine Types and Credentials.

    Cloud Instance Size

    Select the cloud instance size appropriate for your workload. By default, the cloud instance size that most closely matches your workload is selected. The default selection is based on Azure’s definition of instance for the following component types:

    • Number of cores

    • Amount of RAM

    • Number of data disks

    • Number of NICs

    The default instance either meets or exceed the settings for these components on the source workload. However, you can choose an instance based on your requirements. For example:

    • To reduce the number of cores or amount of RAM on the target workload, select a smaller cloud instance size in the list.

    • To migrate only some of the data disks, select a cloud instance size with fewer data disks that best fits your need. Deselect the data disks that should not be migrated until the number of disks for migration fits the selected instance.

    IMPORTANT:The Cloud Instance Size must be of the same storage type as the account. If you use a Premium Storage account in Azure for the workload, you must choose a Premium Storage cloud instance size in Migrate. Otherwise, you receive a validation error. In the Cloud Instance Size list, the Premium Storage instances are listed after the Standard Storage instances and are identified by an s or S in the name. For example: F1s and GS1 are premium storages, whereas F1 and G1 are not.

    To verify availability of Premium Storage for the target location, refer to the Microsoft Azure Products Available by Region. You must select a Standard Storage account for migration to a target location that does not support Premium Storage.

    Virtual Machine Name

    Specify a display name for the new virtual machine.

    Disks

    Specify the path to the hard disk on the target virtual machine.

    Volumes

    Select volumes to be included in the target for migration.

    NTFS Cluster Size

    (For File-Based Windows Workloads) Specify the cluster size for the NTFS volume. For information about the default cluster size for an NTFS volume, see Microsoft Support Site.

    Non-volume Storage

    (For Linux Workloads) Specify a non-volume storage, such as a swap partition, that is associated with the source workload. This storage is re-created in the migrated workload.

    Disks For Volume Groups

    (For Linux Workloads) Specify the datastore name and the path where the virtual disk must be created on the target machine. You can choose to retain the path specified by default.

    Volume Groups

    (For Linux Workloads) Specify the LVM volume groups to be migrated with the LVM logical volumes listed in the Converted Logical Volumes section of the settings.

    Converted Logical Volumes

    (For Linux Workloads) Specify one or more LVM logical volumes to be migrated for a Linux workload.

    Replication Network for Target

    Specify a network interface (NIC or IP address) on the target to use for replication traffic.

    Replication Networks for Source

    Specify one or more network interfaces (NIC or IP address) on the source to use for replication traffic.

    Services to Stop Before Any Replication

    (For Windows Workloads) We recommend that all the non-VSS compliant services or anti-virus are stopped temporarily on the source while the VSS snapshot is being captured on the source. Select the Windows services that you want to be temporarily stopped on the source workload while the VSS snapshot is being captured on the source. These services are restored as soon as the VSS snapshot creation completes.

    Services to Stop for Cutover with Replication

    (For Windows Workloads) Select the Windows services that should be permanently stopped on the source workload for cutover with any replication. The services stopped on the source workload during the replication process are not restored afterwards. This does not apply for Test Cutover.

    Daemons to Stop Before Any Replication

    (For Linux Workloads) Select the Linux services that you want to be temporarily stopped on the source workload before replication. These services will be restored back after replication completes.

    Target Workload Settings

    (These settings are applied during the Run Cutover.)

    Hostname

    Do one of the following:

    • To retain the same hostname, select No Change.

    • To change the hostname, select Set To and specify the new name.

    Domain / Workgroup

    (For Windows Workloads) Depending on whether the source workload belongs to workgroup or domain, one of the following displays:

    • Workgroup: Workgroup_name

      where Workgroup_name is the workgroup name to which the source belongs.

    • Domain: Domain_name

      where Domain_name is the domain name to which the source belongs.

