3.0 Getting Started Checklist

Use this checklist to get acquainted with the Web Interface and set up a transformation project for your organization.

Table 3-1 Getting Started Checklist

Status	Task	For information, see
	Log in to the Web Interface using the System Administrator user account that you created during the PTM Appliance setup.	Accessing the Web Interface
	Familiarize yourself with the Web Interface.	Web Interface Toolbar Global Project Selector Bulk Actions Show Link for Navigation URLs Bookmarks Custom Display and Filters for Lists Multiple Item Selection in Lists
	Create an organization.	About Organizations Creating an Organization (0ptional) Uploading an Organization Logo
	Create a transformation project.	About Projects Creating a Project
	Create one or more Waves for the project.	About Waves Creating a Wave
	For each Wave, create one or more Batches.	About Batches Creating a Batch
	Create user accounts for your project, and assign each user to project roles as appropriate.	Roles Creating a User
	Prepare one or more Import Spreadsheets for the project, or use Import with automated discovery.	Bulk Import Spreadsheet Importing Workloads with a Spreadsheet Importing Workloads with Auto-Discovery
	Create applications that are available to proposed workloads as you define transformations.	About Applications Creating Applications Table B-8, Application Parameter
	Create target resources that are available to proposed workloads as you define transformations.	Resources Credentials Hosts Migration Servers Networks Datastores Resource Pools Environments
	For each imported workload, use bulk edit or individual edit to define the transformation method and details for the proposed workload.	Overview of Workloads Editing the Workload Transformation Bulk Edit for Multiple Proposed Workloads
	As a Project Architect, submit one or more workloads for transformation.	Status and Retry Figure 21-1, The Transformation Workflow Bulk Status Change for Multiple Proposed Workloads
	(Automated Migration) As a Migration Specialist, monitor the workload transformations.	Deployment Requirements for Automated Migration Status and Retry Migration Sub Status
	(Manual Migration) As a Migration Specialist, execute the workload transformations, and update their transformation status in PTM.	Status and Retry Figure 21-1, The Transformation Workflow Bulk Status Change for Multiple Proposed Workloads
	(Tracking External Migration) As a Migration Specialist, set up, configure, and execute migrations on the project’s PlateSpin Migrate servers. Monitor status changes in PTM that are received from the Migrate server.	Tracking Workload Status for External Migrations
	Monitor the project status by viewing core metrics and related reports in the real-time visual dashboard.	Using the Dashboard Viewing Counts and Status for a Project, Wave, or Batch What’s Happening Bookmarks Recently Viewed