17.3 Checklist for Tracking External Migrations

PlateSpin Transformation Manager begins tracking an external migration when the PlateSpin Migrate Connector matches an imported workload in Planning Mode with a discovered workload on any of the project’s PlateSpin Migrate servers.

Before you begin, ensure that your migration environment meets the Requirements for Tracking External Migrations.

Tracking capabilities require that you complete the tasks outlined in the checklist in Table 17-4.

Table 17-4 Checklist for Tracking External Migrations

Status

Task

Notes

In your PlateSpin Migration Factory environment:

Deploy one or more PlateSpin Migrate servers.

See the PlateSpin Migrate 2019.2 Installation and Upgrade Guide.

For each Migrate server, enable the Event Messaging port (61613) for communication with the PlateSpin Migrate Connector instance associated with the Migrate server.

See Enabling Event Messaging for PlateSpin Migration Factory in the PlateSpin Migrate 2019.2 User Guide.

Ensure that your network environment meets the PTM requirements for networking.

See Section 1.6, Network Connectivity and Access Requirements.

Deploy and configure a PlateSpin Migrate Connector for the PTM project in the source network.

See Installing PlateSpin Migrate Connector in the PTM 2019.2 Administrator Guide.

See Configuring a Connector Instance for PTM in the PTM 2019.2 Administrator Guide.

In PlateSpin Transformation Manager:

Configure one or more Credential resources to use for access to your PlateSpin Migrate servers.

See Creating a Credential.

Configure your PlateSpin Migrate servers as Migration Server resources in the project, and specify a valid Credential resource.

See Creating a Migration Server Resource.

Import and discover workloads in PTM that are being managed by using PlateSpin Migrate servers in your migration environment.

See Importing and Discovering Workloads.

Tracking begins when Migrate Connector matches the imported workload in the PTM project with an external workload on any one of the PlateSpin Migrate servers.

(Optional) To enable enhanced tracking, create a target platform in PTM that contains one or more of the target platforms being used as targets for external migrations performed on PlateSpin Migrate servers.

See Enabling Enhanced Tracking.

Enhanced tracking is available after the platform is discovered and its details are added to PTM.

On the project’s PlateSpin Migrate servers:

Prepare your target migration environment.

See Preparing Your Migration EnvironmentPreparing Your Migration Environment in the PlateSpin Migrate 2019.2 User Guide.

Discover and prepare the workload on any one of the project’s Migrate servers.

See Discovering and Preparing Workloads and Targets in the PlateSpin Migrate 2019.2 User Guide.

Tracking begins when Migrate Connector matches the discovered Migrate workload with an imported workload in the PTM project.

Configure the workload for migration using the Migrate Client or Migrate Web Interface, as appropriate for the target platform.

See Configuring Workloads in the PlateSpin Migrate 2019.2 User Guide.

Execute the migration using the Migrate Client or Migrate Web Interface, as appropriate.

See Executing Migrations in the PlateSpin Migrate 2019.2 User Guide.