    Do one of the following depending on where you want the target workload to join:

    • When the source workload belongs to a workgroup: Assume that the source workload belongs to a workgroup named WorkGroup1.

      • For the target workload to join the same workgroup (WorkGroup1), retain the following existing selection:

        Workgroup: Workgroup1

      • For the target workload to join a different workgroup (say WorkGroup2), select Join Workgroup and specify the name as WorkGroup2.

      • For the target workload to join a domain, select Join Domain and specify the domain name you want the target to join.

    • When the source workload belongs to a domain: Assume that the source workload belongs to a domain named Domain1.

      • For the target workload to join a workgroup, click Join Workgroup and specify the name of the workgroup you want the target to join.

      • For the target workload to join the same domain (Domain1) with the domain registration settings preserved, retain the following existing selection:

        Domain: Domain1

      • For the target workload to join the same domain (Domain1) without preserving the domain registration settings, select Join Domain and specify the domain name as Domain1.

      • For the target workload to join a different domain, select Join Domain and specify the domain name you want the target to join.

    Domain Credentials

    (For Windows Workloads) If you select Join Domain, specify the domain administrator credentials.

    Network Connections

    Select the local area connection and then select one of the following:

    • DHCP: Obtain an IP address automatically assigned by a DHCP server.

    • Static: Specify a static IP address.

    For Windows workloads that have more than one NIC, select the connection for each NIC.

    (For migration to Azure) For Windows workloads that have more than one NIC, the Primary option displays (by default) next to the first network name in the list. To make any other network as primary, click the Make Primary option next to the corresponding network name. For more information, see Azure Networking Guidelines.

    DNS Servers

    Specify the DNS Servers for the target workloads. This is applicable only if you select Static in the Network Connections option:

    • Primary DNS server: Specify the primary DNS server address.

    • Alternative DNS server: Specify an alternate DNS server address.

    • Additional DNS server: To specify additional DNS server addresses:

      1. Click Advanced.

      2. Specify the DNS server address.

      3. Click Add to add the server in the DNS Server Addresses list.

      4. Click OK.

    Services States on Target VM

    (For Windows Workloads) Select Windows services that must be automatically stopped on the target VM.

    Daemons States to Change

    (For Linux Workloads) Select Linux daemons that must be automatically stopped on the target VM.

    Target Workload Test Settings

    (These settings are applied during the Test Cutover)

    Hostname

    Do one of the following:

    • To retain the same hostname, select No Change.

    • To change the hostname, select Set To and specify the new name.

    Domain / Workgroup

    (For Windows Workloads) Depending on whether the source workload belongs to workgroup or domain, one of the following displays:

    • Workgroup: Workgroup_name

      where Workgroup_name is the workgroup name to which the source belongs.

    • Domain: Domain_name

      where Domain_name is the domain name to which the source belongs.

    Do one of the following depending on where you want the target workload to join:

    • When the source workload belongs to a workgroup: Assume that the source workload belongs to a workgroup named WorkGroup1.

      • For the target workload to join the same workgroup (WorkGroup1), retain the following existing selection:

        Workgroup: Workgroup1

      • For the target workload to join a different workgroup (say WorkGroup2), select Join Workgroup and specify the name as WorkGroup2.

      • For the target workload to join a domain, select Join Domain and specify the domain name you want the target to join.

    • When the source workload belongs to a domain: Assume that the source workload belongs to a domain named Domain1.

      • For the target workload to join a workgroup, click Join Workgroup and specify the name of the workgroup you want the target to join.

      • For the target workload to join the same domain (Domain1) with the domain registration settings preserved, retain the following existing selection:

        Domain: Domain1

      • For the target workload to join the same domain (Domain1) without preserving the domain registration settings, select Join Domain and specify the domain name as Domain1.

      • For the target workload to join a different domain, select Join Domain and specify the domain name you want the target to join.

    Domain Credentials

    (For Windows Workloads) If you select Join Domain, specify the domain administrator credentials.

