Creating a Migration Template

Scenarios

SMS allows you to create migration templates for quick configuration. You can use these templates to quickly configure the migration settings, such as Network, Migration Rate Limit, Continuous Synchronization, Region, and Project.

Procedure

1. Log in to the SMS console.
2. In the navigation pane on the left, choose Templates.
   Figure 1 Templates
   

3. In the upper right corner of the Migration Templates area, click Create Migration Template. In the displayed Create Migration Template dialog box, enter a name and description, and click OK.
   Figure 2 Specifying the template name
   
   

   A template name cannot be changed after the template is created.

4. In the Migration Templates area, on the left, click the name of the created template.
   In the Migration Templates area, on the right, click next to Parameter Settings to configure template parameters.

   Figure 3 Parameter Settings
   

   Table 1 describes the parameters.

   Table 1 Parameters

   Parameter	Option	Description
   Region	N/A	Consider your service requirements when selecting a region.
   Project	N/A	You can select a project only after a region is selected.
   Migration Method	Block-level	Migration and synchronization are performed by block. For Windows servers, SMS only supports block-level migration.
   	File-level	Migration and synchronization are performed by file. This method is inefficient, but the compatibility is excellent.
   Network	Public	An EIP must be bound to the target server. Public is the default value.
   	Private	You need to create a Direct Connect or VPN connection between the source and the VPC subnet you are migrating to. If the source and target servers are in the same VPC, select Private.
   Migration Rate Limit	N/A	You can configure the rate limits based on the source bandwidth and service requirements. If you do not want to limit the migration rate, set this parameter to 0.
   Continuous Synchronization	No	After the full replication is complete, SMS will automatically launch the target server without synchronizing incremental data. To synchronize incremental data, you will need to click Sync in the Operation column.
   	Yes	After the full replication is complete, the migration will enter the continuous synchronization stage. During this stage, incremental data will be periodically synchronized from the source server to the target server, and you will be unable to use the target server since it has not been launched yet. To finish this stage, you will need to click Launch Target in the Operation column.
   Target Server	Use existing	You need to select an existing server based on the recommended target server specifications when you configure the target server.
   	Create during migration	You need to set parameters such as the VPC, subnet, and security group as required when you configure the target server.
   Start Target Upon Launch	No	The target server will be stopped after the migration is complete.
   	Yes	The target server will be started after the migration is complete.
   Measure Network Performance	No	Network performance will not be measured.
   	Yes	Before the full migration starts, the packet loss rate, network jitter, network latency, bandwidth, memory usage, and CPU usage will be measured. For details, see How Do I Measure the Network Performance Before the Migration?

5. Click OK.
6. (Optional) Click the name of the created template, and click Set as Default Template to set it as the default template.
   Figure 4 Set as Default Template