The first part of the discovery process requires uploading the archive file generated by Virtana Observe (aka VirtualWisdom). During upload to Workload Placement, interdependencies between compute instances and applications are calculated and the results are displayed. Those results must be manually assessed and verified prior to migration.
Discovery is a multi-step process that incorporates the following tasks:
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Upload the archive file provided by Virtana Services. The file contents are processed and displayed in the Virtana Platform UI. You then use that data to verify or modify migration scenarios. Output is displayed on the Environment Overview and Inventory tabs.
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Ensure that what was imported is what you expected.
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Create or modify applications.
From the Inventory tab, you can add or remove compute instances associated with an application. You can also create custom properties to organize compute instances by workload.
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Calculate application dependencies.
Calculations are performed on the applications in the project to determine relationships and dependencies between the compute instances. This allows you to better assess which objects should be moved together, and the potential impact and priority of the group to be moved.
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Assess application dependencies.
Review the output of all applications or a single application to determine if the configuration of each application is appropriate.
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Modify applications, as needed.
After reviewing and assessing the output of calculations you can adjust the content of each application. Repeat as needed.
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Some move groups are created and calculated when the project is uploaded and the results displayed on the Inventory tab, However, you should verify the compute instances and applications iin each move group and modify them as needed.
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Calculate move group dependencies.
If you make changes to the move groups you must recalculate the dependencies between the objects in the move group.
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Review the output of all move groups or a single move group to determine if the configuration of each move group is appropriate.
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Modify move groups, as needed.
After reviewing and assessing the output of calculations you can adjust the content of each move group. Repeat as needed.
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Export reports for migration.
Provide spreadsheets or graphics files (PNG) for offline analysis or management presentations.
Related Topics
If you have a VirtualWisdom account, you can automatically generate and upload data collection information from VirtualWisdom to Virtana Platform. This file is required if you are planning a migration to the cloud using Virtana's Migration module.
In VirtualWisdom, the file is generated as a JSON or ZIP file. Only a ZIP file can be exported from VirtualWisdom and directly uploaded to the selected organization in Workload Placement.
Tip
For more information about creating a data collection file in VirtualWisdom for migrating data to the cloud, see Migration Analysis in the VirtualWisdom User Guide. If you want to use custom pricing for cost calculations, follow the instructions for Adding Custom Pricing for Migration in the same guide.
About This Task
To establish access between VirtualWisdom and Virtana Platform, you must have the Client ID and Client Secret for the organization in Virtana Platform to which you are connecting. After generating a set of unique credentials in Virtana Platform, you must enter the credentials in VirtualWisdom.
You can upload up to 3 files from VirtualWisdom to establish Virtana Platform projects. If you upload more than 3 files, an equivalent number of project files will be removed from Virtana Platform so that the number of active projects does not exceed 3.
OAuth credentials are generated for the Virtana Platform organization under which you logged in and are unique to that organization.
Prerequisites
You must have administrator privileges in both Virtana Platform and VirtualWisdom to perform this task.
Your Virtana Platform account must be configured with a supported cloud provider instance.
The organization to which you want to upload the VirtualWisdom export data must already exist in Virtana Platform.
Steps
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In Virtana Platform, ensure you are logged in to the organization you want to connect to.
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Navigate to Settings > Integrations > Virtana Platform API.
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Click Generate OAuth Client Credentials.
Unique credentials are displayed for your organization.
You must copy these credentials and enter them in VirtualWisdom. The Client Secret key is displayed only at the time the OAuth token is generated.
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In VirtualWisdom, navigate to Settings > Probes and Integrations > Connect to Virtana Platform and do one of the following:
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If no connection yet exists to a Virtana Platform organization:
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If a connection already exists to a Virtana Platform organization:
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To revoke credentials, return to the Virtana Platform API tab and click Revoke Credentials.
Tip
VirtualWisdom does not retain a copy of the content that is uploaded to Virtana Platform. If you want to retain a backup copy, you should download the generated content.
Related Topics
Projects are created from the data extracted from VirtualWisdom and prepared for migration. To create a project in Virtana Platform, you must upload the archive file, in Zip format, that is provided from Virtana Observe (aka VirtualWisdom).
The archive file incorporates information about a user-defined set of compute instances and applications. The file includes information such as VMware inventory and metrics, NetFlow conversations, applications from the CMDB, among other data.
After you import the contents of the archive file, you then use that information to create migration scenarios.
Tip
After a project is created, it cannot be moved to another organization. Be sure you have carefully planned the relationships of organizations and projects prior to importing project data.
