Configuring a Target Server

Scenarios

Before starting the migration, you need to configure the target server for receiving data from the source server. You can clone the target server for service testing, and launch the target server after you verify that your services can run properly on the target server.

Prerequisites

The migration task is in a Ready status.

Procedure

Sign in to the SMS console.
In the navigation pane on the left, choose Servers.

Figure 1 Server list
In the server list, locate the source server and click Configure Target in the Migration Stage/Status column.

You can also choose More > Configure Target in the Operation column.

If you do not find the record for your source server, check that the account you are currently using is the migration account.

On the Configure Basic Settings page, configure parameters by referring to Table 1.

**Table 1** Basic parameter settings
Area	Parameter	Option	Description
Migration Template	Migration Template	-	You can use the default migration template provided by the system. You can also create a migration template . After you choose a migration template, the system will populate the settings for Network Type, Migration Rate Limit, Migration Method, Enable Continuous Synchronization, Resize Disks and Partitions, Region, and Project based on the template.
Network Settings	Network Type	Public	An EIP must be bound to the target server. Public is the default value of Network Type.
	Network Type	Private	A Direct Connect connection, VPN connection, VPC peering connection, VPC subnet, or Cloud Connect connection must be provisioned. The private IP address of the target server will be used for migration.
	IP Version	IPv4	IPv4 can be used for data migration.
	IP Version	IPv6	On a dual-stack network, IPv6 can be used for migration. For details about the preparations and precautions for migration over IPv6, see Migrating Servers over an IPv6 Network.
	Migration Rate Limit	-	You can limit the migration rate based on the source bandwidth and service requirements. If you do not want to limit the migration rate, set this parameter to 0. Traffic limiting is unavailable if: The migration uses an IPv6 network. Traffic Control (TC) is missing from the source server.
	Overrate Threshold (%)	-	You can regulate how much the migration rate can exceed the configured limit. If the migration rate exceeds the threshold for multiple consecutive times, the migration task is automatically paused. For example, if the migration rate limit is set to 10 Mbit/s and the overrate threshold is set to 10%, the task is automatically paused when the migration rate exceeds 11 Mbit/s (110% of the limit) multiple times consecutively. CAUTION: This option is only available for Linux migration. It will not be available or applied if: The migration uses an IPv6 network. Traffic Control (TC) is missing from the source server. The installed SMS-Agent version is earlier than 24.9.0.
Migration Settings (Optional)	Migration Method	Linux block-level	Migration and synchronization are performed by block. This method is efficient, but the compatibility is poor.
		Linux file-level	Migration and synchronization are performed by file. This method is inefficient, but the compatibility is excellent.
		Windows block-level	Migration and synchronization are performed by block. This method is very efficient and is the only migration method for Windows servers.
	Enable 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.
	Enable Continuous Synchronization	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.
	Resize Disks and Partitions	No	The disk and partition settings from the source server will be retained on the target server.
	Resize Disks and Partitions	Yes	You can resize the disks and partitions for the target server. For details, see Resizing disks and partitions.
	Start Target Upon Launch	No	The target server will be stopped after the migration is complete.
	Start Target Upon Launch	Yes	The target server will be started after the migration is complete.
	Measure Network Performance	No	Network performance will not be measured.
	Measure Network Performance	Yes	Before the full migration starts, the system will measure the packet loss rate, network jitter, network latency, bandwidth, memory usage, and CPU usage for the source server. For details, see How Do I Measure the Network Performance Before the Migration?
	Enable Concurrency	No	By default, one process is used for migration and synchronization.
	Enable Concurrency	Yes	You can specify the maximum number of processes the Agent can start concurrently for migration and synchronization tasks, respectively. Enabling concurrency is only available for Linux file-level migrations. For more information, see How Do I Set the Number of Concurrent Processes for Linux File-Level Migrations?
	Transit IP Address	-	For a migration over a private line, you can configure the transit IP address.
Resource Limits (Optional)	CPU Limit	-	These options are only available for Linux migrations. For details, see How Do I Limit Resource Allocation for the Agent in a Linux Migration?
	Memory Limit
	Disk Throughput Limit

Click Next: Configure Target in the lower right corner.
In the Basic Settings area, select the region you are migrating to.
In the Target Server area, choose whether to use an existing cloud server or create a new one as the target server. For details about the requirements on target servers, see Target Server Requirements.
- Use existing
  In the list of existing servers, select one that meets the specifications requirements displayed in the Recommended Target row. If no existing server meets the requirements, click Create ECS and purchase an ECS with the required specifications. For details, see Purchasing an ECS.
  
