Migration Planner

Please Note: It is not possible to delete any of the pre-created templates

Getting Started with the Migration Planner

The Migration Planner is to assist you in creating and executing a migration plan by visualizing all available machine and application-level data.

As soon as you login to the console.cloudamize.com Click on the ‘Migration Planner' option under 'Home’ as shown in the below screenshot.

The below screen pops-up and then click on ‘Graph’ and 'open classic console' as shown in the below screenshot.

As soon as it shows the below results summary page, Click on ‘View Details’ button.

As a next step, a new window will open as shown in the below screenshot and then click on ‘Migration Planner’ under 'Dashboard' button

On the next screen, a new page will appear. The large White Square in the centre of the screen is the Canvas

Along the top of the canvas you will see buttons to:

	Fit In Bound
	Zoom Out
	Zoom In
	Collapse All Assets
	Clear All, which will clear any mapped dependencies

On the right-hand side, is the ‘More Tools’ button, which will present you with more options:

		Advanced Filtering
	Migrate Your Environment
	Build Machine-Based Move Groups
	Build Application-Based Move Groups
	Application Inventory Settings
	Undo Migration Planner Changes
	Upload File
	CSV Builder
	CSV Exporter
	SQL Server and License Usage

We will explore these buttons further as we move through the Migration Planner.

The Blue boxes on the canvas are groups, the Grey boxes inside are assets, and inside the assets are individual machines, or nodes.

By clicking on an individual node, you will see all available information for that node under the summary [tab] in the panel on the right side of the screen.

By right-clicking on a node, you can see a performance breakdown of that machine

You also have the option to move that node from its current group to another group or asset

The panel on the left-hand side of the page will allow you to view those same groups and assets, as well as drill down to specific machines.

Above the group lists is a search bar that will allow you to search based on a number of criteria, such as, group, asset, or machine name, along with DNS, IP Address or Operating System name.

The panel on the right-hand side of the page is broken down into three categories, Application Interconnectivity, Project Management, and Summary.

Under the Application Connectivity [tab] you can find a list of all the applications observed during the Cloudamize Assessment. By clicking on an asset, you will see the applications specifically within that asset.

And if you click on an individual node, you will see the applications specifically found on that node.

The search bar at the top will also allow you to find a specific application in a group, asset, or a single node.

After selecting any or all of the applications, you will see that the communication between nodes has been mapped out on the canvas. Additionally, by selecting an asset or a node, you can select any or all of the applications and view the interconnectivity of that application.

The arrows that appear on the canvas are either bi-directional, or uni-directional depending on the server to client communication direction. By clicking on an arrow, you will be presented with the Client Name, Client IP Address, Server Name, and Server IP Address.

The Project Management [tab] allows you to assign tags, owners, migration type, and any other notes. You can later search based on these tags and build migration groups.

You can use these tags to identify machines and create groups or assets. Tags can also be imported via CSV. For large environments, Cloudamize recommends using this functionality.

The Summary [tab] is where you will find a detailed breakdown of groups, assets, and nodes. Information such as IP Address, Number of Nodes, Number of Communicating Applications, Cost, as well as a variety of reports which we will detail further is available for you to review.

How to Use the Application Inventory Settings

The goal of Application Inventory Settings is to help you alter the applications that you wish to consider for migration. You can hide selected applications for analysis to cut down on noise, and focus only on those applications that fall within the migration scope.

To make adjustments, click on the More Tools button, and select Application Inventory Settings.

A new window will open allowing you to view all processes in the environment, and choose which should be considered for migration.

First click View All at the bottom of the page to ensure you can see the entire list of observed processes

The first column, Considered (Check Box), will allow you to select which applications should or should not be considered for migration, by default Cloudamize will remove certain processes from consideration based on best practices.
Some items which you may see that are not selected for consideration include Internet Explorer, Firefox or Active Directory Web Services.

You have the option to include, or exclude these and any other services.
Should you want to search for and filter a specific process, you may do so using the search bar in the upper right corner of the window

For example:
If you wanted to remove Citrix processes from consideration, simply type ‘Citrix’ into the search bar, and you can then ‘check’ the box next to each process you would like to remove from consideration.