    Network Connections

    Select the network connection and then select one of the following:

    • DHCP: Obtain an IP address automatically assigned by a DHCP server.

    • Static: Specify a static IP address.

    DNS Servers

    Specify the DNS Servers for the target workloads. This is applicable only if you select Static in the Network Connections option:

    • Primary DNS server: Specify the primary DNS server address.

    • Alternative DNS server: Specify an alternate DNS server address.

    • Additional DNS server: To specify additional DNS server addresses:

      1. Click Advanced.

      2. Specify the DNS server address.

      3. Click Add to add the server in the DNS Server Addresses list.

      4. Click OK.

    Services States on Target VM

    (For Windows Workloads) Select Windows services that must be automatically stopped on the target VM.

    Daemons States to Change

    (For Linux Workloads) Select Linux daemons that must be automatically stopped on the target VM.

    Tag

    Tag

    Select a tag to assign to the workload. For more information about tags, see Using Tags to Help Sort Workloads.

  8. (Optional) To change the target, click Change Target.

    NOTE:If you change the target, all the settings you specified will be cleared.

  9. Do one of the following:

    • Click Save to save the settings.

    • Click Save and Prepare to save the settings and start preparing the workload migration.

    • Click Cancel to exit.

8.5.2 Configuring Migration of a Workload to Amazon Web Services

  1. Launch the PlateSpin Migrate Client.

  2. Discover your source workload. See Section 6.0, Discovering Workloads and Targets.

  3. Right-click the discovered source workload and click Prepare AWS Target.

  4. Perform the following steps:

    1. To log in to your AWS account for the first time, specify the following:

      • AWS Access Key ID and AWS Secret Access Key: The two parts of an access key that is a valid set of security credentials required to access AWS account.

      • AWS Region: The geographic area to which your AWS account has access.

      During subsequent logins, these options are automatically populated with the values that you specified during your earlier login.

    2. Click Login.

    3. (Conditional) If you are logging in for the first time, the Replication Environment Details dialog displays. Specify the following and then click Save:

    4. (Conditional) If you are logging in for the first time, the Migrate Server Details dialog displays. Specify the Migrate server IP and the credentials to register the target instance with the Migrate server, then click Save.

    5. In the Prepare AWS Target dialog, do the following:

      1. Select the VPC you want to use.

        The values for the Security Group and Subnet options are automatically populated based on the VPC you select. The Instance Type option is automatically populated based on the source workload. You can select different values based on your requirements.

      2. To configure the Network Interfaces, click Configure and then select one of the following options:

        • Obtain settings automatically: To enable the network settings to be automatically assigned by a DHCP server, you select this option.

        • Use the following settings: To specify the network settings, select this option. The IP address must be unique within the supported subnet.

      3. The Target Instance Storage section displays the disk size and device name for all the disks available on the source. The disks are sorted based on the device name. You can choose to delete the existing disks or click Add Disk to add more disks based on your requirements.

    6. (Optional) Click the settings icon to modify the replication details or the Migrate server details.

    7. Click Prepare.

    8. On completion of the registration job, you are prompted to view the logs. To view the logs, click Yes.

    9. Click Close.

  5. In the PlateSpin Migrate Client, the registered target instance is listed with the name sourcename_RepEnv. Drag the source workload to this target to start a migration job.

  6. Configure the required parameters of the job. See Configuring Migration Parameters Using the Migrate Client.

  7. Run the job.

8.5.3 Configuring Migration of a Workload to VMware vCloud Director

When you add or discover a workload, the workload is listed on the Workloads page and the status is set as Not Configured. Before you migrate the workload, you must configure the workload for migration:

  1. Launch the PlateSpin Migrate Web Interface.

  2. On the Workloads page, select the workload you want to configure.

  3. Click Configure Migration.

  4. Select one of the following based on the scope of data you want to transfer from the source to the target:

    • Full Replication: A full volume of data transfer takes place from the source to the target.