  You can select a pay-per-use or yearly/monthly ECS.
- Create new
  The system automatically presets the name, AZ, specifications, disk specifications, EIP, VPC, subnet, and security group for the target server. You can also click Expand and Modify to manually modify the server settings.
  - If you select Recommended for Server Template, the system will automatically create a VPC, subnet, and security group and select an AZ and disk type for the target server. You can also manually adjust the settings recommended by the system.
    If Create during migration is selected for VPC, SMS automatically creates a VPC for the target server based on the following rules:
    If the source server's IP address is 192.168.X.X, SMS creates 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, SMS creates a VPC and a subnet that both belong to network range 172.16.0.0/12.
    
    If the source server's IP address is 10.X.X, SMS creates a VPC and a subnet that both belong to network range 10.0.0.0/8.
    
    If Create during migration is selected for Security Group, the system automatically creates a security group for the target server and allows traffic to the target server over certain ports:
    Windows: ports 8899, 8900, and 22
    
    Linux (file-level migration): port 22
    
    Linux (block-level migration): ports 8900 and 22
  - If you prefer, you can choose your own server template, and the VPC, subnet, security group, AZ, and disk settings will be preconfigured based on that template. You have the flexibility to adjust these preset settings as needed. To learn how to create a server template, see Creating a Server Template.
  - Data disks must be either VBD or SCSI. VBD is the default device type for data disks. For details about disk device types, see Device Types and Usage Instructions.
  - Data disks can be created as shared disks. For details about shared disks, see Shared EVS Disks and Usage Instructions.
Click Next: Confirm in the lower right corner.

Figure 2 The configuration confirmation page
(Optional) Click Save as Server Template. In the displayed Create Server Template dialog box, enter a template name and click OK to save the target server settings as a template.

Save as Server Template is available only when you select Create new for Server.

Figure 3 Create Server Template
Confirm the configuration and click Save. In the displayed dialog box, read the migration conditions and click OK.

If you want to start the migration immediately, click Save and Start. In the displayed dialog box, read the migration conditions and click OK.
Figure 4 Saving the configuration

Figure 5 Saving the configuration and starting the migration

If Target Configuration and Ready show up in the Migration Stage/Status column, the target server has been configured.

Resizing Disks and Partitions

When you create a migration task, on the Configuring Basic Settings tab page, expand Migration Settings (Optional), enable Resize Disks and Partitions, and click Resize Disks and Partitions. In the Resize Disks and Partitions dialog box, configure disks and partitions as needed.

Figure 6 Resizing disks and partitions (Windows)

Figure 7 Resizing disks and partitions (Linux)
- You can choose whether to migrate source partitions and then resize the paired target partitions.
- For a Linux server using LVM, you can choose whether to migrate physical or logical volumes and resize the paired target volumes.
- In a Windows migration, the system and boot partitions are migrated by default.
- In a Windows migration, you can upsize partitions, but you cannot downsize them.
- Partition resizing is not available for Btrfs partitions on Linux.
- In a Linux migration, the system and swap partitions are migrated by default.
- You can choose to migrate all or none volume groups by using the Migrate All Volume Groups option.
- If you choose to migrate none of the logical volumes in a volume group, their physical volumes will not be migrated by default.
- In a Linux block-level migration, you can upsize partitions, but you cannot downsize them.
- In a Linux file-level migration, you can upsize or downsize partitions. When downsizing a partition, the new partition size must be at least 1 GB larger than the used partition space. If the current size does not meet this condition, downsizing is not possible. If the current size does not meet this condition, downsizing is not possible. For details, see What Are the Rules for Resizing Volume Groups, Disks, and Partitions?
- If the total partition size after resizing is larger than the disk size, you need to expand the disk capacity to fit the partition size.
- If the total partition size after resizing is much smaller than the disk size, you can downsize the disk.
Click Next: Configure Disks. Resize the disks as needed. Then confirm the configurations and click OK.

After you click OK, disk and partition resizing cannot be disabled in this task. If you want to restore the original disk and partition settings, locate the source server and choose More > Delete in the Operation column. Then restart the Agent on the source server, and configure the target server again.