Creating a Server Migration Workflow

Prerequisites

• You have discovered servers.
• The servers to be migrated have been grouped as an application.
• You have got target recommendations for source servers to be migrated by referring to Creating an Application Assessment.

Procedure

1. Sign in to the MgC console.
2. In the navigation pane on the left, choose Migrate > Workflows. Select the created 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. Automated steps are automatically performed by MgC. Manual steps need to be performed by you. 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	Description
   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 the migration.
   		If you select Private, configure Direct Connect connections, VPN connections, VPC peering connections, or subnets in the target VPC in advance to connect the source environment to the target environment. If the source environment cannot access the Internet, enter the private IP address of the source proxy server and the port used by the proxy software. If the source proxy server 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.
   	Enable Disk Encryption	If you select No, the system and data disks will not be encrypted for target server newly created by the workflow.
   		If you select Yes, the system and data disks will be encrypted for target servers newly created by the workflow. To enable disk encryption, you need to create an agency to authorize EVS to access KMS. If you have the right to grant the permissions, grant the KMS access permissions to EVS directly. After the authorization is successful, you do not need to perform the authorization again. If you do not have the right to grant the permissions, contact a user with the Security Administrator permissions to grant you the right and then repeat the preceding operations. After the authorization is successful, configure the following parameters: Select an existing key Select a key from the drop-down list. You can select one of the following keys: Default keys: After the KMS access permissions have been granted to EVS, the system automatically creates a default key and names it evs/default. Custom keys: You can choose an existing key or create a new one. For details about how to create a key, see Creating a Key. Enter a key ID Enter the ID of a key shared from another user. Ensure that the key is in the target region. For details, see Creating a Grant. NOTICE: This setting does not apply to existing target servers associated with the source servers. This setting applies to all target servers newly created by the workflow. The disks on these new target servers will be encrypted using the same key. The encryption attribute of a disk cannot be modified after the disk is created. Keys can be shared with accounts, not users.
   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 as long as it is not found on these servers. CAUTION: Linux migrations depend on rsync. If rsync is not installed on a source server, the server will fail to be migrated.
   	Retain IP Address	Enable this option to retain the private IP addresses of the source servers on the target servers. You need to evaluate and take responsibility for any risks associated with enabling this option.
   	Enable Quick Mode	Enable this option if incremental synchronization is not required. This option is disabled by default. If it is enabled, incremental synchronization is skipped and then subsequent steps are performed after full replication is complete in the workflow. Set this option based on your requirements.
   	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 has not started yet. 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. After the step for starting the migration Agent is completed, a migration task is automatically created on the SMS console. For details about the server information mapping between MgC and SMS, see What Are the Information Mappings Between MgC and SMS?
   • 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 step, 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 on the target server.
   • When the progress bar reaches Cutover, the migration is complete. You need check whether your service systems are running properly on the target server. If they are, manually switch services to the target server. After the switchover is complete, click Confirm in the workflow. The system automatically performs the following steps SourceClear and MigrationTaskClear.

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.

When to Use the Retry and Full Retry Buttons

During the running of the server migration workflow, Edge launches an SMS-Agent migration process on each source server. After the process is started, it communicates with the SMS console and receives commands to perform migration. During the StartMigration and StartSynchronization steps in the workflow, if the SMS-Agent process on a source server disconnects from the SMS console, the MgC console will detect the disconnection, causing the migration workflow to fail on that source server. On the migration workflow details page, you will see options Retry and Full Retry. The appropriate choice depends on the cause of the disconnection. The possible causes for the disconnection include:

• Possible cause 1: There is a network exception.
  In this case, the SMS-Agent process still opens on the source server. You only need to restore the network, wait until the connection to the SMS console is restored, and click Retry to resume the migration.

  Figure 1 Retry
  

  Command for checking the SMS-Agent process on Linux:

  # ps -ef | grep -v grep | grep linuxmain

  Command for checking the SMS-Agent process on Windows:

  # Get-Process -Name SMSAgentDeploy -ErrorAction SilentlyContinue

• Possible cause 2: The SMS-Agent process is stopped due to a restart of the source server.
  In this case, the SMS-Agent process is stopped, and the migration cannot be resumed. You need to create an SMS migration task again by clicking the Full Retry button. After the migration task is cleared, the workflow starts from the StartUpAgent step to restart the SMS-Agent process on the source server and create an SMS migration task again.

  Figure 2 Full Retry
  

  

  Clicking the Full Retry button will delete the original migration task and create a new one. The migrated data will be overwritten.