PlateSpin Migrate 2018.11 User Guide
- PlateSpin Migrate 2018.11 User Guide
- Overview and Planning
- Overview of Workload Migration
- Workload Migration Scenarios
- Understanding Workload Migration
- Large-Scale Migration Planning and Automation
- Planning Your Workload Migrations
- Supported Configurations
- Supported Data Transfer Methods
- Security and Privacy
- Performance
- Database Server
- Access and Communication Requirements across Your Migration Network
- Deciding on the Migration Interface
- Frequently Asked Questions
- Working With Your PlateSpin Server
- Using the PlateSpin Migrate Tools
- Connecting to a PlateSpin Migrate Server
- About the PlateSpin Migrate Client User Interface
- About the PlateSpin Migrate Web Interface
- Migration Operations Matrix for PlateSpin Migrate Client and PlateSpin Migrate Web Interface
- Migration Tasks Matrix for PlateSpin Migrate Client and PlateSpin Migrate Web Interface
- Other PlateSpin Server Management Tools
- Configuring PlateSpin Users and Access
- Configuring User Authorization and Authentication
- Configuring Permissions for Workload Access in PlateSpin Migrate Web Interface
- Configuring PlateSpin Migrate Server
- PlateSpin Migrate Product Licensing
- Configuring Language Settings for International Versions
- Enforcing FIPS Compliance for FIPS-Enabled Source Workloads
- Configuring the Notification Service
- Configuring Notifications for Events and Migrations
- Enabling Event Messaging for PlateSpin Migration Factory
- Configuring Alternate IP Addresses for PlateSpin Server
- Setting Reboot Method for the Configuration Service
- Configuring the Contact Direction for the Replication Port
- Configuring Behavior for Installing Network Drivers on Target Windows Workloads
- Specifying the Network Adapter Type to Use for Migrations to Hyper-V during Target Take-Control
- Configuring Applications Known to Cause Boot Failure on Windows Target
- Optimizing Data Transfer over WAN Connections
- Increasing the Upload Size Limit for Post-Migration Actions
- Other Use Cases for Custom PlateSpin Server Settings (Advanced)
- Configuring PlateSpin Migrate Client
- Configuring General Options
- Configuring Job Values Defaults
- Configuring Source Service Defaults
- Configuring Target Service Defaults
- Managing Post-Migration Actions (Windows and Linux)
- Managing Migrate Client User Activity Log
- Configuring PlateSpin Migrate Web Interface
- Managing Security Groups and Workload Permissions
- Managing Workload Tags
- Configuring the Refresh Rates for PlateSpin Migrate Web Interface
- Customizing the UI for PlateSpin Migrate Web Interface
- Rebranding the UI for PlateSpin Migrate Web Interface
- Rebranding the UI Using PlateSpin Configuration Parameters
- Rebranding the Product Name in the Windows Registry
- Preparing Your Migration Environment
- Prerequisites for Migration to Amazon Web Services
- Deployment for Migration to Amazon Web Services
- Requirements for Migrating Workloads to Amazon Web Services
- Planning For Migrating Workloads to Amazon Web Services
- Deploying Migrate Server in AWS
- Using Enhanced Networking with ENA on Linux Distributions
- Configuring Advanced PlateSpin Settings for AWS
- Understanding PlateSpin AMIs Used for Replication and Cutover of Workloads
- AWS Networking Guidelines
- Creating an IAM Policy and Assigning an IAM User to the Policy
- Best Practices For Configuring a Migration Job to Amazon Web Services
- Checklist for Automated Migration to AWS
- Prerequisites for Migration to Microsoft Azure
- Deployment for Migration to Azure
- Requirements for Migrating Workloads to Azure
- Planning For Migrating Workloads to Azure
- Azure Networking Guidelines
- Configuring an Application in Azure to Represent PlateSpin Migrate
- Configuring a Contributor User for PlateSpin Migrate to Use
- Enabling PlateSpin Replication Environment for Azure Subscriptions
