SUREedge MIGRATOR INSTALLATION GUIDE FOR HYPERV

Transcription

1 SUREedge MIGRATOR INSTALLATION GUIDE FOR HYPERV 2025 Gateway Place, Suite #480, San Jose, CA, 95110

2 Important Notice This document is provided "as is" without any representations or warranties, express or implied by Sureline Systems, Inc. (Sureline) and use of this document is subject to agreement of the following conditions: This document and the information it contains are the property of Sureline. All copies of this document, electronic or otherwise, must be saved in a secure location and not disclosed or made available to any third parties without the express written permission of Sureline. Reproduction or distribution of this document, in whole or in part, may only be made with Sureline s written permission. Use of this document does not assure legal or regulatory compliance. SUREedge and the Sureline logo are registered trademarks of Sureline. All other trademarks are the property of their respective owners. Information regarding products, service and offerings may be superseded by subsequent documents and are subject to change without notice. For the latest information and regarding Sureline or any of its offerings or service, please visit Information supplied by Sureline is believed to be accurate and reliable at the time of writing. Sureline assumes no responsibility for any errors in this document. Sureline reserves the right to make changes in product design or specifications without notice. This document is also subject to change without notice. 2

3 Table of Contents 1. Introduction Deployment Scenarios Installation Overview Obtaining Software and Documentation Obtaining Software Obtaining Documentation Installing Sureedge Migrator Obtaining Licenses Client Pre-requisites Prerequisites for physical Windows server Prerequisites for Linux server Next Steps Log collection and reporting Issues Uninstall and cleanup Contacting Support

4 1. INTRODUCTION SUREedge Migrator is a proven enterprise-class software appliance for Application Mobility, significantly simplifying and improving the process of moving enterprise applications and systems across disparate environments. With a multi-tier application migration planner, agentless architecture, WAN throttling, application awareness and world class encryption and deduplication capabilities, SUREedge Migrator is easy to deploy, highly scalable and hardware- and hypervisoragnostic. With the ability to capture and migrate applications, data and servers between disparate virtualization environments, data centers and public, private and hybrid clouds, SUREedge Migrator is the most complete and easy-to-use solution available in the market. 1.1 Deployment Scenarios SUREedge Migrator can be deployed in various configurations to meet the needs of the situation: A single instance of SUREedge Migrator can be deployed to move systems, applications and data of physical systems into virtualization environments, between different virtualization environments or onto new storage devices. This process is referred to as on-boarding. A pair of SUREedge Migrator instances can be used to move systems, applications and data between compute environments - from one data center to another, from physical systems into private or public clouds, across compute clouds and other virtualization environments, or any computationally "distant" environments. This process is referred to as migration. The main difference between migration and on-boarding scenarios is the number of SUREedge Instances that are needed: on-boarding requires installing one SUREedge Migrator instance in the target virtualization environment, whereas migration requires two - one at the source site where the systems to be migrated reside, and one at the target site where they will live after the migration. Note that the same SUREedge Migrator software is installed and same installation procedures are followed for both the source and target instances; the role of a given instance (target or source) is determined solely by its configuration. Therefore, these installation instructions apply to both source and target site installs. 4

5 1.2 Installation Overview To set up an environment for on-boarding or migration you should first determine the location(s) where SUREedge Migrator should be installed. You can then: Obtain the required documentation and software for the environment(s) you have identified. You should have SUREedge Migrator Installation Guide for HyperV (this document) and the software packages for installing SUREedge Migrator. Perform the installation of SUREedge Migrator software as instructed. License and configure SUREedge Migrator as appropriate for each environment, as described in the Installation Guide and the User Guide. This Installation Guide covers the steps necessary for installing SUREedge Migrator in a Hyper-V environment. The following sections will take you through the steps to obtain installation materials and to install, license and configure SUREedge Migrator to run in a Hyper-V environment. You can then use the SUREedge Migrator User Guide to configure and start using SUREedge Migrator for on-boarding or migration. 5

6 2 OBTAINING SOFTWARE AND DOCUMENTATION SUREedge Migrator installers, tools and documentation are available online for download. 2.1 Obtaining Software SUREedge Migrator software can be obtained via secure FTP (SFTP). Please use an SFTP client (such as WinSCP - ) to download the SUREedge Migrator software installer and tools from the SFTP site. The examples in this section show the download process using WinSCP. Ensure that port 995 is not blocked by firewall. 1. Please use the following information to connect to the SFTP host: File Protocol: SFTP Hostname: secureftp.surelinesystems.com Port: 995 Username: sure02 Please contact mailto:support@surelinesystems.com for password. 6