About This Task
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During file upload, the data is also initially processed. Uploading and processing project files can take several minutes to hours, depending on the size of the file and complexity of the data.
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For information about navigating the Virtana UI, see Navigating the Workload Placement UI.
Prerequisites
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Project archive files are provided by Virtana Services and must be in a Zip (.zip) compressed file format.
Steps
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Navigate to the Cloud Migration Projects page.
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If appropriate, select the organization under which the project is to be created.
Enterprise accounts include the option of creating multiple organizations.
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Click New Project, enter the project name and version, and select an archive file to upload.
The 2-level naming (project/version) allows you to upload multiple archive files for a single project. The combination of project name and version must be unique. For example, you can have projects named ExampleCo/dev and ExampleCo/finance.
Project archive files are provided by Virtana Services and must be in a Zip (.zip) compressed file format.
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Click Create Project.
A card appears on the Cloud Migration Projects page, displaying the project name and upload status.
When the upload completes, Virtana Platform begins processing the data, as indicated by a blue spinner on the card. When processing is complete, a green checkmark appears next to Environment Overview.
If a red checkmark appears, contact Virtana Support.
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Calculate all new applications by clicking the checkbox above the application list (to select all) and clicking Calculate All Apps.
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To delete a project, on the Cloud Migration Projects page click
for the project and select Delete.Important
This action cannot be undone. If you decide to recreate this project later, you will need to upload the same or a new project file to Workload Placement.
Next Task
Related Topics
After the project file has completed uploading, you should verify that the results are what you expected.
Steps
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Navigate to the Environment Overview tab.
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In the Inventory Counts area:
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Confirm that the number of virtual devices shown matches what is expected.
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Are there names without IP addresses?
If so, this must be resolved. Dependency mapping can only be done using IP addresses, not object names. Contact Virtana Support for assistance, at support-beta@virtana.com.
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How many conversations were identified compared with what NetFlow displays in VirtualWisdom?
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In the Network Throughput area:
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Are throughput rates as expected?
If they are lower than expected, is everything being discovered that should be?
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In the Conversation Summary area:
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Do the conversation counts seem appropriate?
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In the Network Services Details area:
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Are these the services expected? Are any missing?
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Can you identify which NetFlow Conversations are taking up the most bandwidth?
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Next Tasks
After you import and verify the content of your archive file, you should assess the relationships of the compute instances and applications in the project. You can create new applications or modify existing ones from the Inventory page.
Applications provide a way to associate compute instances in a single object. This can help with identifying relationships and interdependencies between compute instances.
The goal in creating an application is to group all compute instances required for a given software application or corporate service, plus associated IP addresses, network connections, etc.
For example, you might want to ensure that the node that contains Human Resources software is grouped with the storage that contains the HR employee database. In addition, you want to include all objects and information related to communication between the software and the database.
About This Task
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A compute instance can only belong to one application. If you select a compute instance that is already associated with an application and add that compute instance to another application, the compute instance will automatically be removed from the original application.
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Dependency mapping can only be done using IP addresses, not object names. If any compute instances are missing IP addresses, contact Virtana Support at virtana-platform.support@virtana.com.
Steps
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Navigate to the Inventory page.
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Click
in the Applications column, enter a name for the application and click Create.The new application displays in the table.
You can create multiple applications at one time by entering a comma-separated list or by pressing Enter after each name. Enter them individually or paste them in bulk.
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To move compute instances into the application, do one of the following:
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To move one item, click and hold on
next to any compute instance you want to add, and then drag and drop it in the application. -
To move two or more items, select the checkbox next to each compute instance you want to move, click and hold on
next to any selected object, and then drag and drop the objects into the application.When you grab the
, a tootip displays the name or number of items you are moving, so you can verify them.
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To remove compute instances from applications, right-click, and select Remove from Application.
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Click Save.
You must save before calculating dependencies.
There is an option to Undo Changes.
Tip
Clicking Undo Changes deletes all changes made since the last save.
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Navigate to Applications > Application List to verify that the application was added.
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Return to the Inventory page to calculate dependencies.
Next Tasks
When you upload a project to Workload Placement, calculations are automatically performed on applications and the results are available on the various tabs in Workload Placement.
If you create new applications or modify existing ones, you must perform a new calculation on those applications to determines interdependencies with entities in the environment. The information is displayed in multiple ways on various pages in the UI to allow you to identify potential risks and establish priorities for moving the data.
