PlateSpin Transformation Manager User Guide
- PlateSpin Transformation Manager User Guide
- Getting Started
- Overview of PlateSpin Transformation Manager
- Inherent Challenges for Workload Transformation
- Benefits of Using Transformation Manager for Large-Scale Transformations
- PlateSpin Migration Factory Environment
- PlateSpin Discovery Environment
- Planning Mode and Automated Mode
- Transformation Methods
- Transformation Planning Workflow
- Key Components and Capabilities
- Planning Projects in the Web Interface
- What’s Next
- Planning for PlateSpin Transformation Manager
- Requirements
- Deployment Requirements for Automated Migration
- Network Connectivity and Access Requirements
- Security Guidelines
- Getting Started Checklist
- Using the Web Interface
- Prerequisites for Using the Web Interface
- Accessing the Web Interface
- Web Interface Toolbar
- Global Project Selector
- Bulk Actions
- Show Link for Navigation URLs
- Bookmarks
- Custom Display and Filters for Lists
- Scrolling Up and Down in Lists
- Multiple Item Selection in Lists
- Configuration
- Managing Licenses
- About Licenses
- How Workloads Consume Licenses
- Adding a License Key
- Adding a License Block
- Viewing License Status for a Workload
- License Warnings
- Monitoring PlateSpin Migrate Connectors
- About the Connectors List
- Viewing Migrate Connector Assignments
- Viewing Migrate Connector Connection Status
- Deleting a Connector Instance
- Troubleshooting Migrate Connector Connections
- Configuring PlateSpin Migrate Connector
- About Global Options for Connectors
- Viewing Global Migrate Connector Settings
- Configuring Global Settings for Migrate Connector
- Assigning a Migrate Connector Instance
- Configuring Operating Systems
- About Operating System Types
- Viewing the List of Operating System Types
- Creating an Operating System Type
- Editing an Operating System Type
- Deleting an Operating System Type
- Configuring a Custom UI Theme for the Web Interface
- Users
- Overview of PlateSpin User Management
- System Users and Organization Users
- Roles
- Example: Digital Airlines Users
- Managing Organizations
- About Organizations
- Creating an Organization
- Uploading an Organization Logo
- Editing an Organization
- Removing an Organization
- Managing Users
- About Users
- Viewing Users
- Creating a User
- Creating a User for Connector Login
- Editing a User
- Changing a User Password
- Removing a User
- Managing Groups
- About Groups
- Viewing Groups
- Creating a Group
- Editing a Group
- Removing a Group
- Planning Transformation Projects
- Overview of Project Planning
- Planning Waves and Batches
- Prerequisites for Planning
- Granting Access
- Transforming Workloads
- Scheduling Dates
- Dashboard
- Using the Dashboard
- Viewing Counts and Status for a Project, Wave, or Batch
- Viewing Workload Status
- What’s Happening
- Bookmarks
- Recently Viewed
- Managing Projects
- About Projects
- Prerequisites for Projects
- Viewing a Project
- Creating a Project
- Editing a Project
- Configuring Custom Field Names for a Project
- Configuring Project Associations
- Deleting a Project
- Managing Waves
- About Waves
- Prerequisites for Waves
- Viewing Waves
- Creating a Wave
- Editing a Wave
- Configuring Wave Associations
- Deleting a Wave
- Managing Batches
- About Batches
- Prerequisites for Batches
- Viewing a Batch
- Creating a Batch
- Editing a Batch
- Moving a Batch to a Different Wave
- Configuring Batch Associations
- Deleting a Batch
- Managing Applications
- About Applications
- Prerequisites for Applications
- Viewing Applications
- Creating Applications
- Creating Applications during Spreadsheet Import
- Editing Applications
- Associating Applications and Workloads
- Deleting an Application
- Workloads
- Overview of Workloads
- Automated Mode
- Workload Types
- Workload Transformation Methods
- OS Types
- Custom Fields
- Importing and Discovering Workloads
- About Source Workload Details
- About Workload Discovery
- Viewing Workloads
- Importing Workloads with a Spreadsheet
- Importing Workloads with Auto-Discovery
- Retrying Workload Discovery
- Rediscovering Workloads
- Configuring Workload Transformations
- About the Workload Dialog
- Viewing the Workloads List
- Viewing a Workload NIC and Volume Summary
- Locating Workloads with the Filter and Advanced Search
- Viewing Workload Details for Automated Transformations
- Tracking Workload Status for External Migrations
- Editing the Workload Transformation
- Configuring the Source NIC to Use for Replication
- Editing a Workload Transformation after Submit
- Bulk Edit for Multiple Proposed Workloads
- Bulk Status Change for Multiple Proposed Workloads
- Synchronizing Edits from the Migrate Server
- Viewing the Transformation History
- Adding User Notes to the Transformation History
- Withdrawing a Submitted Workload
- Deleting a Workload
- Bulk Import Spreadsheet
- About Spreadsheet Import
- Spreadsheet Parameters
- Downloading a Sample Import Spreadsheet
- Validating a Spreadsheet
- Downloading the Results Spreadsheet
- Re-Importing Workloads
- Resources
- Overview of Resources
- About Resources
- Prerequisites for Resources
- Managing Credentials Resources
- About Credentials Resources
- Viewing Credentials
- Creating a Credential
- Associating Credentials with Workloads, Hosts, or Migration Servers
- Editing a Credential
- Deleting a Credential
- Managing Host Resources
- About Automated Host Discovery
- About Host Resources
- Viewing Hosts
- Creating Source Hosts
- Creating a Target Host
- Retrying Host Discovery
- Rediscovering Hosts
- Editing Target Hosts
- Associating Hosts and Target Workloads
- Deleting a Host
- Managing Migration Server Resources
- About Migration Server Resources
- Viewing Migration Server Resources
- Creating a Migration Server Resource
- Associating Migration Servers and Target Workloads
- Editing a Migration Server Resource
- Deleting a Migration Server
- Managing Network Resources
- About Network Resources
- Viewing Networks
- Creating a Source Network
- Creating a Target Network
- Associating Networks and Target Workloads
- Editing a Target Network
- Deleting a Network
- Managing Datastore Resources
- About Datastore Resources
- Viewing Datastores
- Creating a Source Datastore
- Creating a Target Datastore
- Associating Datastores and Target Workloads
- Editing a Target Datastore
- Deleting a Target Datastore
- Managing Resource Pool Resources
- About Resource Pool Resources
- Viewing Resource Pools
- Creating a Resource Pool
- Associating Resource Pools with Workloads
- Editing a Resource Pool
- Deleting a Resource Pool
- Managing Environment Resources
- About Environment Resources
- Viewing Environments
- Creating a Source Environment
- Creating an Environment
- Associating Environments and Target Workloads
- Editing an Environment
- Deleting an Environment
- Appendixes
- Global Planning Objects
- User Roles
- Workload Types
- Workload Transformation Methods
- Operating System Families
- Operating System Architectures
- Cloud Providers
- Virtualization Technologies (Hypervisors)
- Volume Types
- Storage Mapping Strategies
- Storage Objects
- Disk Copy Methods
- Compression Levels
- Migration Server Types
- Host Discovery States
- Project Phases
- Transformation Phases
- Workload Health
- Workflow Status
- Migration Sub Status
- Documentation Updates
- June 2018
- Legal Notice