When you add or discover a workload, the workload is listed on the Workloads page and the status is set as Not Configured. Before you migrate the workload, you must configure the workload for migration:
Launch the PlateSpin Migrate Web Interface.
If you have not configured a Amazon Cloud Region as a migration target, click Targets > Add Target, and then configure the target AWS cloud platform.
See Targets.
On the Workloads page, select the workload you want to configure.
Click Configure Migration.
Specify the Initial Transfer Method for replication based on the scope of data you want to transfer from the source to the target:
Full Replication: Migrate replicates the full volume from the source to the target.
Incremental Replication: Migrate replicates only differences in data from the source to the target, provided the workloads have similar operating system and volume profiles.
NOTE:PlateSpin Migrate does not support Incremental Replication for the initial replication of data to existing target workloads in Amazon Cloud. However, you can schedule Incremental Replications for subsequent replication of data. See Incremental Recurrence in Step 8.
Select an existing Amazon Cloud Region target to which you want to migrate the source workload.
Click Configure Migration.
Configure the following settings:
Schedule Settings |
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Incremental Recurrence |
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Specify the time and pattern when you want to run incremental replications after the first full replication, or start each incremental replication manually. The default setting is None. The incremental replications are unscheduled. To set or modify the incremental recurrence time and pattern:
NOTE:
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Full Replication |
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Specify when you want the first full replication to run, or start the first full replication manually. The first full replication is a one-time event, but the run is attempted daily as scheduled until the first replication begins and completes successfully. The default setting is None. The first full replication is unscheduled. NOTE:You must prepare the workload prior to the scheduled time or the manual start.The full replication cannot run unless the target VM exists and the workload preparation is complete. If they are not ready, Migrate skips the scheduled full replication and retries it at the scheduled time on the next day. To set or modify the schedule for the first full replication:
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Blackout Window |
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Specify a replication blackout window that suspends scheduled replication activities for a specified period of time and pattern. For example, suspend replications during peak network utilization hours or to prevent conflicts between VSS-aware software and the PlateSpin VSS block-level data transfer component. The default setting is None. No blackout window is scheduled. To set or modify a blackout window:
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Compression Level |
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This setting controls whether data is compressed during transmission between the source and target workloads, and the level of data compression applied.See Data Compression. Select one of the following options:
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Bandwidth Throttling |
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Bandwidth throttling enables you to control the amount of available bandwidth consumed by direct source-to-target communication over the course of a workload migration. Throttling helps to prevent migration traffic from congesting your production network and to reduce the overall load of your PlateSpin Server. You can specify a throughput rate for each migration job. Throttling is disabled by default with a Throttling Rate value of Off. To throttle replications to a specified rate:
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Migration Settings |
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Transfer Method |
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(For Windows Workloads) Select a data transfer mechanism and security through encryption.See Supported Data Transfer Methods. To enable encryption, select the Encrypt Data Transfer option. See Security and Privacy. NOTE:The Offline Transfer with Temporary Boot Environment transfer method is not applicable for the Web interface. |
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Transfer Encryption |
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(For Linux Workloads) To enable encryption, select the Encrypt Data Transfer option.See Security and Privacy. |
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Source Credentials |
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Specify the credentials required for accessing the workload. See Discovery Guidelines for Source Workloads. |
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Virtual Machine Name |
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Specify a display name for the new virtual machine. |
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License Type |
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Select the OS licensing model on the target workload.
NOTE:
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Disks |
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Select a disk type for each disk. The Disk Type option lists the type of disks that AWS supports. See Amazon EBS Volume Types. Select an encryption key to enable encryption of AWS target instance disks. Ensure that the currently logged in IAM user has sufficient permissions to use this encryption key. For information about creating the encryption key, see Creating Keys. |
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Volumes |
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Select volumes to be included in the target for migration. |
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NTFS Cluster Size |
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(For File-Based Windows Workloads) Specify the cluster size for the NTFS volume. For information about the default cluster size for an NTFS volume, see the Microsoft Support KB Article 140365. |
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Non-volume Storage |
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(For Linux Workloads) Specify a non-volume storage, such as a swap partition, that is associated with the source workload. This storage is re-created in the migrated workload. |
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Disks For Volume Groups |
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(For Linux Workloads) Specify the datastore name and the path where the virtual disk must be created on the target machine. You can choose to retain the path specified by default. |
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Volume Groups |
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(For Linux Workloads) Specify the LVM volume groups to be migrated with the LVM logical volumes listed in the Converted Logical Volumes section of the settings. |
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Converted Logical Volumes |
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(For Linux Workloads) Select LVM logical volumes to be included in the target for migration. |
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Replication Network for Target |
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The replication NIC is the primary NIC that you specify in Target Workload Settings> Network Connections.