Once finished press Save

After confirming your selection, you will be returned to the canvas.

Those changes will be applied to the canvas, as well as the Application Interconnectivity report. This will allow you to specifically focus on the applications in scope for migration.

Build Application-Based Move Groups

Move groups can be built in multiple ways, by default Move groups are built on application categories, the Cloudamize Platform allows for the creation of new groups or assets by creating Application-Based Move Groups.

To make adjustments, click on the More Tools button, and select Build-Application Based Move Groups

A new window will open where you can select the source, or source groups that you wish to filter from, and click Apply. By default all source groups are selected.

The Chart at the bottom of the screen will populate with any applications that fall within your selected source groups.

From here you can sort the groups by Application Category, Vendor Details, Product Name, Description, Role, or Info URL. There is also an option to view all machines in one page by clicking the View All button at the bottom of the page

You can use the search bar to filter by specific application, the chart will filter based on your input, and show only those machines with the specified application.Select the machine, or machines you wish to add this group. At the bottom of the screen you have two choices, clicking Download will create a CSV file with the information included in your new move group Clicking Build will continue the group creation process.A new screen will open, allowing you to select an Existing Group, a New Group, an Existing Asset, or a New Asset

Under Group Name, there are two options, Existing Group, or New Group. If you choose to move the target nodes into an Existing Group, select the group from the drop-down list.
If you want to create a New Group, click the Circle next to New Group, and then add the name to the box.

Any asset groups you create in Migration Planner cannot be used in the CMZ Designer, unless they are manually pushed by Engineering from the Planner to Assess.

Under Asset Name, there are two options, Existing Asset, or New Asset.. If you choose to move the target nodes into an Existing Asset, select the asset from the drop-down list.
If you want to create a New Asset, click the Circle next to New Asset, and then add the name to the box.

Please Note, that if you are creating a New Group, you must create a New Asset for that group. However, if you are creating a New Asset, you have the option to add that asset into an Existing Group.

Here we will create a New Asset. First, select the Existing Group, you want you asset to be located in, and then name your New Asset. You have the ability to add individual machines to add to this asset, or select all. When finished click Save. After clicking save, you will be returned to the canvas, and your New Asset will be created. Follow the same process to continue making other Application-Based Move Groups

Build Machine-Based Move Groups

In addition to Application-Based Move Groups, the Cloudamize Platform allows for the creation of Machine-Based Move Groups

To make adjustments, click on the More Tools button, and select Build-Machine Based Move Groups.

A new window will open with two sections, the bottom section lists all processes found during the assessment and the top section, is where we will be adding rules for these machines.

First, click the Add button, new values will appear that allow you to choose the column, condition, and value, or enter a customer value.

Under Column, you can select which of the column names in the table at the bottom, you will begin to filter.
Filters include, Group Name, Asset Name, Host Name, Total Cost, OS Name, SQL Name, SQL Edition, SQL Version, Tag Key, and Tag Value. Please note that Tag Keys & Values are added through the Project Management [tab] discussed in the Migration Planner overview.

For this example, we will select OS Name.
Under Condition, choose the condition for your filter, and under Value, select the value that you wish to filter to within the selected Column Name. If you want to add further rules, select the Add, and repeat the process.
Once you have completed your selection, click Apply. Any asset groups you create in Migration Planner cannot be used in the CMZ Designer, unless they are manually pushed by Engineering from the Planner to Assess.

The table at the bottom of the window will update, and show only the hosts that fall within the specified rule. Select the node, or nodes you wish to add to this group.

At the bottom of the screen you have two choices, clicking Download will create a CSV file with the nodes included in your new move group

You can use the search bar to filter by specific application, the chart will filter based on your input, and show only those machines with the specified application.Select the machine, or machines you wish to add this group. At the bottom of the screen you have two choices, clicking Download will create a CSV file with the information included in your new move group Clicking Build will continue the group creation process. A new screen will open, allowing you to select an Existing Group, a New Group, an Existing Asset, or a New Asset

Under Group Name, there are two options, Existing Group, or New Group. If you choose to move the target nodes into an Existing Group, select the group from the drop-down list.
If you want to create a New Group, click the Circle next to New Group, and then add the name to the box.

