2.0 Getting Started

After you install and configure your PlateSpin Transformation Manager Appliance, you can use this checklist to get acquainted with the Web Interface and set up a transformation project for your organization.

Table 2-1 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 appliance setup.	Accessing the Web Interface
	Familiarize yourself with the Web Interface.	Web Interface Toolbar Project Selector Bulk Actions Show Link for Navigation URLs 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 Projects
	Create one or more Waves for the project.	About Waves Creating Waves
	For each Wave, create one or more batches.	About Batches Creating Batches
	Create user accounts for your project, and assign each user to one of the project roles.	Roles Creating a User
	Prepare one or more Bulk Import Spreadsheets for the project.	Bulk Import Spreadsheet
	Use Bulk Import to validate the spreadsheet and Import workloads to the project.	Importing Workloads for a Project (Bulk Import)
	Create applications that are available to proposed workloads as you define transformations.	About Applications Creating Applications
	Create target resources that are available to proposed workloads as you define transformations.	Managing Resources Credentials Hosts Networks Datastores Environments Migration Servers Resource Pools
	For each imported workload, use bulk edit or individual edit to define the transformation method and details for the proposed workload.	About Workloads Editing a Proposed Workload Bulk Editing Multiple Proposed Workloads
	As a Project Architect, submit one or more workloads for transformation.	Status Figure 11-1, The Transformation Workflow Bulk Status Change for Multiple Proposed Workloads
	As a Migration Specialist, execute the workload transformations, and update their transformation status in PTM.	Status Figure 11-1, The Transformation Workflow Bulk Status Change for Multiple Proposed Workloads
	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