The Settings page lets you perform various configurations such as creating licenses, creating workload tags, creating notification settings, and setting permissions. For more information about the various configuration options, review the following sections:
In the PlateSpin Migrate Web Interface, the Workloads page might display a long list of workloads. Sorting through these workloads to manage operations for similar workloads can be time-consuming. To overcome this issue, you can create a tag and attach the tag to all similar workloads. Tags enable you to group similar workloads so that you can easily manage operations on these workloads.
The Workload Tags page (Settings > Workload Tags) displays all the available tags. You can create new tags and edit or delete any existing tags.
To create workload tags:
In the PlateSpin Migrate Web Interface, click Settings > Workload Tags > Create Workload Tag.
On the Workload Tag Creation page, specify a tag name (25-character limit) and select a color to associate with the tag.
Click Save to list the tag on the Workload Tags page.
The Workloads page includes a Tag column where the single tag you associate with a workload is displayed. You can sort on this column to group similar workloads together. This enables you to run operations on the tagged workloads at the same time.
To associate a tag with a workload:
In the PlateSpin Migrate Web Interface, click Settings > Workloads.
In the workload list, select the workload you want to tag and click Configure Migration.
In the Tag section of the configuration page, select the tag name you want to associate with the workload and click Save.
To disassociate a tag from a workload:
In the PlateSpin Migrate Web Interface, click Settings > Workloads.
In the workload list, select the workload for which you want to remove the tag and click Configure Migration.
In the Tag section of the configuration page, select the empty string and click Save.
NOTE:
When you export a workload with a tag setting to a new server, the tag settings persist.
You cannot delete a tag if it is associated with any workload in the list.
PlateSpin Migrate provides a granular application-level access mechanism that allows specific users to carry out specific workload migration tasks on specified workloads. This is accomplished by setting up security groups.
Assign a PlateSpin Migrate user a Workload Migration Role whose permissions best suit that role in your organization. For more information about the workload migration roles, see PlateSpin Migrate User Guide on the Documentation Website.
In the PlateSpin Migrate Web Interface, click Settings > Permissions.
On the Security Groups page, click Create Security Group.
In the Security Group Name field, specify a name for the security group.
(Optional) Click Add Users to select the users you want to grant access to this security group and click OK.
A PlateSpin Migrate user you recently added to the PlateSpin Server host might not immediately list in the user interface. To list such newly added users, click Refresh User Accounts.
(Optional) Click Assign Workloads, select the workloads you want to include in this group and click OK.
Only the users of this security group have access to these workloads.
Click Create to add the new group to the security groups list on the Security Groups page.
NOTE:The default users created during Migrate installation are added to every security group you create, by default.
(Optional) To edit a security group, click the security group name on the Security Groups page and edit the group information as required.
To delete a security group, click Delete next to the security group name you want to delete.
You can configure PlateSpin Migrate to automatically send notifications of events and replication reports to specified email addresses. This functionality requires that you first specify a valid SMTP server for PlateSpin Migrate to use.
In the PlateSpin Migrate Web Interface, click Settings > SMTP.
Specify the following:
SMTP Server Address: The address of the SMTP server.
Port: The port at which the SMTP server is listening. By default, it is 25.
Reply Address: The address from which you want to send email event and progress notifications.
Username and Password: Provide valid credentials if your SMTP server requires authentication.
Click Save.
To set up automatic event notifications:
Configure an SMTP server for PlateSpin Migrate to use. See SMTP Configuration.
In the PlateSpin Migrate Web Interface, click Settings > General Notification Settings.
Select the Enable Notifications option.
Click Edit Recipients, specify the required email addresses separated by commas and click OK.
Click Save.
To delete an email address, click Remove next to the address that you want to delete.
The following event types triggers email notifications if notification is configured. The events are always added to the System Application Event Log according to the log entry types such as Warning, Error, and Information.
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Event Types |
Remarks |
|---|---|
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Log Entry Type: Warning |
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IncrementalReplicationMissed |
Generates when any of the following applies:
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FullReplicationMissed |
Similiar to IncrementalReplicationMissed event. |
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WorkloadOfflineDetected |
Generated when the system detects that a previously online workload is now offline. Applies to workloads whose migration state is not Paused. |
|
Log Entry Type: Error |
|
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FailoverFailed |
|
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FullReplicationFailed |
|
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IncrementalReplicationFailed |
|
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PrepareFailoverFailed |
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Log Entry Type: Information |
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FailoverCompleted |
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FullReplicationCompleted |
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IncrementalReplicationCompleted |
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PrepareFailoverCompleted |
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TestFailoverCompleted |
Generates upon manually marking a Test Cutover operation a success or a failure. |
|
WorkloadOnlineDetected |
Generates when the system detects that a previously offline workload is now online. Applies to workloads whose migration state is not Paused. |
NOTE:Although event log entries have unique IDs, the IDs are not guaranteed to remain the same in future releases.
Set up an SMTP server for PlateSpin Migrate to use. See SMTP Configuration.
In the PlateSpin Migrate Web Interface, click Settings > Email > Report Notification Settings.
Select the Enable Report Notifications Reports option.
In the Report Recurrence section, click Edit and specify the required recurrence pattern for the reports.
In the Recipients section, click Edit Recipients to specify the required email addresses separated by commas and click OK.
(Optional) In the Migrate Access URL section, specify a non-default URL for your PlateSpin Server. For example, if your PlateSpin Server host has more than one NIC or is located behind a NAT server. This URL affects the title of the report and the functionality of accessing relevant content on the server through hyperlinks within emailed reports.
Click Save.
For information on other types of reports that you can generate and view on demand, see Generating Workload and Workload Migration Reports.
To configure product licenses, click Settings > Licenses. The Licenses page displays information about the existing licenses, allows you to add new licenses and delete existing licenses, and generate the licensing report.
For PlateSpin Migrate product licensing, you must have a license activation code. If you do not have a license activation code, request one through the Customer Center. A license activation code will be emailed to you.
NOTE:If you are an existing PlateSpin customer and you do not have a Customer Center account, you must first create an account using the same email address as specified in your purchase order. See Create Account.
To activate your product license, you have the following two options:
Online activation requires that your PlateSpin Migrate Web Interface has Internet access.
NOTE:HTTP proxies might cause failures during online activation. Offline activation is recommended for users in environments that use HTTP proxy.
To set up online license activation:
In the PlateSpin Migrate Web Interface, click Settings > Licenses, then click Add license.
Click Online Activation.
Specify the email address that you provided when you placed your order and the activation code you received, then click Activate.
The system obtains the required license over the Internet and activates the product.
For offline activation, you must first use a computer that has Internet access to obtain a PlateSpin Migrate license key.
In the PlateSpin Migrate Web Interface, click Settings > Licenses, then click Add license.
Click Offline Activation and copy the hardware ID displayed in the interface.
Use a web browser on a computer that has Internet access to navigate to the PlateSpin Product Activation website. Log in with your Customer Center user name and password.
Open the PlateSpin Activate Order page to generate a license key file. You need the following information:
activation code that you received
email address that you provided when you placed your order
hardware ID that you copied in Step 2
Save the generated license key file, transfer it to the product host that does not have Internet connectivity, and use it to activate the product.
In the PlateSpin Migrate Web Interface on the License Activation page, browse to the location of the license key file, then click Activate.
The license key file is saved and the product is activated based on this file.