- Deploying a Migrate Server Image in Azure
- Managing the Azure User Password for Azure Target Cloud Platforms
- Checklist for Automated Migration to Azure
- Prerequisites for Migration to VMware vCloud Director
- Deployment for Migration to VMware vCloud
- Planning For Migrating Workloads to VMware vCloud Director
- Setting up vCloud Organization
- Understanding PlateSpin Replication Environment Used for Migration of Workloads to vCloud
- Configuring Advanced PlateSpin Settings for vCloud
- Checklist for Automated Migration to vCloud
- Prerequisites for Migration to VMware Cloud on AWS
- Deployment for Migration to VMware Cloud on AWS
- Planning for Migration to VMware Cloud On AWS
- Checklist for Migration to VMware Cloud on AWS
- Prerequisites for Cloud-to-Cloud Migrations
- Requirements for C2C Non-VPN Migrations
- Prerequisites for C2C Migration from AWS to Azure
- Prerequisites for C2C Migration from Azure to AWS
- Prerequisites for C2C Migration from Azure to vCloud
- Prerequisites for C2C Migration from vCloud to Azure
- Prerequisites for C2C Migration from AWS to vCloud
- Prerequisites for C2C Migration from vCloud to AWS
- Enabling Root User Credentials for Source Linux Workloads in AWS
- Configuring Advanced Settings for a Cloud-Based Migrate Server
- Enabling a Cloud-Based Migrate Server to Handle Migrations to Other Target Platforms
- Prerequisites for Migration to VMware
- Deployment for Migration to VMware
- Planning for Migration to VMware
- Configuring a Non-Administrator User to Use for Migrations to VMware
- Configuring PlateSpin Migrate Multitenancy on VMware
- Checklist for Automated Migration to VMware
- Checklist for Semi-Automated Migration to Target VMs on VMware
- Best Practices for Maintaining or Updating VMware Environments That Are Configured as Migration Targets
- Prerequisites for Migration to Microsoft Hyper-V
- Deployment for Migration to Microsoft Hyper-V
- Planning for Migration to Microsoft Hyper-V
- Checklist for Automated Migration to Hyper-V
- Checklist for Semi-Automated Migration to Target VMs on Hyper-V
- Prerequisites for Migration to VMs on Citrix XenServer
- Deployment for Migration to Citrix XenServer
- Planning for Migration to VMs on Citrix XenServer
- Checklist for Semi-Automated Migration to Target VMs on Citrix XenServer
- Prerequisites for Migration to VMs on Xen
- Deployment for Migration to Xen
- Planning for Migration to VMs on Xen
- Checklist for Semi-Automated Migration to Target VMs on Xen
- Prerequisites for Migration to VMs on KVM
- Deployment for Migration to KVM
- Planning for Migration to VMs on KVM
- Checklist for Semi-Automated Migration to Target VMs on KVM
- Prerequisites for Migration to Physical Machines
- Deployment for Migration to Physical Machines
- Planning for Migration to Physical Machines
- Best Practices (X2P)
- Checklist for Semi-Automated Migration to Physical Machines
- Prerequisites for Migration to an Image
- Preparing for Synchronization of Workloads with Server Sync
- Discovering and Preparing Workloads and Targets
- Discovering Target Platforms
- About Target Discovery
- Network Access Requirements for Target Host Discovery
- Discovery Guidelines for Target Hosts
- Discovering Details for Target Platforms
- Registering and Discovering Details for Target VMs on Virtual Hosts with PlateSpin ISO
- Registering and Discovering Details for Target Physical Machines with PlateSpin ISO
- Discovering Target VMs for Server Sync Jobs
- Refreshing Target Host Details
- Removing (Undiscovering) Target Platforms
- Discovering Source Workloads
- About Source Workload Discovery
- Network Access Requirements for Workload Discovery
- Discovery Guidelines for Source Workloads
- Populating the Servers View with a List of Windows Computers in a Domain
- Discovering Details for All Windows Workloads in a Domain
- Discovering Details for Source Workloads