7 2. Click "Yes" to accept the server fingerprint and continue to log in. 3. Open the folder named "Download." 7

8 4. The Download folder contains the following subfolders: Tools contains SUREedge Pre-Requisite tools, some useful Third Part Apps and Cloud deployment scripts. SUREedge Installation Package contains SUREedge Installer binaries. 8

9 SUREedge Installation Package: The folder SUREedge Installation Package is divided into subfolders for all available versions of SUREedge Migrator. You can navigate to the latest version ( Current Release ) to obtain the package for installing in the environment. 9

10 The Current Release folder contains installer packages for various platforms. Please download the zip file SUREedge_Software_Appliance_Installer_For_Hyper-V.zip : 10

11 Tools: The Tools folder contains tools useful for the installation and operation of SUREedge Migrator. It contains sub-folders, Client_ Pre_requisite tool, Third Party Apps and Cloud Scripts : 11

12 The Client_ Pre_requisite tool directory contains binaries that could be useful in preparing Clients. (Please see the SUREedge Migrator User Guide for information on using the pre-requisite tools). 12

13 The Third Party Apps directory contains programs that can help during the operation of SUREedge Migrator: 13

14 Please download applications such as 1. Firefox: SUREedge Migrator is best viewed using the Firefox Browser; an executable for installing Firefox is provided in this folder. 2. Notepad++ is a text viewer/editor that can be helpful for viewing log files or other text files. 3. MobaXterm is a terminal program that can be used to make an SSH connection to the SUREedge Store virtual machine if necessary 4. Adobe Reader can be used to read the SUREedge Migrator documentation, which is provided as PDF files. 14

15 2.2 Obtaining Documentation SUREedge Migrator documentation is available for download as PDF files from the Sureline Systems website. To get access to SUREedge Migrator documentation, navigate to this URL in your browser: You will need an account to log in and access the SUREedge Migrator documentation. If you are a new user, please register by filling in the form and clicking Register. If you are already a registered user, please click the Sign in! button and provide your credentials to access the download area. 15

16 3 INSTALLING SUREEDGE MIGRATOR Once you have identified the Windows system where the SUREedge Migrator MC will run and found the resources required. You are ready to install an instance of SUREedge Migrator. Copy or download the SUREedge Migrator installer to the Windows system and double click on the installer to start the installation procedure. 16

17 1. Once you run exe, it shows a Welcome screen. 2. Click Next to continue. 3. Please review and accept the License Agreement. 17

18 4. Click I Agree to continue. 18

19 5. Select SUREedge Migrator radio button. 6. Click Next to view Windows Hyper-V Details. 19

20 7. Populate the data in the above screen. IP Address: Enter the IP address of Hyper-V where store is being created. Username: Enter username to access Hyper-V machine. Password: Specify and confirm a password for protecting the data Note: To use a share with host name you need to add the host name entries in /etc/hostname file with the format in SUREedgeStorageEngine: IP Hostname For example: WIN-SOM8S3KA33G After this entry, we should be able to ping host. 8. Click Next to display screen for SUREedge Configuration. 20

21 9. Populate the data in the fields from above screen: SUREedge MC Password: Specify the user credentials (must have administrator privileges). This is the local user on the Hyper-V Server that is performing the installation. Data Encryption: SUREedge Migrator can be configured to encrypt the image data that is stored and transferred across the network. Choosing Enable here will enable data encryption, and Disable will turn it off. Note that if this feature is not enabled all captured data will be stored and transferred un-encrypted. Static IP: This should be an unused IP address on the same network as the Hyper-V server, and will be used by the SUREedge Migrator Store VM. Instance Name and Instance Location: These are informational strings that will be displayed on the login and main screens of the SUREedge Migrator user interface. 21

22 10. Click Next to view the final confirmation that you wish to continue with the installation process. Click Install to proceed with the installation or Cancel to exit without installing. The time required to complete the installation will vary depending on the performance and load of the system, the storage size(s) involved, etc. 22

23 The progress of the installation process will be displayed while the install is ongoing. 11. Once the installation is finished you will see the completion screen. 23

24 12. Click Finish to complete the installation. 24

25 SUREedge Migrator is now installed in your Hyper-V environment. To connect to the SUREedge Migrator user interface, open a Firefox web-browser window and type the "localhost" or IP address of the Hyper-V where the SUREedge Management Console (MC) component was just installed. Login screen for SUREedge Migrator will be displayed as shown below: 25