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Replication Networks for Source |
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Specify one or more network interfaces (NIC or IP address) on the source workload to use for replication traffic that are valid for communications with the replication environment. If the network for the NIC you specify is not part of your AWS VPN, ensure that the NIC has a public IP address. |
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Services to Stop Before Any Replication |
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(For Windows Workloads) We recommend that all the non-VSS compliant services or antivirus are stopped temporarily on the source while the VSS snapshot is being captured on the source. Select the Windows services that you want to be temporarily stopped on the source workload while the VSS snapshot is being captured on the source. These services are restored as soon as the VSS snapshot creation completes. |
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Services to Stop for Cutover with Replication |
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(For Windows Workloads) Select the Windows services that should be permanently stopped on the source workload for cutover with any replication. The services stopped on the source workload during the replication process are not restored afterwards. This does not apply for Test Cutover. |
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Daemons to Stop before Any Replication |
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(For Linux Workloads) Select the Linux services that you want to be temporarily stopped on the source workload before replication. These services will be restored back after replication completes. |
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Daemons to Stop for Cutover with Replication |
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(For Linux Workloads) Select the Linux services that should be permanently stopped on the source workload for Cutover with any Replication. The services stopped on the source workload during the replication process are not restored after Cutover. The stopped services are restored after a Test Cutover. |
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Target Workload Settings (These settings are applied during the Run Cutover) |
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Tenancy |
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Select one of the following options to specify whether your instance should run on a shared or a dedicated hardware:
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Cloud Instance Size |
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Click Change Cloud Instance Size to select a supported cloud instance size appropriate for your workload. NOTE:
By default, Migrate selects a cloud instance size that most closely matches your source workload for the following components:
The default instance either meets or exceed the settings for each of these components on the source workload. However, you can choose a smaller instance size based on your requirements:
NOTE:The i3.16xlarge cloud instance size is not supported for migration of Windows Server 2008 R2 Workload to AWS. Use a supported cloud instance size other than i3.16xlarge. |
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AWS Instance Tags |
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AWS allows you to assign metadata to their resources in the form of tags thereby making it easy to manage, search for, and filter resources. To add tags, do the following:
You can edit tags key and value, and also remove tags. |
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Placement Groups |
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This setting is applicable only if you set the Tenancy to run your instance as a shared instance. Select a placement group where you want to launch your instance. IMPORTANT:Placement Group configuration in Migrate is limited to cloud instance types supported by Amazon EC2. Refer to AWS EC2 Documentation for the latest information about placement groups and AWS rules and limitations for using them:
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IAM Roles |
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Select an AWS Identity and Access Management (IAM) user in your AWS account, with an appropriate IAM role for the user to perform migrations into the VPC using the AWS APIs. |
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Key Pair |
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Select the AWS EC2 Key Pair that you want to use for logging in to your AWS target instance. However, if you do not want to use a key pair, select Proceed without a key pair to use only the source credentials for logging in to your AWS target instance. NOTE:When you select a key pair, PlateSpin Migrate by default allows you to log in to the AWS target instance only by using the selected key pair. To enable logging into AWS Linux target instance either by using the key pair configured in the migration job or the source credentials, see Configuring Target Instance Logging With Key Pair or Source Credentials. For information about creating the key pair, see:
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Hostname |
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Do one of the following:
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Domain / Workgroup |
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(For Windows Workloads) Depending on whether the source workload belongs to workgroup or domain, one of the following displays:
NOTE:An incremental replication is required if you change the domain or workgroup name at cutover. Do one of the following depending on where you want the target workload to join:
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Domain Credentials |
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(For Windows Workloads) If you select Join Domain, specify the domain administrator credentials. |
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Network Connections |
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DNS Servers |
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Specify the DNS Servers for the target workloads. This is applicable only if you select Static in the Network Connections option:
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Services States on Target VM |
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(For Windows Workloads) Select Windows services’ start conditions on the target VM. Start options are Automatic, Manual, Disabled, and Automatic (Delayed Start). |
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Daemons States to Change |
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(For Linux Workloads) Select Linux daemons’ start conditions on the target VM. Enable the daemon to start by selecting the check boxes at the appropriate runlevels (0 to 6) and Boot. |
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Target Workload Test Settings (These settings are applied during the Test Cutover) |
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Copy Target Workload Settings |
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Click the Copy Target Workload Settings option to automatically copy the workload settings from Target Workload Settings (These settings are applied during the Run Cutover) section to Target Workload Test Settings (These settings are applied during the Test Cutover) section. |
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Tenancy |
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Select one of the following options to specify whether your instance should run on a shared or a dedicated hardware:
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Cloud Instance Size |
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Click Change Cloud Instance Size to select a supported cloud instance size appropriate for your workload. NOTE:
By default, Migrate selects a cloud instance size that most closely matches your source workload for the following components:
The default instance either meets or exceed the settings for each of these components on the source workload. However, you can choose a smaller instance size based on your requirements:
NOTE:The i3.16xlarge cloud instance size is not supported for migration of Windows Server 2008 R2 Workload to AWS. Use a supported cloud instance size other than i3.16xlarge. |
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AWS Instance Tags |
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AWS allows you to assign metadata to their resources in the form of tags thereby making it easy to manage, search for, and filter resources. To add tags, do the following:
You can edit tags key and value, and also remove tags. |
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Placement Groups |
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This setting is applicable only if you set the Tenancy to run your instance as a shared instance. Select a placement group where you want to launch your instance. IMPORTANT:Placement Group configuration in Migrate is limited to cloud instance types supported by Amazon EC2. Refer to AWS EC2 Documentation for the latest information about placement groups and AWS rules and limitations for using them:
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IAM Roles |
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Select an AWS Identity and Access Management (IAM) user in your AWS account, with an appropriate IAM role for the user to perform migrations into the VPC using the AWS APIs. |
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Key Pair |
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Select the AWS EC2 Key Pair that you want to use for logging in to your AWS target instance. However, if you do not want to use a key pair, select Proceed without a key pair to use only the source credentials for logging in to your AWS target instance. NOTE:When you select a key pair, PlateSpin Migrate by default allows you to log in to the AWS target instance only by using the selected key pair. To enable logging into AWS Linux target instance either by using the key pair configured in the migration job or the source credentials, see Configuring Target Instance Logging With Key Pair or Source Credentials. For information about creating the key pair, see:
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Hostname |
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Do one of the following:
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Domain / Workgroup |
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(For Windows Workloads) Depending on whether the source workload belongs to workgroup or domain, one of the following displays:
NOTE:An incremental replication is not required if you change the domain or workgroup name at test cutover. Do one of the following depending on where you want the target workload to join:
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Domain Credentials |
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(For Windows Workloads) If you select Join Domain, specify the domain administrator credentials. |
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Network Connections |
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DNS Servers |
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Specify the DNS Servers for the target workloads. This is applicable only if you select Static in the Network Connections option:
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Services States on Target VM |
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(For Windows Workloads) Select Windows services that must be automatically stopped on the target VM. |
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Daemons States to Change |
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(For Linux Workloads) Select Linux daemons that must be automatically stopped on the target VM. |
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Tag |
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Tag |
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Select a tag to assign to the workload. For more information about tags, see Using Tags to Track Logical Associations of Workloads. |
(Optional) To change the target, click Change Target.
NOTE:If you change the target, all the settings you specified will be cleared.
Do one of the following:
Click Save to save the settings.
Click Save and Prepare to save the settings and start preparing the workload migration.
Click Cancel to exit.