- Registering Workloads and Discovering Details with Migrate Agent
- Refreshing Source Workload Details
- Using Tags to Track Logical Associations of Workloads
- Undiscovering or Removing Source Workloads
- Preparing Device Drivers
- Packaging Device Drivers for Windows Systems
- Packaging Device Drivers for Linux Systems
- Uploading Drivers to the PlateSpin Migrate Device Driver Database
- Using the Plug and Play (PnP) ID Translator Feature
- Analyzing Suitability of Discovered Windows Workloads For Conversion to Physical Machines
- Preparing Linux Workloads for Migration
- Verifying Block-Based Drivers for Linux
- Adding Drivers to the PlateSpin ISO Image
- Configuring LVM Snapshots for Linux Volume Replication
- Using Custom Freeze and Thaw Scripts for Linux Block-Level Migrations
- Preparing Paravirtualized Linux Source Workload
- Preparing for Migration of Windows Clusters
- Planning Your Cluster Workload Migration
- Configuring Windows Active Node Discovery
- Configuring the Block-Based Transfer Method for Clusters
- Adding Resource Name Search Values
- Quorum Arbitration Timeout
- Setting Local Volume Serial Numbers
- Guidelines for PlateSpin Cutover
- Guidelines for PlateSpin Cluster Migration
- Migrating Windows Clusters with the Web Interface
- Migrating Windows Clusters with the Migrate Client
- Advanced Windows Cluster Migration to VMware VMs with RDM Disks
- What You’ll Do
- What You Need
- Preparing the Target VMware Environment
- Checklist for Windows Clusters Migration Using Semi-Automated Migration Workflow
- Troubleshooting Cluster Migration
- Troubleshooting Discovery
- Common Discovery Issues and Solutions
- Test Credentials or Discovery Fails with Access Denied Error
- Modifying the OFX Controller Heartbeat Startup Delay (Windows Workloads)
- Web Interface Does Not Display the Edited Host Name of a Discovered Workload
- Linux Distributions Supported by Migrate
- Analyzing Your Linux Workload
- Pre-compiled blkwatch Drivers for Linux Distributions
- Synchronizing Serial Numbers on Cluster Node Local Storage
- Migrate Agent Utility
- Requirements for Migrate Agent Utility
- Migrate Agent Utility for Windows
- Migrate Agent Utility for Linux
- Using Migrate Agent to Register Workloads
- Using Migrate Agent with Block-Based Transfer Drivers
- PlateSpin ISO Image
- Downloading the PlateSpin ISO Images
- Preparing the PlateSpin ISO Image for Target Registration and Discovery
- Injecting Additional Device Drivers into the PlateSpin ISO Image
- Adding Registration Information to the PlateSpin ISO for Unattended Registration of Physical or Virtual Machines
- Using PlateSpin ISO
- Configuring Workloads
- Prerequisites for Automated Migrations
- Supported Source Workloads for Automated Migration
- Supported Target Platforms for Automated Migrations
- Preparing Targets for Automated Migration
- Network Connections and Bandwidth
- Automated Workflow
- Prerequisites for Semi-Automated (X2P) Migrations
- Supported Source Workloads for X2P Migrations
- Supported Target Platforms for X2P Migrations
- X2P Workflow for VMs
- Configuration Essentials
- Configuration Workflows
- Initiating a Migration Job
- Saving a Migration Configuration
- Editing a Migration Job
- Migrate License Key
- Network Options
- Credentials for Source Workloads and Target Hosts
- Migration Schedule
- Blackout Window for Data Transfer
- Compression during Data Transfer
- Bandwidth Throttling during Data Transfer
- Conversion (Data Transfer Method)
- Encrypt Data Transfer
- Virtualization Enhancement Software
- Custom Post-Migration Actions
- Services or Daemons to Stop before Replication or Cutover
- Service States on Target Windows Workloads
- Daemon States on Target Linux Workloads
- Windows HAL or Kernel File Replacements
- Post-Cutover End States for Source and Target Workloads
- Target Workload Settings for VMs
- Network Identification (Network Connections)