    • Incremental Replication: Only differences are transferred from the source to the target, provided they have similar operating system and volume profiles.

      NOTE: PlateSpin Migrate does not support Incremental Replication for the initial replication of data to existing target workloads in VMware vCloud Director. However, you can schedule Incremental Replications for subsequent replication of data. See Incremental Recurrence in Step 7.

  5. Select a VMware vCloud Organization, which you previously configured as a target, to which you want to migrate the source data. See Targets.

  6. Click Configure Migration.

  7. Configure the following settings. Ensure that the IP address for the source workload, the replication network for target, the cutover network, and the test cutover network are all different.

    Setting Name

    Description

    Schedule Settings

    Incremental Recurrence

    Specify the following:

    • Start of Recurrence: The date when you want to start the replication. You can specify the date or click the calendar icon to select the date. By default, the time is 12.00 a.m.

    • Recurrence Pattern: The pattern to follow for the recurrence of the replication. For example:

      • To use incremental recurrence everyday, select Daily.

      • To never use incremental recurrence, select None.

      NOTE:

      • Scheduled incremental replications are skipped until the first full replication is complete.

      • When you schedule incremental recurrence, the replication takes place for a maximum period of 60 days from the starting time of replication. For example:

        • If you select Daily, then the replication takes place for 60 days from the time the replication starts.

        • If you select Weekly, then the replication takes place for 8 weeks from the time the replication starts.

        • If you select Monthly, then the replication takes place for 2 months from the time the replication starts.

    Full Replication

    Do one of the following:

    • To specify a schedule for the replication, click Start and specify the date when you want to start the full replication.

    • To start full replication manually without setting a schedule, click None.

    NOTE:You must prepare the workload prior to the scheduled time.The full replication cannot run unless the target VM exists and the workload preparation is complete. Migrate skips the scheduled full replication and retries it at the next scheduled time.

    Blackout Window

    Use these settings to force a replication blackout. The replication blackout suspends scheduled replications during peak utilization hours or prevents conflicts between VSS-aware software and the PlateSpin VSS block-level data transfer component.

    To specify a blackout window, click Edit and do the following:

    • Specify the start and end time for the blackout period.

    • Select one of the blackout recurrence pattern such as daily, weekly, or monthly. If you do not want to force a replication blackout, select None.

    NOTE:The blackout start and end times are based on the system clock on the PlateSpin Server.

    Compression Level

    These settings control whether data is compressed during transmission between the source and target workloads, and the level of data compression applied. See Data Compression. Select one of the following options:

    • Fast: Consumes the least CPU resources on the source, but yields a lower compression ratio.

    • Optimal: Consumes optimal CPU resources on the source and yields an optimal compression ratio. This is the recommended option.

    • Maximum: Consumes the most CPU resources on the source, but yields a higher compression ratio.

    Bandwidth Throttling

    These settings control the bandwidth throttling. PlateSpin Migrate enables you to control the amount of available bandwidth consumed by direct source-to-target communication over the course of a workload migration. You can specify a throughput rate for each migration job. Throttling provides a way to prevent migration traffic from congesting your production network and to reduce the overall load of your PlateSpin Server.

    To throttle replications to a specified rate, specify the required throughput value in Mbps and the time pattern.

    Migration Settings

    Transfer Method

    (For Windows Workloads) Select a data transfer mechanism and security through encryption.See Supported Data Transfer Methods.

    To enable encryption, select the Encrypt Data Transfer option. See Security and Privacy

    NOTE:The Offline Transfer with Temporary Boot Environment transfer method is not applicable for the Web interface.

    Transfer Encryption

    (For Linux Workloads) To enable encryption, select the Encrypt Data Transfer option. See Security and Privacy.

    Source Credentials

    Specify the credentials required for accessing the workload. See Discovery Guidelines for Machine Types and Credentials.

