3.0 Getting Started Checklist

Use this checklist to get acquainted with the Web Interface and set up a transformation project for your organization.

Table 3-1 Getting Started Checklist

Status	Task	For information, see
	Log in to the Web Interface using your assigned PTM user account and password. To ensure secure access, you should change your password after your first login, and then log in using your custom password. Visibility of features, options, and data is based on the PTM roles you have been assigned.	Accessing the Web Interface Changing a User Password
	Familiarize yourself with the Web Interface.	Web Interface Toolbar Global Project Selector Bulk Actions Show Links for Navigation URLs Bookmarks Custom Display for Lists Multiple Item Selection in Lists
	Create an organization.	See Managing Organizations in the PTM 2019.2 Administrator Guide.
	Create a transformation project.	See Managing Projects in the PTM 2019.2 Administrator Guide.
	Create one or more Waves for the project.	About Waves Creating a Wave
	For each Wave, create one or more Batches.	About Batches Creating a Batch
	Create user accounts for your project, and assign each user to project roles as appropriate.	See Managing Users in the PTM 2019.2 Administrator Guide.
	Prepare one or more Import Spreadsheets for the project, or use Import with automated discovery.	Preparing an Import Spreadsheet Importing Workloads with a Spreadsheet Importing Workloads with the Import Dialog
	Create applications that are available to target workloads as you define transformations.	About Applications Creating Applications Table A-8, Application Parameter
	Create target platforms to discover resources that are available to target workloads as you define transformations.	Platforms VMware Clusters Hosts Networks Datastores Resource Pools Azure Cloud Networks and Subnets Datastores Resource Groups
	Create resources that are available to target platforms and workloads as you define transformations.	Resources Credentials Migration Servers Environments
	For each imported workload, use bulk edit or individual edit to define the transformation method and details for the target workload.	Overview of Workloads Editing the Workload Transformation Bulk Edit for Multiple Target Workloads
	As a Project Architect, submit one or more workloads for transformation.	Status and Retry Figure 16-1, The Transformation Workflow Bulk Status Change for Multiple Target Workloads
	(Automated Migration) As a Migration Specialist, monitor the workload transformations.	Requirements for Automated Migration Status and Retry
	(Manual Migration) As a Migration Specialist, execute the workload transformations, and update their transformation status in PTM.	Status and Retry Figure 16-1, The Transformation Workflow Bulk Status Change for Multiple Target Workloads
	(Tracking External Migration) As a Migration Specialist, set up, configure, and execute migrations on the project’s PlateSpin Migrate servers. Monitor status changes in PTM that are received from the Migrate server.	Tracking External Workload Migrations
	Monitor the project status by viewing core metrics and related reports in the real-time visual dashboard.	Workload Status Viewing Workload Status Counts by Project, Wave, or Batch What’s Happening Bookmarks Recently Viewed