PTM 2019.2 User Guide
- PTM 2019.2 User Guide
- Getting Started
- Planning for PlateSpin Transformation Manager
- Supported Migration Types
- Supported Configurations
- Requirements for Discovery
- Requirements for Automated Migration
- Requirements for Tracking External Migrations
- Network Connectivity and Access Requirements
- Antivirus Setup for Discovery
- Using the Web Interface
- Prerequisites for Using the Web Interface
- Accessing the Web Interface
- Changing a User Password
- Web Interface Toolbar
- Global Project Selector
- Bulk Actions
- Show Links for Navigation URLs
- Bookmarks
- Object IDs
- Custom Display for Lists
- Custom Filter or Search for Lists
- Scrolling Up and Down in Lists
- Multiple Item Selection in Lists
- Getting Started Checklist
- Dashboard
- Workload Status
- Workload Status
- What’s Happening
- What’s Happening Overview
- Bookmarks
- Bookmarks Overview
- About Bookmarks
- Creating Bookmarks
- Viewing Bookmarks
- Opening Bookmarks
- Searching for Bookmarks
- Deleting Bookmarks
- Recently Viewed
- Recently Viewed Overview
- Workload Status
- Viewing Workload Status Counts by Project, Wave, or Batch
- Viewing Workload Health and Status
- Projects
- Overview of Project Planning
- About Planning Objects
- About Project Roles
- About Project Dates
- Managing Projects
- About Projects
- Prerequisites for Projects
- Viewing a Project
- Creating a Project
- Editing a Project
- Configuring Custom Field Names for a Project
- Configuring Project Associations
- Closing or Reopening a Project
- Deleting a Project
- Managing Waves
- About Waves
- Prerequisites for Waves
- Viewing Waves
- Creating a Wave
- Editing a Wave
- Configuring Wave Associations
- Deleting a Wave
- Managing Batches
- About Batches
- Prerequisites for Batches
- Viewing a Batch
- Creating a Batch
- Editing a Batch
- Modifying the Owner of a Batch
- Moving a Batch to a Different Wave
- Configuring Batch Associations
- Deleting a Batch
- Managing Applications
- About Applications
- Prerequisites for Applications
- Viewing Applications
- Creating Applications
- Creating Applications during Spreadsheet Import
- Editing Applications
- Associating Applications and Workloads
- Deleting an Application
- Workloads
- Overview of Workloads
- Workload Types
- Workload Transformation Modes
- OS Types
- Custom Fields
- Importing and Discovering Workloads
- About Source Workload Details
- About Workload Discovery
- Viewing Workloads
- Importing Workloads with a Spreadsheet
- Importing Workloads with the Import Dialog
- Importing Workloads Using the PTM REST API
- Viewing Import Progress
- Retrying Workload Discovery
- Rediscovering Workloads
- Troubleshooting Discovery Failures
- Configuring Workload Transformations
- About the Workload Dialog
- Viewing the Workloads List
- Viewing a Workload NIC and Volume Summary
- Locating Workloads with the Filter and Advanced Search
- Viewing Workload Transformation Details
- Editing the Workload Transformation
- Configuring the Source NIC to Use for Replication
- Editing a Workload Transformation after Submit
- Bulk Edit for Multiple Target Workloads
- Bulk Status Change for Multiple Target Workloads
- Synchronizing Edits from the Migrate Server
- Viewing the Transformation History
- Adding User Notes to the Transformation History
- Withdrawing a Submitted Workload
- Deleting a Workload
- Tracking External Workload Migrations
- About Tracking External Migrations
- Planning for Tracking External Migrations
- Checklist for Tracking External Migrations
- Enabling Enhanced Tracking
- Preparing an Import Spreadsheet
- About Spreadsheet Import
- Spreadsheet Parameters
- Downloading a Sample Import Spreadsheet
- Validating a Spreadsheet
- Downloading the Results Spreadsheet
- Re-Importing Workloads
- Resources
- Overview of Resources
- About Resources
- Prerequisites for Resources
- Managing Credentials Resources
- About Credentials Resources
- Viewing Credentials
- Creating a Credential
- Associating Credentials with Workloads, Platforms, or Migration Servers
- Editing a Credential
- Deleting a Credential
- Managing Migration Server Resources
- About Migration Server Resources
- Viewing Migration Server Resources
- Creating a Migration Server Resource
- Associating a Connector with a Migration Server Resource
- Associating Migration Servers and Target Workloads