26 You can now log into the SUREedge console using the credentials that you specified during the installation, which will present you with the SUREedge user interface: 26

27 4 OBTAINING LICENSES To obtain a license for SUREedge Migrator click Request License in the upper right corner of the screen. A popup will appear with instructions and all the information required to request a license. Please send the Appliance Serial Number to support@surelinesystems.com or please call sales ( ) to request a license. A member from our team will provide a license key via . Steps to apply license to a SUREedge local instance or update the license with new license file. 1. From your web browser, login to SUREedge management console with your login credentials. The SUREedge Management Console web application opens with the dashboard page on display. 27

28 2. Navigate to Settings > Instance. Various appliance configuration options display on the appliance configuration page. 28

29 3. In the Configuration column, locate the SUREedge License Configuration option and click the Edit link for it from the Action column. The SUREedge License dialog box pops up. 29

30 4. Click Choose File. The File Upload window opens. 5. In the File Upload window, browse to the folder containing the license file, select the license file and then click Open. 6. In the SUREedge License dialog box, click on Submit. The management console accepts the license file and displays the appliance configuration page. 30

31 5 CLIENT PRE-REQUISITES This section explains pre-requisites to be executed on the client. Following is the step by step description about preparing clients to be migrated using SUREedge 5.1 Prerequisites for physical Windows server Windows Pre-requisite tools are available on SUREedge MC Machine under C:\UwAmp\www\sureedge\prerequisitetool\ with name Client_pre_requisite_tool.zip Copy this tools on the server to be migrated. Unzip and navigate to Windows folder: Open command prompt, navigate and run TestAndUpdate.cmd. Sample output is shown below. 31

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33 Note: Please read the results carefully and proceed further. Some pre-checks can be ignored based on the deploying environment Oracle Pre-Check failed in above screen. This can be ignored because Oracle is not installed on the client. 33

34 Checking pre-requisite for recovering machine on Nutanix can be ignored for windows OS server 2012 and above. Conclusion: This test will ensure that Windows server is prepared to be migrated using SUREedge. 5.2 Prerequisites for Linux server a. Identify user which will be used for server migration. b. root user cannot be used for migration c. Identified user should be added to sudoers, below section explains how to add user in sudoers Open the terminal and issue the command: sudo visudo -f /etc/sudoers For example, username is sureline Add following lines at the end of the file: Defaults:sureline!requiretty sureline ALL=NOPASSWD: ALL d. Copy pre-requisite script to the server to be migrated. Script is available under C:\UwAmp\www\sureedge\prerequisitetool\ with name Client_pre_requisite_tool.zip. 34

35 Unzip the Client_pre_requisite_tool.zip. After unzipping go to Linux folder and upload precheckforlinuxclient.sh to Linux client which is to be migrated. e. Modify permissions to this script using the command: chmod 0755 precheckforlinuxclient.sh f. Run the shell script using following command:./precheckforlinuxclient.sh -username sureline -u 35

36 g. Make sure that the result for all pre-checks is PASS. If LVM Snapshot is not supported is reported either machine is not using LVM or LVM is not detected by SUREedge. If LVM is not detected after recovery machine will be recovered without LVM. Conclusion: This test will ensure that Linux server is prepared to be migrated using SUREedge. 36

37 6 NEXT STEPS Your system is now installed and ready to perform migration or on-boarding operations. Please refer to the SUREedge Migrator User Guide for more information about on-boarding and migrating applications and systems. 7 LOG COLLECTION AND REPORTING ISSUES In case of any failures/issues please contact support ( support@surelinesystems.com) with installation logs and the username used for installation. To collect installation logs please create zip file of *.log and *.txt files under C:\SUREedgeInstallationFiles. 8 UNINSTALL AND CLEANUP Uninstall SUREedge Migrator Software from Windows Server that acts as SUREedge MC Log into the Windows VM on which SUREedge Migrator Software is installed as an administrator and to remove SUREedge Migrator from Control Panel, follow these steps: Open Programs and Features from Control Panel. Locate the SUREedge in the list of currently installed programs. Select it, and then click Uninstall. Cleanup Software binary present in user s AppData folder on Windows Server 37

38 To access user s AppData folder, simply type the following in Start -> Run (WinKey+R): %appdata% From the AppData location, delete a folder with name Sureline 9 CONTACTING SUPPORT Please write an to support@surelinesystems.com with a detailed description of the issue. This will automatically create a support ticket, and a member of our customer support team will reach out to you soon after. 38