Configuring Migration to a Physical Target (P2P, V2P) Using Migrate Client

(Recommended) Use PlateSpin Analyzer to ensure that:

Your source operating system and hardware are supported by PlateSpin Migrate.
PlateSpin Migrate’s X2P device driver database contains device drivers that your target requires for the operating system being ported.

See Analyzing Suitability of Discovered Windows Workloads For Conversion to Physical Machines.

Discover your source workload. See Section 19.6.1, Workload Discovery in the Migrate Client.

(Conditional) If drivers for the physical target are not available in the PlateSpin Migrate’s X2P device driver database, upload the required drivers to the database.

See Section 20.0, Preparing Device Drivers.

Register your target physical machine with PlateSpin Migrate by booting it with the PlateSpin ISO.

See Section 18.6, Registering and Discovering Details for Target Physical Machines with PlateSpin ISO.

Launch Migrate Client, then start a peer-to-peer workload migration.

The Source and Target panes display workloads and targets applicable to the selected type of a migration job.

See Section 25.2, Initiating a Migration Job.

Under Tasks, select the conversion type, depending on your goals for the migration:
- Copy Workload
- Move Workload
In the Action dialog, the Transfer Scope is set to Full Migration.
In the Source pane, select the workload you want to migrate.
In the Target pane, select target physical machine for the migration.
Read the validation messages at the bottom of the window.
Click Configure Job to access the Peer-to-Peer Migration Job window.

Configure the required parameters of the job.

See Section 25.0, Configuration Essentials.

Setting Name	Description
License
Licenses License Key	PlateSpin Migrate automatically selects the best license key for a migration job. If you have multiple license keys, you can specify the license key to use for the workload, assuming licenses are available (neither expired nor exhausted). To specify an alternate key to use: Deselect Automatically select the best license key during the conversion, then select the appropriate license key from the menu. Click OK. The selected license key is displayed on the License tab and its description is updated.
Conversion
Transfer Scope	Set by default to Full Migration.
Transfer Method	Specify how data is transferred from source to target. The availability depends on your workload and migration job type.See Section 2.2, Supported Data Transfer Methods.
End State
Source Machine End State	Specify whether to shut down the source workload after a successful cutover. For a workload move, Shutdown is selected by default.
Target Virtual Machine End State	Specify whether to power on, power off, or suspend the target workload after a successful cutover.
Network
Compression	Specify whether to compress data during transmission between the source and target workloads, and the level of data compression to apply: Fast, Optimal, or Maximum. Compression is disabled by default.See Section 25.10, Compression during Data Transfer.
Encryption	Select Encrypt Data Transfer to encrypt the data as it is transferred from source to target.See Section 2.3, Security and Privacy.
Bandwidth Throttling	Select Enable Throttling to control the amount of available bandwidth consumed by direct source-to-target communication over the course of a workload migration. Specify the required throughput value in Mbps and the time pattern. Bandwidth throttling is disabled by default. See Section 25.11, Bandwidth Throttling during Data Transfer. Time-based throttling is based on the source server time.
Advanced Additional Source Machine Addresses	Specify additional IP addresses for source workloads to enable communication in environments that use network address translation (NAT). See Section 2.6.6, Migrations Across Public and Private Networks through NAT.
Schedule
Schedule	Specify when to start the migration job: Run immediately Run at a later time Use the calendar menu to specify the date and time to begin the migration. NOTE:You must prepare the target machine prior to the scheduled time.The full replication cannot run unless the target machine is available. Migrate skips the scheduled full replication and retries it at the next scheduled time.
Access Settings
Source Credentials	(Windows) Specify the account user name with local or domain-level administrative privileges and a valid password. Use this format: For domain member machines: authority\principal For workgroup member machines: hostname\principal (Linux) Specify the root or root-level user name and a valid password.
Target Credentials	Not required.
Alerts
Receive Event Notifications	Specify whether to send email notifications for event conditions. You must configure an SMTP server to use this feature. See Section 5.3.1, Notification Service Using Migrate Client.
Receive Progress Notifications	If you enable Event notifications, you can optionally receive progress notifications at a specified interval.
Send to Addresses	Add or remove valid email addresses for recipients of the notifications.
Take Control Settings
Target Virtual Machine	Under Target Virtual Machine, click Configure, then specify the options for the virtual network and the TCP/IP settings for the replication NIC, then click OK.
Post-Migration
Action	Specify a pre-configured action from the PlateSpin Migrate library.See Section 6.5, Managing Post-Migration Actions (Windows and Linux).
Execution Parameters	Specify the command line command to run the selected action. You can specify a timeout for the execution.
Credentials	Specify the user name and password to use for the post-migration tasks. You can optionally use the source credentials.

