21.10 Bulk Edit for Multiple Proposed Workloads

The Bulk Edit function is a powerful editor that allows you to apply the same parameter setting to multiple selected workloads at a time. Each parameter is independent, and applies separately against a set of selected workloads. Bulk Edit validates each value against the type of workload and other characteristics to ensure that the change is made only if the setting is a valid option for that workload. This safeguard allows you to concurrently edit a set of diverse workloads that have a logical relationship that is meaningful to your network environment.

21.10.1 About Bulk Edit

The Bulk Edit dialog title area provides information about the number of workloads that you have preselected in the Workloads list before opening the Bulk Edit dialog. A System Administrator and users with Project Manager or Project Architect roles in multiple projects are able to select workloads across projects.

If a specified parameter value applies to one or more selected workloads, the confirmation dialog identifies the number of affected workloads, the number of skipped workloads, and the issues that resulted in skipped workloads.

NOTE:If you specify values for multiple parameters in the same bulk edit request, the confirmation dialog does not present all of the various matching conditions for the remainder of the parameters. It reports on only the first match it encounters. Thus, if you seek clear cause-and-effect reporting, you should edit only one parameter setting at a time in your bulk edit request.

Workloads might be skipped if the specified change or value is not valid for the workload type. For example, Host and Datastore changes apply only to target virtual workloads, or to workloads where the Transformation Method is unknown. Cloud Provider applies only to target cloud workloads, or to workloads where the Transformation Method is unknown.

Some actions cannot be performed against a selected workload based on the workload state:

  • Values for workloads in a Submitted or later state are not editable. You must withdraw the workload to return it to an editable state.

  • Values for workloads in a Completed state are not editable. For workloads in Planning Mode, you can reopen the workload to return it to an editable state. If the Completed state was initiated from a parent wave, batch, or project, you must reopen the parents first.

Table 21-5 describes values displayed in the Bulk Edit dialog header. It tallies the number of total workloads currently selected and the number of projects represented in that list. Bulk edit allows editing across projects based on the permissions of the roles associated with the logged in user.

Table 21-5 Bulk Edit Status about Selected Workloads

Parameter

Description

Number of workloads selected

The number of workloads that you have preselected in the Workloads list before opening the Bulk Edit dialog.

Number of projects represented

A System Administrator and users with Project Manager or Project Architect roles in multiple projects are able to select workloads across projects.

Table 21-6 describes wave, batch, and network parameters that apply for workloads in a single project at a time. When you select values, it narrows the action to workloads for a specific project. After you apply the change for one project, you can clear the Project field, and select different values to isolate a second Project, and so on until all appropriate changes are complete.

Table 21-6 Bulk Edit Parameters for a Single Project at a Time

Parameter

Description

Project

The Project value is informational if you preset the Global Project Selector. All selected workloads belong to that project.

If you select any of the project-specific parameters, the Project value represents the project related to your selected value. All remaining project-related parameter values are restricted based on that choice.

Wave

This option reflects the parent wave of the target batch and sets the Project value if it is not set.

Batch

Set the target batch assignment for the selected workloads. It sets the parent wave and project if they are not set.

Each workload inherits the dates from the newly assigned batch. Manual date settings override inheritance. If manual dates fall outside the new execution window, the affected dates display in a red font in the Workloads list and the Workload dialog.

Remove from Batch and Wave

Move selected workloads out of their current assigned batches and waves.

VLAN ID

For any network, change the VLAN ID:

  • From any value to the specified value.

  • From a specified value to a new specified value.

For a specified network, change the VLAN ID:

  • From any value to the specified value.

  • From a specified value to a new specified value.

Network resource

For any NIC, change the Network resource:

  • From any value to the specified value.

  • From a specified value to a new specified value.

For a specified NIC, change the network resource:

  • From any value to the specified value.

  • From a specified value to a new specified value.

Host resource

Change the Host resource:

  • From any value to the new specified value.

  • From a specified value to a new specified value.

The Host resource setting applies only to virtual target workloads, or to workloads where the Transformation Method is not currently set.

Datastore resource

Change the Datastore resource:

  • From any value to the new specified value.

  • From a specified value to a new specified value.

The Datastore resource setting applies to virtual workloads, or to workloads where the Transformation Method is not currently set.