Any asset groups you create in Migration Planner cannot be used in the CMZ Designer, unless they are manually pushed by Engineering from the Planner to Assess.

Under Asset Name, there are two options, Existing Asset, or New Asset.. If you choose to move the target nodes into an Existing Asset, select the asset from the drop-down list.
If you want to create a New Asset, click the Circle next to New Asset, and then add the name to the box.

Please Note, that if you are creating a New Group, you must create a New Asset for that group. However, if you are creating a New Asset, you have the option to add that asset into an Existing Group.

Here we will create a New Group, and a New Asset. First, enter the name for the New Group, and the New Asset. You have the ability to add individual machines to add to this asset, or select all. When finished click Save. After clicking save, you will be returned to the canvas, and your New Group, and New Asset will appear, and allow you to look at the individual nodes, and view application interconnectivity, or the asset summary. Follow the same process to continue making other Machine-Based Move Groups

How to Use Advanced Filtering

Another method of creating move groups is through Advanced Filtering.

Advanced Filtering allows you to create move groups based on nearly any metric collected by the Cloudamize platform.

To begin, navigate to the Migration Planner from the asses Dashboard. Once there click on the ‘More Tools’ button, followed by Advanced Filtering

In the window that opens, on the left-hand side are some stock filters that Cloudamize provide for you, such as, high-compute, high-storage, or high-network cost amongst others.

To create a new filter, click the ‘+’ button. After clicking the ‘+’ button, select either Application Filter or Machine Filter from the dropdown box to begin.

In the example below, we will create a Machine Filter.
Next, select the Filter Type, the filter types available will match the categories found on the assess dashboard, compute, network, storage, summary, and machine view.

Click Add, and a new line will appear allowing you to filter by any field found within the selected category.

In this example, we are creating a Compute Filter with a role looking for machines where the Bottleneck is Memory. After ‘clicking’ Add, the chart at the bottom will update to show only the machines, where the Bottleneck is memory.

From here you can ‘select’ the Product, or Products you wish to add to this group, and at the bottom of the window are three options, Build, Add Tag, or Download.

By clicking Download you will create a CSV file with the information included in your new move group.

You are able to change what information is included in the report by ‘clicking’ on the columns and ‘checkboxes’ within.

By clicking **Build** you will continue the group creation process. A new screen will open, allowing you to move the new selected to an Existing Group, a New Group, an Existing Asset, or a New Asset

Here we will create a New Asset called Bottleneck. First, select the Existing Group, you want you asset to be located in, and then name your New Asset. You have the ability to add individual machines to add to this asset, or select all. When finished click Save. After clicking save, you will be returned to the canvas, and your New Asset will be created. Follow the same process to continue making other move groups with Advanced Filtering.Any asset groups you create in Migration Planner

cannot be used in the **CMZ Designer**, unless they are manually pushed by Engineering from the Planner to Assess.

By clicking Add Tag you are presented with the option of applying a previously created ‘tag’ from the Project Management section of the Migration Planner, and allows you to assign tags, owners, migration type and any other notes, you can later search based on these tags, and build migration groups.

SQL Server and License Usage

Cloudamize now provides a more in-depth look at the SQL Servers found in the assessed infrastructure.

Using the Migration Planner, Cloudamize now provides a more in-depth look at the SQL Servers found in the assessed infrastructure. The information provided within the SQL Server and License Usage machine allows you to gain further insight into the on-premise licensing data and view a comparison of host-based versus VM-based SQL licensing. This feature also provides an overview of necessary on-cloud SQL licensing.

SQL Server

Provides a breakdown of the SQL Instances assessed and provides an overview including the number of licenses utilized and SQL database information such as size, edition, version, location and more.