(Target VMs using X2P workflow) In the Virtual Machine Configuration section of the Migration Job window, click General, then configure the required settings.

PlateSpin Migrate displays target virtual machine configuration options specific to the selected target and also provides access to advanced configuration options for some platforms. For information about host-specific configuration options, see:

Setting Name	Description
Virtual Machine Name	Specify a name to use for the target VM as it appears in the virtual host environment.
Number of CPUs	Select the number of CPUs to assign to the target VM. For example, you can convert a single-processor workload to a multi-processor VM, or a multi-processor workload to a single-processor VM.
Virtual Machine Memory Allocation	Specify the amount of virtual memory.

In the Network Configuration section of the Migration Job window, configure the following settings:

Setting Name	Description
Network Configuration
Network Identification Settings for Windows
Host Name	Specify the desired host name for the target machine.
Generate New SID	When this option is selected, the target workload is assigned a new System Identifier (SID). Credentials are required only for Windows 2008 systems, and must be the credentials for the local (embedded) Administrator account. If this account has been locally renamed on the source, provide the new name.
Member of Domain / Workgroup	Select the required option and type the name of the domain or workgroup that you want the target machine to join.
Preserve Source Server’s Domain Registration	Preserves domain registration and ensures that the source server domain registration remains intact during migration. If you disable this option, the source machine’s domain account is transferred to the target machine. The source server still appears to be on the domain, but does not have a valid connection.
Domain Credentials	If the target machine is to be part of a domain, specify valid credentials for a user account with permission to add servers to the domain, such as a member of the Domain Admins group or Enterprise Admins group.
Network Identification Settings for Linux
Host Name	On the Network Identification tab, specify the desired host name for the target machine.
DNS	Use the Add, Edit, and Remove buttons to manage DNS server entries for the new virtual machine.

In the Operating System and Applications Configuration section of the Migration Job window, configure the following settings:

Setting Name	Description
Operating System and Application Configuration
Windows Services (Target)	Select Windows services’ start conditions on the target VM after cutover. Start options are Automatic, Manual, Disabled, and Automatic (Delayed Start). To modify the settings: Click the Status column for the service, then select from the Windows start options. When you are done setting services start states, click OK.
Live Transfer Services (Source)	Specify the Windows services to stop on the source workload during data transfers. 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. To modify the settings: Select Stopped next to the service to be stopped for data transfer. When you are done setting services to stop, click OK.
Linux Daemons (Target)	Specify the start states for daemons on the target VM after cutover. To modify the settings: Click the Run Level column for the daemon, then select from run levels 0 through 6 and Boot (B), then click OK. When you are done setting daemon start states, click OK.
Live Transfer Daemons (Source)	Specify the daemons to stop on the source workload during data transfers. To modify the settings: Select Stopped next to the daemon to be stopped for data transfer. When you are done setting daemons to stop, click OK.

In the Drive Configuration section of the Migration Job window, configure the following settings:

Setting Name	Description
Drive Configuration
Hard Drives	Specify drive and volume configurations to be migrated.
Disks	Specify the path to the hard disk on the target virtual machine.
Volumes	Select volumes to be included in the target for migration.
NTFS Cluster Size	(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.
Non-volume Storage	(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.
Disks For Volume Groups	(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.
Volume Groups	(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.
Converted Logical Volumes	(For Linux Workloads) Specify one or more LVM logical volumes to be migrated for a Linux workload.

(Target VMs using X2P workflow) PlateSpin Migrate displays storage configuration options specific to the selected target and also provides access to advanced configuration options for some platforms. For information about host-specific configuration options, see:

In the Additional Items for Review section of the Migration Job window, review errors and messages about the workload configuration. You must resolve errors before you can submit the migration job.

Click OK.

33.2 Configuring Migration to a Physical Target (P2P, V2P) Using Migrate Client