    CPU

    (For migration to vCloud and VM containers using VMware 5.1, 5.5, and 6.0 with a minimum VM hardware Level 8) Specify the number of sockets and the number of cores per socket for the target workload. It automatically calculates the total cores. This parameter applies on the initial setup of a workload with an initial replication setting of Full Replication.

    NOTE:The maximum number of cores the workload can use is subject to external factors such as the guest operating system, the VM hardware version, VMware licensing for the ESXi host, and ESXi host compute maximums for vSphere (see vSphere 5.1 Configuration Maximums).

    Some distributions of a guest OS might not honor the cores and cores per socket configuration. For example, guest OSes using SLES 10 SP4 retain their original cores and sockets settings as installed, whereas other SLES and RHEL distributions honor the configuration.

    Organization Virtual Datacenter

    (For migration to vCloud) Select a virtual datacenter associated with your organization.

    vApp

    Specify a name for the VMware vApp.

    Virtual Machine Name

    Specify a display name for the new virtual machine.

    Disks

    Specify the path to the hard disk on the target virtual machine.

    Volumes

    Select volumes to be included in the target for migration.

    NTFS Cluster Size

    (For File-Based Windows Workloads) Specify the cluster size for the NTFS volume. For information about the default cluster size for an NTFS volume, see Microsoft Support Site.

    Non-volume Storage

    (For Linux Workloads) Specify a non-volume storage, such as a swap partition, that is associated with the source workload. This storage is re-created in the migrated workload.

    Disks For Volume Groups

    (For Linux Workloads) Specify the datastore name and the path where the virtual disk must be created on the target machine. You can choose to retain the path specified by default.

    Volume Groups

    (For Linux Workloads) Specify the LVM volume groups to be migrated with the LVM logical volumes listed in the Converted Logical Volumes section of the settings.

    Converted Logical Volumes

    (For Linux Workloads) Specify one or more LVM logical volumes to be migrated for a Linux workload.

    Replication Network for Target

    Specify a network interface (NIC or IP address) on the target to use for replication traffic.

    Replication Networks for Source

    Specify one or more network interfaces (NIC or IP address) on the source to use for replication traffic.

    • DHCP: Obtain an IP address automatically assigned by a DHCP server.

    • Static - Manual: Specify a static IP address.

    • Static - IP Pool: Select this option to automatically issue IP address from the IP pool.

    For Windows workloads that have more than one NIC, select the connection for each NIC.

    For this setting, you can also specify an MTU value that the PlateSpin Migrate Linux RAM Disk (LRD) replication network can use. Setting a low value helps to avoid jabber over networks. For example: a VPN.

    The default value is an empty string. When networking is configured in the LRD, it allows the network device to set its own default, which is usually 1500. However, if you specify a value, PlateSpin Migrate adjusts the MTU when it configures the network interface.

    Services to Stop Before Any Replication

    (For Windows Workloads) We recommend that all the non-VSS compliant services or anti-virus are stopped temporarily on the source while the VSS snapshot is being captured on the source. Select the Windows services that you want to be temporarily stopped on the source workload while the VSS snapshot is being captured on the source. These services are restored as soon as the VSS snapshot creation completes.

    Services to Stop for Cutover with Replication

    (For Windows Workloads) Select the Windows services that should be permanently stopped on the source workload for cutover with any replication. The services stopped on the source workload during the replication process are not restored afterwards. This does not apply for Test Cutover.

    Daemons to Stop Before Any Replication

    (For Linux Workloads) Select the Linux services that you want to be temporarily stopped on the source workload before replication. These services will be restored back after replication completes.

    Daemons to Stop for Cutover with Replication

    (For Linux Workloads) Select the Linux services that should be permanently stopped on the source workload for Cutover with any Replication. The services stopped on the source workload during the replication process are not restored after Cutover. The stopped services are restored after a Test Cutover.