On-Cloud License Usage

Provides a breakdown of license usage on-cloud including information such as the On-Cloud Instance type, Number of Hardware Threads, SQL Edition, and whether or not the SQL license is part of the BYOL program.

On-Premise Physical

View how many SQL licenses are needed on-cloud based on the observed on-premise configuration and Cloudamize recommended instances. The chart also includes information such as the Number of Hardware Threads, CPU Information, and number of required SQL Enterprise or Standard licenses. This chart also informs you as to whether or not any of the following services are running:

SQL Server Analysis Services
SQL Server Integration Services
SQL Server Report Services
SQL Server Master Data Services

On-Premise VMware

View how many SQL licenses are needed on-cloud based on the observed on-premise VMware configuration and Cloudamize recommended cloud instances. The chart also includes information such as the Number of Hardware Threads, CPU Information, and Number of Required SQL Enterprise or Standard licenses. Also provided is a summary of the VM-based and host-based SQL licenses broken down by Standard and Enterprise editions. This chart also informs you as to whether or not any of the following services are running:

SQL Server Analysis Services
SQL Server Integration Services
SQL Server Report Services
SQL Server Master Data Services

On-Premise HyperV

View how many SQL licenses are needed on-cloud based on the observed on-premise Hyper-V configuration and Cloudamize recommended cloud instances. The chart also includes information such as the Number of Hardware Threads, CPU Information, and Number of Required SQL Enterprise or Standard licenses. Also provided is a summary of the VM-based and host-based SQL licenses broken down by Standard and Enterprise editions. This chart also informs you as to whether or not any of the following services are running:

SQL Server Analysis Services
SQL Server Integration Services
SQL Server Report Services
SQL Server Master Data Services

Create CSV Move Groups

This section will walk you through creating a CSV-based move groups in the Migration Planner. You will learn how to format the CSV file, upload the file, select which columns to map groupings to, and then view the results.

Create a CSV format which will be used to regroup your machines. The layout of this file can vary significantly based on your specific use-case, however, you will always need a column with the machine names and at least two other columns to map to Group name, and Asset name. These columns could be anything relevant to the environment - Production/Non-Production, Migration Type, Application, Scope etc...

Next, Navigate to the Migration Planner, click More Tools , and click Upload File from the top Toolbar

Click Choose File, navigate to the CSV file that you created and select it. Choose whether your uploaded CSV will be for Creating Groups or Addings Tags. Then click Submit to continue.

Select which column from your CSV file will be mapped to Group Name, Asset Name and Machine Name. The click Save to continue.

Next, you will be presented with the Review your Mapping screen. Here you will see the Group Name, Asset Name, Machine Name, and a Message indicating whether the machine was found or not found.

Click Save to apply the changes and return to the Migration Planner.

You can now view the changes applied in Migration Planner

Please Note: if there are duplicate machine names or IP addresses, the file will not upload. In order to resolve this, please submit a ticket to helpdesk with the info we need.

Create Custom CSV Output

The Cloudamize CSV Builder allows you to create custom CSV outputs to provide you with the data which is most important to you. You can choose the categories to display as columns in the downloadable CSV output and you can reorder the columns to fit your needs.

Select Columns based on machine-centric data such as observed and recommended number of CPU threads, allocated memory, operating system and many more. You can also create templates based on application-centric data such as the application category, description, vendor, process, etc.

Easily select the templates you need and choose a pricing plan to apply.

The CSV Builder is located in the Migration planner, inside the More Tools drop-down box.

Click More Tools and then click CSV Builder.

You will be presented with the CSV Builder window.

Create a New Template

In the CSV Designer, you can create new templates, customize existing templates, and delete templates which you no longer need. Here you can also view existing templates.

To create a new template, begin by clicking the (+) button under CSV Designer

Next, click the drop-down box to select the Type of data to include in the template

Select the data to display as a column in the CSV output and click Add Column. The data title will display below

Click and drag the data tile to move its location. Click the X next to the title to remove the column

Once you have all the columns selected and ordered, click Save As to save the template.

Name your CSV Template and then click Save.