Prerequisites
Before calculating application dependencies, you should have verified that import of the project archive file produced the expected results. See Verify the Project Import.
Steps
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Navigate to the Inventory tab.
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Select the move groups to calculate.
Do one of the following:
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Click Calculate All Applications.
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Click the checkbox next to a move group, and then click Calculate 1 Application.
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Click checkboxes next to multiple move groups and then click Calculate for n Application(s).
The number of items selected displays in the column footer and on the Calculate button.
A message momentarily displays in the lower left, indicating the status of the calculation.
The page becomes inaccessible while the calculations are being performed. You can still access other areas of the software, but be sure to return to this page and save the calculations.
Depending on the objects in the group, the calculation can take awhile.
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When the calculation completes, click Save.
The page becomes inaccessible while the calculations are being performed. You can still access other areas of the software, but be sure to return to this page and save the calculations.
Ensure you save after the calculations complete, to retain the calculations.
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Navigate to Applications > Application List.
Use the information to verify that the application was added and that the correct objects are in the application.
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Click on Applications > Analysis Summary.
Use this information to assess dependencies between applications and compute instances, and determine if changes need to be made to applications to reduce move risks.
Next Tasks
The Applications tabs provide detailed information about the applications in a project and the dependencies among and between the applications and compute instances.
The information on the Applications pages can help determine which applications and compute instances should be assigned to each move group for migration to the cloud.
Steps
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Navigate to the Application List tab.
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Click on any analyzed application in the list.
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Click the Client Dependencies tab.
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Click on the Server Dependencies tab.
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Click Detailed Network Data tab.
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Navigate to the Applications Analysis Summary tab.
To view more details about an application, click on any application in the Compute Instances... section.
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If you determine that changes need to be made to any applications, modify those applications then create move groups.
Next Tasks
Modify Applications, if needed
After you import and verify the content of your archive file, you can modify applications. You can modify and customize applications from the Inventory page.
About This Task
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A compute instance can only belong to one application. If you select a compute instance that is already associated with an application and add that compute instance to another application, the compute instance will automatically be removed from the original application.
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Dependency mapping can only be done using IP addresses, not object names. If any compute instances are missing IP addresses, contact Virtana Support at virtana-platform.support@virtana.com.
Steps
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Navigate to the Inventory page.
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To move compute instances into the application, do one of the following:
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To move one item, click and hold on
next to any compute instance you want to add, and then drag and drop it in the application. -
To move two or more items, select the checkbox next to each compute instance you want to move, click and hold on
next to any selected object, and then drag and drop the objects into the application.When you grab the
, a tootip displays the name or number of items you are moving, so you can verify them.
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To remove compute instances from applications, right-click, and select Remove from Application.
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To delete applications, select the items to be deleted, right-click, and select Delete Selected Applications.
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Click Save.
There is an option to Undo Changes.
Tip
Clicking Undo Changes deletes all changes made since the last save.
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Calculate the dependencies for the compute instances in the application.
Do one of the following:
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Click the checkbox next to the application, and then click Calculate 1 Application.
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Click Calculate All Applications.
The calculation can take a while.
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When the calculation completes, click Save.
The page becomes inaccessible while the calculations are being performed. You can still access other areas of the software, but be sure to return to this page and save the calculations.
Ensure you save after the calculations complete, to retain the calculations.
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Navigate to Applications > Application List to verify that the application was added.
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Assess the output and again modify the applications as needed until ready to create move groups.
Next Tasks
Assess Calculated Application Output, as needed
You can create move groups from the Inventory page. Move groups allow you to migrate as a unit the compute instances and applications that have interdependencies.
You create or customize move groups by adding and removing compute instances or applications on the Inventory page. You should therefore create applications before creating move groups. Once your move groups are set you can run a dependency analysis on one or more move groups to determine how the applications and compute instances are related.
Creating groups helps you to safely plan your migration over time. You can move less critical groups first, verify the process, then move more critical groups later. This reduces the risk of losing connectivity to critical applications in your environment.
About This Task
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You should create move groups only after you verify the content of your applications and the associated dependencies, and have identified items that should be moved as a unit to the cloud.
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A compute instance can only belong to one move group. If you select a compute instance that is already associated with a move group and add that compute instance to another move group, the compute instance will automatically be removed from the original move group.
Prerequisites
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You must have uploaded the project archive file.
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You should have verified the content of the applications you plan to move before creating move groups.
Steps
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Navigate to the Inventory page.
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Click
in the Move Groups column, enter a name for the group, and click Create.The new group displays in the Move Groups column.
