Today we are going to walk you through the process of installing the
complimentary tooling used to collect the on-premises
inventory and utilization for your business case to AWS with Migration
Evaluator.
Once your request for a business case has been processed you will receive an
email invitation. Simply create an account on the Migration Evaluator
management console and you will have access to the guides,
software, and everything else needed to deploy the software.
Please take the time to review the Pre-Install Checklist found in the
Installation guide for the appropriate server specifications,
English version of Windows Server Windows administrator rights
network connectivity and required permissions.
Having the required setting up front will simplify the deployment.
Step One will be to install as a local administrator, the Bootstrapper which
automatically installs any missing third-party software packages.
This includes the.NET runtime and local MariaDB instance.
If a drive other than C was allocated to meet the storage requirements
please click Options and select the correct drive.
Step Two is to install, as a local administrator, the collector software.
To ensure your inventory is only accessible to your assessment,
each collector has a unique certificate provided by AWS
and is downloaded from the Migration Evaluator Management Console.
You will be prompted to select the certificate file during the installation.
Next, you will be prompted to run the collector either under a local system
account or the service account created prior to installation.
Please review the System Requirements and Installation Guide for more details
on service accounts. Please note that the account selected
CANNOT be changed after install.
Next select HTTPS to require encryption with the IIS application
and select YES to automatically start the collection service once the install
sequence finishes.
The final step of installing the software is to create a local account to
manage the collector. This will not be the account you created
to download the software. Simply launch a browser and enter your
desired credentials. If you ever forget your password
a unique recovery key is saved to the collector's file system and can be used
to create a new account.
Step Three is to configure collection from VMware.
If you do not have VMware infrastructure to monitor, please skip to the next
section of this video.
From the collector software select Add Data Provider, then VMware vSphere.
You will be prompted to enter a descriptive label, the address of the
vSphere appliance, and read-only credentials.
After pressing SAVE, you will see the name of the vCenter
added in the list of Data Providers.
Select it and check the status to ensure the vCenter says "Online".
As it is common for vSphere instances to be deployed with a self-signed
certificate, you may need to either disable SSL
certificate validation or fix the certificate installed on the
vCenter being monitored. After you make the configuration change
you may force the software to try connecting again by selecting
"Advanced Status" and "Force Data Collection".
Repeat this process for each vSphere application to be included in the
assessment.
Step Four is to configure read-only WMI or SNMP credentials to be used by the
collector. Please skip to the next section of this
video if your environment is VMware only and you would like to right-size based
on hypervisor utilization only. From the collector software navigate to
Global Settings and select the OS Credentials tab.
Each credential added may be used later for monitoring virtual machines directly,
bare metal, or Hyper-V host system infrastructure.
You can enter as many as are needed, and the software will automatically detect
the correct one to use for each server.
Step Five is to configure collection from bare metal servers.
If you do not have bare metal infrastructure to monitor, please skip to
the next section of this video. To start you will need to create a CSV
file containing the list of servers to be monitored.
please review the system requirements and installation guide for details.
Next from the collector software, select Add Data Provider, then Migration
Evaluator CSV, upload the .csv file then SAVE.
The system will now begin to asynchronously add the servers which may
take up to 10 minutes to complete. Repeat this
process for each list of bare metal servers to be included in the assessment.
To verify network connectivity and credentials provided earlier,
select the Bare Metals view from Device Settings. Navigate to a server you would
like to test and select "Test Collection". If the server reports back as unhealthy
consult the System Requirements and Installation Guide for troubleshooting
ideas.
Step Six is to configure collection from Hyper-V hosts.
If you do not have Hyper-V infrastructure to monitor, please skip to
the next section of this video. From the collector software, please Add
Data Provider then Microsoft Hyper-V. If you have an Active Directory server,
select Active Directory scan, provide a descriptive label, the address
of the Active Directory server and read-only credentials.
Alternatively, if an Active Directory server is not available,
you may review the System Requirements and Installation Guide to create a .csv
file containing the list of hosts to be monitored.
Provide a descriptive label, and upload the .csv.
The system will now begin to asynchronously add the servers.
This initial cycle can take up to 10 minutes to complete.
You can verify that the Hyper-V hosts and their virtual machines are
discovered by selecting Device settings from the navigation bar and selecting
the Hyper-V view.
Step Seven is to enable automatic SQL edition detection.
If you do not have SQL server instances to discover,
please skip to the next section of this video.
Start by adding one or more T-SQL credentials.
Select Global Settings from the navigation bar and the OS Credentials tab.
Select New, then T-SQL from the protocol
dropdown. Please note, domain accounts are not
supported at this time.
Once the credentials are added, select the OS Collection tab.
For each data type configured (VMware, Adhoc,
or Hyper-V) select "Scan all" at the top to initiate
an SQL Edition scan. Selecting scan all is only needed to accelerate
discovery during the installation process.
Step Eight is to optionally configure resource utilization monitoring directly
from the virtual machines discovered from the VMware or Hyper-V
infrastructure. Enabling this allows the business case to factor in utilization
from the server's point of view which may allow for additional right
sizing. By selecting Global Settings from the
navigation bar and the OS Collection tab. For each data type configured (VMware or
Hyper-V) configure WMI and/or SNMP
then save. Note this collection leverages the operating
system's credentials configured in Step Four.
You may add additional credentials at any time.
Step Nine is an optional setting to enable synchronization with AWS.
This allows the Migration Evaluator service team to provide alerts if
collection is not in scope with expectation.
The Amazon S3 synchronization settings are based on your collector details
listed in the Migration Evaluator Management Console.
Once configured, please select Initiate Backup Now to verify both the backup and
synchronization is working.
Our last step will be annotating the discovered inventory with business data
and provisioning. After a few days of collection, navigate
to Global Settings in the navigation bar and select the backup tab and click the
Download Inventory and Utilization Export button at the bottom.
On the Virtual and Physical Asset sheets, verify the inventory contains everything
expected to be in scope. For servers without detected physical
provisioning, fill in as much as possible with values acceptable for modeling.
For database servers, verify and populate the Database Type column where needed.
On the Asset Ownership sheet, fill in as much as possible,
including the server's logical environment, by providing production
versus development tags. With these tags, extra projected savings
may be able to be modeled.
Once your annotations are completed, upload the updated Excel workbook for
your engagement in the Migration Evaluator Management Console
at console.tsologic.com/discover/
self-reported-
files
Thank you for taking the time to watch our installation and configuration of
the Migration Evaluator Collector software.
We hope you found it helpful to walk through the process of an installation
and configuration to ensure you are ready to begin your
Migration Evaluator engagement.