    Target Workload Settings

    (These settings are applied during the Run Cutover.)

    VM Memory

    Specify the amount of memory allocated to the target workload.

    VM Tools

    To install the VM tools, select the Install VM Tools option. This option is selected by default.

    Hostname

    Do one of the following:

    • To retain the same hostname, select No Change.

    • To change the hostname, select Set To and specify the new name.

    System Identifier (SID) - (This setting is applicable only for Windows Server 2008, Windows Server 2003, Windows XP, and Windows Vista)

    Before you generate a new SID for the Windows Server 2003 or Windows XP target workload computer, you must do the following:

    • Enable the SID generation:

      1. Open a web browser and go to:

        https://hostname or IP_address/platespinconfiguration

        Replace hostname or IP_address with the DNS hostname or IP address of your PlateSpin Migrate Server.

        If SSL is not enabled, use http in the URL.

      2. On the PlateSpin Server Configuration page, set alwaysGenerateNewSid to True.

    • Ensure that the hostname of the source and target workloads are different.

    To generate a new system identifier for the target workload, select Generate New System Identifier (SID) in the Target Workload Test Settings section of the Web Interface. For Windows Server 2008 and Windows Vista, you must specify the local Administrator account credentials. If this account has been locally renamed on the source, provide the new name. If this account is disabled on Windows Vista (by default), you must first enable it.

    Domain / Workgroup

    (For Windows Workloads) Depending on whether the source workload belongs to workgroup or domain, one of the following displays:

    • Workgroup: Workgroup_name

      where Workgroup_name is the workgroup name to which the source belongs.

    • Domain: Domain_name

      where Domain_name is the domain name to which the source belongs.

    Do one of the following depending on where you want the target workload to join:

    • When the source workload belongs to a workgroup: Assume that the source workload belongs to a workgroup named WorkGroup1.

      • For the target workload to join the same workgroup (WorkGroup1), retain the following existing selection:

        Workgroup: Workgroup1

      • For the target workload to join a different workgroup (say WorkGroup2), select Join Workgroup and specify the name as WorkGroup2.

      • For the target workload to join a domain, select Join Domain and specify the domain name you want the target to join.

    • When the source workload belongs to a domain: Assume that the source workload belongs to a domain named Domain1.

      • For the target workload to join a workgroup, click Join Workgroup and specify the name of the workgroup you want the target to join.

      • For the target workload to join the same domain (Domain1) with the domain registration settings preserved, retain the following existing selection:

        Domain: Domain1

      • For the target workload to join the same domain (Domain1) without preserving the domain registration settings, select Join Domain and specify the domain name as Domain1.

      • For the target workload to join a different domain, select Join Domain and specify the domain name you want the target to join.

    Domain Credentials

    (For Windows Workloads) If you select Join Domain, specify the domain administrator credentials.

    Network Connections

    Select the local area connection and then select one of the following:

    • DHCP: Obtain an IP address automatically assigned by a DHCP server.

    • Static: Specify a static IP address.

    For Windows workloads that have more than one NIC, select the connection for each NIC.

    DNS Servers

    Specify the DNS Servers for the target workloads. This is applicable only if you select Static in the Network Connections option:

    • Primary DNS server: Specify the primary DNS server address.

    • Alternative DNS server: Specify an alternate DNS server address.

    • Additional DNS server: To specify additional DNS server addresses:

      1. Click Advanced.

      2. Specify the DNS server address.

      3. Click Add to add the server in the DNS Server Addresses list.

      4. Click OK.

    Services States on Target VM

    (For Windows Workloads) Select Windows services that must be automatically stopped on the target VM.

    Daemons States to Change

    (For Linux Workloads) Select Linux daemons that must be automatically stopped on the target VM.

    Target Workload Test Settings

    (These settings are applied during the Test Cutover)

    VM Memory

    Specify the amount of memory allocated to the target workload.