- Editing a Migration Server
- Deleting a Migration Server
- Managing Environment Resources
- About Environment Resources
- Viewing Environments
- Creating a Source Environment
- Creating an Environment
- Associating Environments and Target Workloads
- Editing an Environment
- Deleting an Environment
- Target Platforms
- Managing Target Platforms
- About Platforms
- Viewing Platforms
- Viewing vCenter Server Platforms
- Viewing Azure Platforms
- Viewing AWS Platforms
- Creating a Platform
- Retrying Platform Discovery
- Rediscovering Platforms
- Editing Platforms
- Associating Platforms and Target Workloads
- Deleting a Platform
- Deleting Workload Associations for a Platform
- VMware vCenter Clusters
- About VMware Clusters
- Associating VMware Clusters with Target Workloads
- Creating a VMware Cluster
- Viewing VMware vCenter Clusters
- Excluding or Including a VMware Cluster Resource
- Editing a VMware Cluster Description
- Deleting a VMware Cluster
- VMware vCenter Cluster Hosts
- About VMware Cluster Hosts
- Creating a VMware Cluster Host
- Viewing VMware vCenter Cluster Hosts
- Editing Target Cluster Host Description
- Excluding or Including a VMware Host Resource
- Deleting a VMware Cluster Host
- Azure Locations
- About Azure Cloud Locations
- Associating Azure Locations with Target Workloads
- Excluding or Including an Azure Location
- Editing an Azure Location Description
- Deleting an Azure Location
- AWS Regions
- About AWS Regions
- Associating AWS Regions with Target Workloads
- Excluding or Including an AWS Region
- Editing an AWS Region Description
- Deleting an AWS Region
- Platform Resources
- Networks
- About Network Resources
- Viewing Networks
- Excluding or Including a Network Resource
- Associating Networks and Target Workloads
- Editing a Target Network Description
- Deleting a Network
- Selecting a Network and Subnet for Each NIC
- Creating a NIC for the Target VM
- Deleting a NIC from the Target VM
- Configuring the Primary NIC for Target VM on Azure
- Configuring the DHCP Service for Target VMs
- Configuring the DNS Service for Target VMs
- Network Subnets
- About Subnet Resources
- Viewing Subnets
- Excluding or Including a Subnet Resource
- Associating Subnets and Target Workloads
- Edit Subnet Description
- Deleting a Subnet
- AWS Virtual Private Clouds
- About AWS Virtual Private Clouds
- Associating AWS VPCs with Target Workloads
- Excluding or Including an AWS Virtual Private Cloud
- Editing an AWS VPC Description
- Deleting an AWS Virtual Private Cloud
- Datastores
- About Datastore Resources
- Viewing Datastores
- Setting a Path on the Datastore
- Creating a Datastore
- Associating Datastores and Target Workloads
- Excluding or Including a Datastore Resource
- Editing a Datastore Description
- Deleting a Target Datastore
- VMware Resource Pools
- About Resource Pool Resources
- Viewing Resource Pools
- Excluding or Including a Resource Pool Resource
- Editing a Resource Pool Description
- Associating Resource Pools with Workloads
- Deleting a Resource Pool
- Azure Resource Groups
- About Resource Group Resources
- Excluding or Including a Resource Group Resource
- Editing a Resource Group Description
- Deleting a Resource Group
- AWS Security Groups
- About AWS Security Groups
- Associating AWS Security Groups with Target Workloads
- Excluding or Including an AWS Security Group
- Editing an AWS Security Group Description
- Deleting an AWS Security Group
- AWS Placement Groups
- About AWS Placement Groups
- Associating AWS Placement Groups with Target Workloads
- Excluding or Including an AWS Placement Group
- Editing an AWS Placement Group Description
- Deleting an AWS Placement Group
- AWS Key Pairs
- About AWS Key Pairs
- Associating AWS Key Pairs with Target Workloads
- Excluding or Including an AWS Key Pair
- Editing an AWS Key Pair Description
- Deleting an AWS Key Pair
- AWS Encryption Keys
- About AWS Encryption Keys
- Associating AWS Encryption Keys with Target Workloads
- Excluding or Including an AWS Encryption Key
- Editing an AWS Encryption Key Description
- Deleting an AWS Encryption Key
- AWS IAM Roles
- About AWS IAM Roles
- Associating AWS IAM Roles with Target Workloads
- Excluding or Including an AWS IAM Role
- Editing an AWS IAM Role Description
- Deleting an AWS IAM Role
- Legal Notice