Edit an Existing Template

Click on the name of a template to edit it.

Add, delete, and move columns in the same way as when you created the template. Click Save As to create a new template with a different name.

Name your CSV Template and then click Save.

Delete a Template

Please Note: it is not possible to delete any of the pre-created templates

Select a template and click (-) button to delete the template

Click Yes to confirm that you want to delete the template

Export Custom Templates

Click the Plan drop-down list to select a plan to apply to the data in the selected templates

Choose which templates to download and click Download. If downloading multiple templates, these will appear as separate sheets within a single spreadsheet.

Undo Changes in the Migration Planner

As your migration plan is built, a timestamp is created to allow you to undo any changes you have made to the canvas.

The Undo Migration Planner Changes button is located in the Migration Planner inside the More Tools drop-down box.
Click More Tools and then click Undo Migration Planner Changes

A new window will open with a drop-down window allowing you to revert the Migration Planner to a previous state based on the selected time stamp. Select the state you wish to revert to and then click Apply

How to Use Pre-Built Reports in the Migration Planner

The Migration Planner provides many pre-populated reports, and also enables you to create your own.

First select, Group, Asset, or Node on the Canvas, or on the left-hand navigation panel. The reports will focus solely on that selected Group, Asset, or Node. After making your selection, you can find all the reports under the Summary [tab] in the lower corner of the right-hand navigation panel.

For the selected, Group, Asset, or Node you can view Cost, Firewall Rules, Installed Apps, DNS, App CPU Usage, IP & DNS, and Application Interconnectivity view.

Firewall Rules

By ‘clicking’ on Firewall Rules, it will open a new window and present you with a [tab] for Inbound Firewall Rules, Outbound Firewall Rules, and UDP Firewall Rules.

Under each rule [tab] you will be presented with a process name, server port, and the Client IP Address.

Under the Inbound [tab] you can view /16, /24, or /32 Firewall Rules

Installed Apps

By ‘clicking’ on Installed Apps, it will open a new window and present you with a report for your selected Group, Asset, or Node.

This report presents the name of the applications, their versions, and the application vendor.

Please Note, that this is only available for projects with less than 400 nodes

Client App DNS

By ‘clicking’ on Client App DNS, it will open a new window and present you with a report and provide you with the name of the application, along with the DNS name that application uses to reach the specified IP Address.

App CPU Usage

By ‘clicking’ on App CPU Usage, it will open a new window and present you with a report and list the individual process name, along with the observed CPU usage of that application.

IP and DNS

By ‘clicking’ on IP and DNS, it will open a new window and present you with a report and list the IP Address and DNS Name for each observed machine.

App Interconnectivity (All)

By ‘clicking’ on App Interconnectivity (All), it will open a new window and present you with an excel report, which will show all communication observed by Cloudamize.

App Interconnectivity

By ‘clicking’ on App Interconnectivity, it will open a new window and present you with an excel report, which will detail only communication between applications being considered for migration.

You can control what is being considered for migration by using the application inventory settings.

Inter-Node Communication

By ‘clicking’ on Inter-Node Communication, it will open a new window and present you with an excel report, which will show all the connections of a selected Group, Asset, or Node.

This will allow you to view all the dependencies, and help prioritize applications for migration.

For example, if there are too many outbound server connections, you are able to review and decide if that should be part of your ‘Phase One’ migration.

All reports are available for download, individually here, or you have the option to ‘Download All’ at the bottom of the report list.

This will create an excel report detailing all of the information, except for the Application Interconnectivity due to the size of the interconnectivity report, it must be downloaded separately.

This report also includes the Compute, Storage, and Network from the assess dashboard.

No Agent

The No Agent group is used in the MIgration Planner to show workloads outside of the scope of the of the Cloudamize assessment. This group provides details of the machine within the scope of the assessment, along with any available information on the unmonitored server.

This allows you to monitor any unknown connectivity outside of the assessment scope, or any potential Shadow IT.

By clicking on an individual independency, you will be presented with a closer look at the monitored client, along with any available information on the unknown machine.