    VM Tools

    To install the VM tools, select the Install VM Tools option. This option is selected by default.

    Hostname

    Do one of the following:

    • To retain the same hostname, select No Change.

    • To change the hostname, select Set To and specify the new name.

    System Identifier (SID) - (This Setting is applicable only for Windows Server 2008, Windows Server 2003, Windows XP, and Windows Vista)

    Before you generate a new SID for the Windows Server 2003 or Windows XP target workload computer, you must do the following:

    • Enable the SID generation:

      1. Open a web browser and go to:

        https://hostname or IP_address/platespinconfiguration

        Replace hostname or IP_address with the DNS hostname or IP address of your PlateSpin Migrate Server.

        If SSL is not enabled, use http in the URL.

      2. On the PlateSpin Server Configuration page, set alwaysGenerateNewSid to True.

    • Ensure that the hostname of the source and target workloads are different.

    To generate a new system identifier for the target workload, select Generate New System Identifier (SID) in the Target Workload Test Settings section of the Web Interface. For Windows Server 2008 and Windows Vista, you must specify the local Administrator account credentials. If this account has been locally renamed on the source, provide the new name. If this account is disabled on Windows Vista (by default), you must first enable it.

    Domain / Workgroup

    (For Windows Workloads) Depending on whether the source workload belongs to workgroup or domain, one of the following displays:

    • Workgroup: Workgroup_name

      where Workgroup_name is the workgroup name to which the source belongs.

    • Domain: Domain_name

      where Domain_name is the domain name to which the source belongs.

    Do one of the following depending on where you want the target workload to join:

    • When the source workload belongs to a workgroup: Assume that the source workload belongs to a workgroup named WorkGroup1.

      • For the target workload to join the same workgroup (WorkGroup1), retain the following existing selection:

        Workgroup: Workgroup1

      • For the target workload to join a different workgroup (say WorkGroup2), select Join Workgroup and specify the name as WorkGroup2.

      • For the target workload to join a domain, select Join Domain and specify the domain name you want the target to join.

    • When the source workload belongs to a domain: Assume that the source workload belongs to a domain named Domain1.

      • For the target workload to join a workgroup, click Join Workgroup and specify the name of the workgroup you want the target to join.

      • For the target workload to join the same domain (Domain1) with the domain registration settings preserved, retain the following existing selection:

        Domain: Domain1

      • For the target workload to join the same domain (Domain1) without preserving the domain registration settings, select Join Domain and specify the domain name as Domain1.

      • For the target workload to join a different domain, select Join Domain and specify the domain name you want the target to join.

    Domain Credentials

    (For Windows Workloads) If you select Join Domain, specify the domain administrator credentials.

    Network Connections

    Select the network connection and then select one of the following:

    • DHCP: Obtain an IP address automatically assigned by a DHCP server.

    • Static: Specify a static IP address.

    DNS Servers

    Specify the DNS Servers for the target workloads. This is applicable only if you select Static in the Network Connections option:

    • Primary DNS server: Specify the primary DNS server address.

    • Alternative DNS server: Specify an alternate DNS server address.

    • Additional DNS server: To specify additional DNS server addresses:

      1. Click Advanced.

      2. Specify the DNS server address.

      3. Click Add to add the server in the DNS Server Addresses list.

      4. Click OK.

    Services States on Target VM

    (For Windows Workloads) Select Windows services that must be automatically stopped on the target VM.

    Daemons States to Change

    (For Linux Workloads) Select Linux daemons that must be automatically stopped on the target VM.

    Tag

    Tag

    Select a tag to assign to the workload. For more information about tags, see Using Tags to Help Sort Workloads.

  8. (Optional) To change the target, click Change Target.

    NOTE:If you change the target, all the settings you specified will be cleared.

  9. Do one of the following:

    • Click Save to save the settings.

    • Click Save and Prepare to save the settings and start preparing the workload migration.

    • Click Cancel to exit.