- Migration Network (Replication Network)
- Storage Disks and Volumes
- Migration to Amazon Web Services
- Planning for Migration to Amazon Web Services
- Configuring Migration of a Workload to Amazon Web Services
- Migration to Microsoft Azure
- Planning for Migration to Microsoft Azure
- Configuring Migration of a Workload to Microsoft Azure
- Migration to VMware vCloud Director
- Planning for Migration to VMware vCloud Director
- Configuring Migration of a Workload to VMware vCloud Director
- Migration to VMware
- Planning for Migration to VMware
- Automated Migration to VMware Using Migrate Client
- Migration to VMs on VMware Using X2P Workflow
- Automated Migration to VMware Using Migrate Web Interface
- Migration of Windows Clusters to VMware
- Migration to Microsoft Hyper-V
- Planning for Migration to Hyper-V
- Automated Migration to Hyper-V
- Migration to VMs on Hyper-V Using X2P Workflow
- Migration to Virtual Machines on Citrix XenServer
- Planning for Migration to Citrix XenServer
- Configuring Migration to a VM on a Citrix XenServer Virtual Host
- Migration to Virtual Machines on Xen
- Planning for Migration to Xen
- Configuring Migration to a VM on a Xen Virtual Host
- Migration to Virtual Machines on KVM
- Planning for Migration to KVM
- Configuring Migration to a VM on a KVM Virtual Host
- Migration to Physical Machines
- Planning for Migration to Physical Machines
- Configuring Migration to a Physical Target (P2P, V2P)
- Workload Migration with a PlateSpin Image
- About PlateSpin Images
- Designating a PlateSpin Image Server
- Capturing a Workload to a PlateSpin Image
- Deploying a PlateSpin Image
- Managing PlateSpin Images
- Synchronizing Workloads with Server Sync
- Server Sync to a Virtual Target
- Server Sync to a Physical Target
- Selective Server Sync to a Physical or Virtual Target
- Server Sync Volume Mapping
- Executing Migrations
- Executing Workload Migrations
- Preparing a Migration
- Starting Migration Execution (First Replication)
- Scheduling Migration Execution (First Replication)
- Starting Incremental Replications
- Scheduling Incremental Replications
- Viewing Properties for an In-Progress or Completed Migration
- Canceling an In-Progress Migration
- Restarting or Shutting Down the Source Workload
- Generating Reports
- Generating Workload and Workload Migration Reports
- Generating Diagnostic Reports
- Post-Migration Tasks
- Shut Down Azure Target VM to Save Money
- Cleanup of Source Workloads
- Troubleshooting PlateSpin Migrate
- Migration of Workloads to Azure Cloud
- Migration of Workloads to vCloud
- Migration of Workloads to VMware
- Migration of Workloads Using File-Based Transfer Method
- Peer-to-Peer Migrations (Windows)
- PlateSpin Images
- Shrinking the PlateSpin Migrate Databases
- Troubleshooting the Configuration Service
- PlateSpin OFX Controller Does Not Start on a Virtual Machine Source
- Validation Warning for Bandwidth Throttling
- Target Windows Machine Becomes Unbootable on Second Boot
- Two or More Volumes Have the Same Volume Serial Number
- Replication Cannot Complete If an Anti-Virus Update Is Pending a Restart on the Source
- Disk Not Properly Aligned on the Target VM
- Cutover Fails If root-PS-snapshot on the Source Linux Workload Is Not Cleaned Up Properly
- Source Passive Node Does Not Shut Down at Cutover for Windows Server 2016 Cluster
- Disk Numbers and DiskIndex Numbers Are Not Sequential for Discovered Dynamic Disk Workloads
- Additional PlateSpin Tools
- Using the PlateSpin Migrate Client Command Line Interface
- Where Is the Tool Located?
- Before You Use the Tool
- Configurable .ini Files (Jobs) You Can Use with the Tool
- Using the iPerf Network Test Tool to Optimize Network Throughput for PlateSpin Products
- Introduction
- Calculations
- Setup
- Methodology
- Expectations
- Documentation Updates
- Documentation Updates
- Legal Notice