Migration Server resource

Change the Migration Server resource:

  • From any value to the new specified value.

  • From a specified value to a new specified value.

Replication network

Change the Replication network:

  • From any network to the new specified network.

  • From a specified network to a new specified network.

Table 21-7 describes parameters that apply to all selected workloads that are in an editable state.

Table 21-7 Bulk Edit Parameters for a Single Project or Multiple Projects

Parameter

Description

Transformation Method

Specify the transformation method. The setting applies only to workloads where the source workload type matches.

For example, Physical to Cloud modifies the proposed transformation type only for physical source workloads in the selected workloads.

Disk Copy Method

Specify the disk copy method: block with driver (reboot is required), block without driver, and file.

Cloud Provider

Specify a cloud provider for the cloud workloads.

NOTE:The Cloud Provider setting applies to cloud workloads, or to workloads where the Transformation Method is not currently set.

Applications

Specify the application you want to add to selected workloads. You can apply only one application at a time to selected workloads.

Start Date

Set the start date of the transformation execution.

Start Time

Set the time of day to begin the transformation execution. Select from a list of times in 15-minute increments. The time is based on the time zone of the PlateSpin Migrate server that you will use to execute the migration.

NOTE:The actual start time might be delayed by a few minutes, based on the PlateSpin Migrate Connector polling interval for the PlateSpin Migrate server. The default interval is 5 minutes (300 seconds).

Cutover Date

Set the cutover date for the workload.

Cutover Time

Set the time of day to begin the cutover execution. Select from a list of times in 15-minute increments. The time is based on the time zone of the PlateSpin Migrate server that you will use to execute the migration.

If the Start Date and Cutover Date are the same, the Cutover Time must be after the Start time.

NOTE:The actual start time might be delayed by a few minutes, based on the PlateSpin Migrate Connector polling interval for the PlateSpin Migrate server. The default interval is 5 minutes (300 seconds).

On Hold

Select True to pause the workload transformation workflow for the selected workloads.

Amount of Memory

Specify the size of the target memory.

Custom Fields

Each custom field that you define for a project appears in the form if the Global Project Selector is set to a specific project.

NOTE:The custom fields display only when a single project is actively selected or specified by the Global Project Selector.

21.10.2 Selecting Workloads for Bulk Edit

Before you open the Bulk Edit dialog, use the Global Project Selector, Filter, Advanced Search, sort, and multiple select functions to refine the Workloads list and select the workloads for action. You can pre-select any number of workloads for concurrent bulk editing actions.

To select the workloads for a bulk edit action:

  1. (Conditional) To work with workloads for a single project, click the Project Selector, then select the project of interest.

  2. In the Web Interface, select Planning in the toolbar, then select the Workloads tab.

  3. Use the Filter and Advanced Search options to refine the workloads list.

  4. Use the multiple-select functions to select one or more workloads that you want to modify in the same way.

  5. Mouse over the Workloads tab to view the number of workloads currently in the list, and the number of workloads that are selected.

  6. Continue with Section 21.10.3, Applying a Bulk Edit.

21.10.3 Applying a Bulk Edit

After your selection is ready, use the Bulk Edit dialog to specify values for one or more parameters in the selected workloads.

To perform a bulk edit:

  1. After you select the workloads for action, click Bulk Edit.

  2. Specify the information you want to change for the selected workloads. See Section 21.10.1, About Bulk Edit.

    The following fields apply to a single selected project:

    • Project

    • Wave

    • Batch

    • Remove from Batch and Wave

    • VLAN ID (network, from VLAN ID, to VLAN ID)

    • Network resource (NIC, from Network, to Network)

    • Host resource (from Host, to Host)

    • Datastore resource (from Datastore, to Datastore)

    • Migration Server resource (from Migration Server, to Migration Server)

    • Replication Network (from Network, to Network)

    The following fields apply to all selected workloads:

    • Transformation Method

    • Disk Copy Method

    • Cloud Provider

    • Applications

    • Start Date

    • Start Time

    • Cutover Date

    • Cutover Time

    • On Hold

    • Amount of Memory

    • Custom field values (available only if the Global Project Selector is set or a single project is actively selected in the dialog)

  3. Click Apply.

  4. Review the confirmation message, then click Proceed.

    Workloads placed in an On Hold status are dimmed in the Workloads list.