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
        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
        Custom Display and Filters for Lists
        Scrolling Up and Down in Lists
        Multiple Item Selection in Lists
      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
      Overview of PlateSpin User Management
        System Users and Organization Users
        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
        Using the Dashboard
        Viewing Counts and Status for a Project, Wave, or Batch
        Viewing Workload Status
        What’s Happening
        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
      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
      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
      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