You can create multiple move groups at one time by entering a comma-separated list or pressing Enter after each name. Enter them individually or paste them in bulk.
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Move applications or compute instances, or both, into the move group.
You cannot move applications and compute instances together.
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To move one item, click and hold on
next to any application or compute instance you want to add, drag the item, and drop it in the move group -
To move two or more items, select the checkbox next to each application or compute instance you want to move, click and hold on
next to any selected object, and then drag and drop the objects into the move group.When you grab the
, a tootip displays the name or number of items you are moving, so you can verify them.
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Tip
You can also right-click and select either "Copy to Move Group" or "Move to Move Group".
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Click Save.
You must save changes before calculating dependenices.
There is an option to Undo Changes.
Tip
Clicking Undo Changes deletes all changes made since the last save.
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Navigate to Move Groups > Move Group List to verify that the move groups were added.
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Return to the Inventory page to calculate dependencies.
Next Tasks
When you upload a project to Workload Placement, calculations are automatically performed to assign applications and compute instances into move groups labeled Easy, Medium, and Hard. You can calculate new move groups or recalculate existing move groups by using the Calculate Move Groups button on the Inventory tab.
The Easy, Medium, and Hard designations are calculated based on how simple or complex the interdependencies are between entities in the move group and entities elsewhere in your environment. This information can help you to identify potential risks and establish priorities for the data to be migrated.
Prerequisites
Before creating a move group, calculate dependencies for the applications you are considering moving together and make adjustments to the applications as needed.
Steps
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Navigate to the Inventory tab.
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Select the move groups to calculate.
Do one of the following:
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Click Create Groups By Complexity.
This option calculates the relationships of all, or the selected, applications and compute instances. The relationships are assessed to determine which should be relatively easiest or hardest to move and recommended move groups are provided labeled Easy, Medium, and Hard.
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Click Calculate All Applications.
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Click the checkbox next to a move group, and then click Calculate 1 Application.
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Click checkboxes next to multiple move groups and then click Calculate for n Application(s).
The number of items selected displays in the column footer and on the Calculate button.
A message momentarily displays in the lower left, indicating the status of the calculation.
The page becomes inaccessible while the calculations are being performed. You can still access other areas of the software, but be sure to return to this page and save the calculations.
Depending on the objects in the group, the calculation can take awhile.
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When the calculation completes, click Save.
Ensure you save after the calculations complete, to retain the calculations.
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Navigate to Move Groups > Move Group List.
Use the information to verify that the group was added, that the correct objects are in the move group, to plan sizing, etc.
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Click on Move Groups > Analysis Summary.
Use this information to identify issues that can affect the migration, such as bandwidth requirements between groups, if move groups are independent enough to move separately or if some must be moved together, etc.
Next Tasks
The Move Groups tabs provide detailed information about the move groups in a project and the dependencies among and between the applications and compute instances in the move groups.
The information on the Move Groups pages can help determine if the applications and compute instances are appropriately assigned to each move group for migration to the cloud.
Steps
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Navigate to Move Groups, Move Group List and click an analyzed move group in the list.
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Click the Inventory Summary tab.
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Click the Detailed Network Data tab.
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Navigate to Move Groups, Analysis Summary.
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If you determine that changes need to be made to any move groups, modify those groups.
Next Steps
Modify Move Groups, as needed
After assessing the contents of one or more move groups, you might decide that some applications or compute instances need to be added to, removed from, or moved between move groups to reduce risk or simplify moves.
About This Task
Steps
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Navigate to the Inventory page.
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Move applications or compute instances, or both, into the move group.
You cannot move applications and compute instances together.
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To move one item, click and hold on
next to any application or compute instance you want to add, drag the item, and drop it in the move group. -
To move two or more items, select the checkbox next to each application or compute instance you want to move, click and hold on
next to any selected object, and then drag and drop the objects into the move group.When you grab the
, a tootip displays the name or number of items you are moving, so you can verify them.
Tip
You can also right-click and select either "Copy to Move Group" or "Move to Move Group".
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To delete move groups, select the items to be deleted, right-click, and select Delete Selected Move Groups.
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Click Save.
There is an option to Undo Changes.
Tip
Clicking Undo Changes deletes all changes made since the last save.
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Calculate the move groups you modified.
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Assess the move group output and again modify move groups as needed until ready for migration.
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When finished modifying the move groups, click Save.
Ensure you save after the calculations complete, to retain the calculations.
Next Tasks
Assess Calculated Move Group Output, as needed
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