Creating a Server Migration Workflow

Prerequisites

• You have discovered servers by referring to Discovering Servers.
• The servers to be migrated have been grouped as an application.
• You have got target configurations for servers to be migrated by referring to Getting Target Recommendations.

Procedure

1. Log in to the MgC console.
2. In the navigation pane on the left, choose Migrate > Workflows. Select a migration project in the upper left corner of the page.
3. Click Create Workflow in the upper right corner of the page.
4. In the Server Migration card, click Preview Steps to view the steps predefined in the template and the detailed description of each step. If the type of a step is Automated, the step is automatically performed by MgC. If the type of a step is Manual, you need to perform the step manually. Click Configure Workflow in the lower right corner.
5. Configure the workflow parameters based on Table 1.

   Table 1 Parameters for configuring a server migration workflow

   Area	Parameter	Operation
   Workflow Details	Name	Enter a workflow name.
   	Description	Describe the workflow.
   Application	Application	Select the application which contains the servers to be migrated.
   Migration Network	Network	If you select Public, ensure that all target servers have EIPs bound. These EIPs will be used for migration.
   		If you select Private, configure Direct Connect connections, VPN connections, VPC peering connections, or subnets in the target VPC in advance to ensure that the source environment can access the target environment. If the source environment can access the Internet over a proxy server, you need to enter the private IP address of the source proxy server and the port used by the proxy software. If the source environment cannot access the Internet, put the SMS-Agent installation package at a location where the source servers can access directly or over a proxy. You can download the SMS-Agent installation package from the SMS console.
   Target Environment	Region	Select the region you selected when you assessed the application.
   	Project	Select a project in the region where the target resources are provisioned.
   	VPC	If the source IP address is 192.168.X.X, you are advised to create a VPC and a subnet that both belong to network range 192.168.0.0/16. If the source IP address is 172.16.X.X, you are advised to create a VPC and a subnet that both belong to network range 172.16.0.0/12. If the source IP address is 10.X.X, you are advised to create a VPC and a subnet that both belong to network range 10.0.0.0/8.
   	Subnet	The subnet must be in the same network range as the VPC.
   	Security Group	If there are Windows source servers, the security group must be configured to allow access on ports 8899, 8900, and 22. If there are Linux source servers, the security group must be configured to allow access on port 22. CAUTION: For security purposes, you are advised to only allow traffic from the source servers on these ports. The firewall of the target servers must allow traffic to these ports.
   Advanced Settings	Start Target After Migration	If you select No, the target servers will be stopped after the migration is complete. If you select Yes, the target servers will be started after the migration is complete.
   	Set Bandwidth Limit	If you select No, the migration traffic is not limited. If you select Yes, you can limit the bandwidth that can be used for migration based on the source bandwidth and service requirements.
   	Install rsync on Source	If you select No, rsync will not be installed on the source servers. If you select Yes, rsync will be automatically installed on the source servers. CAUTION: Linux migrations depend on rsync. If rsync is not installed on a source server, the server will fail to be migrated.
   	Enterprise Project	Select the enterprise project you want to migrate to. The enterprise project default is selected by default.

6. Click Next: Confirm.
7. Confirm the workflow settings, and click Confirm. The Run Workflow dialog box is displayed, which indicates that the workflow has been created.
   • If you want to start the migration immediately, click Confirm to run the workflow.
   • If you want to add stages and add steps to the workflow, click Cancel. The workflow enters a Waiting state, and the migration is not started. To start the migration, click Run in the Operation column.

8. On the migration workflow details page, view the workflow settings and the migration progress.
   • Move the cursor to the migration progress bar. In the box that is displayed, view more migration details.
   • When the migration progress bar reaches a step that requires manual confirmation, move the cursor to the progress bar and click Confirm next to the step status in the displayed window, so that the subsequent migration steps can be executed.
   • When the workflow reaches the ResizeDiskPartition, the system identifies whether disk capacity reduction has been performed on the target server.
     • If yes, go to SMS console and resize disks and partitions for the target server. For details, see the Partition Resizing parameter in Configuring a Target Server. After the adjustment is complete, go back to the MgC console and click Confirm next to the step status so that the workflow can continue.
     • If no, skip this step.
   • The StartSynchronization step is repeated before you verify your services.

Adding a Stage

1. On the migration workflow details page, move the cursor to the migration stage before or after which you want to add a stage. In the displayed window, choose Add Stage Before or Add Stage After.
2. Enter a stage name and description, click Add Step, select a step type, enter a step name and description, and click Confirm. Multiple steps can be added.
3. Click Confirm.
   

   Manually added stages can be modified or deleted, but pre-defined stages cannot.

Adding a Step

1. On the migration workflow details page, move the cursor to the step before or after which you want to add a step. In the displayed window, choose Add Step Before or Add Step After.
2. Select a step type based on Table 2, enter a step name and description, and click Confirm.

   Table 2 Step types

   Type	Description
   Checkpoint	You need to manually confirm this type of steps, so that the workflows can continue.

3. Go back to the migration stage and view the added step.
   

   Manually added steps can be modified or deleted, but pre-defined steps cannot.