Application Note: P2V/V2V with Clonezilla and the Scale HC3 Cluster (non Performance Driver VMs Only)

Size: px

Start display at page:

Download "Application Note: P2V/V2V with Clonezilla and the Scale HC3 Cluster (non Performance Driver VMs Only)"

Steven Ford
5 years ago
Views:

1 5225 Exploration Drive Indianapolis, IN Phone: 877-SCALE-59 Web: Application Note: P2V/V2V with Clonezilla and the Scale HC3 Cluster (non Performance Driver VMs Only) Version 1.5

2 Table of Contents Introduction... 2 About Clonezilla... 2 About the HC3 Cluster... 2 Preparation and Software Requirements for this Application Note... 2 Equipment Requirements for this Application Note... 2 Prepare the Source Machine for Transfer... 2 Prepare a VM on the Target HC3 Cluster for Transfer... 5 Provide Feedback or Contact Support... 6 Resources... 7 Disclaimer

3 Introduction This application note describes how to use Clonezilla and a Scale HC3 cluster to migrate your existing physical or virtual machines directly onto a virtual machine (VM) without performance drivers enabled on the HC3 cluster. The material provided here is for advanced users. NOTE: This process will not work for VMs with performance drivers enabled. About Clonezilla Clonezilla is a free, OpenSource clone system (OCS) solution that offers unicasting and multicasting. Based on DRBL, Partclone, and udpcast, Clonezilla allows you to do bare metal backup and recovery. There are two Clonezilla products available, Clonezilla Live and Clonezilla SE (server edition). Clonezilla Live lets you back up and restore single machines. Clonezilla SE is good for massive deployment as it can clone many computers simultaneously. About the HC3 Cluster The HC3 cluster combines the benefits of server virtualization and shared storage into a converged IT infrastructure platform where virtualized workloads have direct access to a distributed, scalable pool of shared storage and compute resources. The cluster eliminates complex virtualization and storage architectures for greater cost savings and improved management efficiency. Preparation and Software Requirements for this Application Note Prior to using Clonezilla for a P2V or V2V transfer you should prepare in the following way: Know how to create a VM. Instructions for creating a VM are provided in the Scale Computing Storage Cluster User Guide. Be familiar with the Virtualization tab in the Scale Cluster Manager. You should know how to start a VM and launch a console window. Equipment Requirements for this Application Note Prior to using Backup Exec Shadow Protect for a P2V or V2V transfer you should meet the following requirements: Have a configured HC3 cluster available for use. Have a virtual or physical source machine for conducting a P2V transfer to the HC3 cluster. Prepare the Source Machine for Transfer To begin the process of transferring from your physical machine to the HC3 cluster, prepare it with the following steps: 2

4 1. Download a copy of the latest version of Clonezilla Live at: 2. Burn a copy of the downloaded Clonezilla.iso to a CD. 3. Upload the Clonezilla.iso from the burned CD to a share on the HC3 cluster. It is now available for booting new VMs. 4. If you are using a Windows machine as your source: a. Download a copy of mergeide.reg on the Windows machine ( Otherwise, skip this step. b. It is a good idea to backup up your server. c. Copy the mergeide.reg file to the Windows server that you will move to your HC3 cluster. d. Right click the mergeide.reg file and click Merge. e. From the pop up that appears, click Run. The Registry Editor dialog box appears and asks if you are sure you want to add the information in mergeide.reg to the registry. f. Click Yes. 5. Insert the Clonezilla CD you burned in step 2 into the server. 6. Reboot the server. The server boots from your Clonezilla CD and presents you with the Clonezilla screen. 7. From the choices provided, select CloneZilla Live Default Settings. 8. On the Choose Language screen, select en_us.utf-8 English. 9. On the Configuring console-data screen, select Don t touch keymap. 10. On the Start Clonezilla screen, select Start_Clonezilla Start Clonezilla. 11. On the Clonezilla screen, select device-device work directly from a disk or partition to a disk or partition. 12. From the next screen, select Beginner Mode. 13. From the next screen, select disk_to_remote_disk local disk to remote disk clone. 14. The next screen asks you which network interface controller (NIC) you want to configure. Select the physical NIC you will use to transfer from the source machine to the HC3 cluster. The following screen asks for network configuration information. 15. Select static for your IP addressing scheme. 16. After you choose your network configuration, you are prompted for details about your network such as which IP to use, which subnet mask, which gateway, DNS and other similar information. Populate all the fields as appropriate for your network. 17. The next screen lists all the internal disks on your physical server and asks you which ones you want to clone. Highlight each disk you want to clone and press the spacebar to select it. When you are done selecting disks, click OK. At a minimum, select the boot drive. 18. The next screen asks if you want to check the disk. This step is optional. Select Skip checking/repairing source file system. Clonezilla now sets up for data transfer to the new target VM, as shown in Figure 1 - Clonezilla Setting up Data Transfer to the Target VM. 3

5 Figure 1 - Clonezilla Setting up Data Transfer to the Target VM 19. A note saying data will start to be cloned to the target machine appears. You are prompted with the question Are you sure you want to continue? (y/n). Select y. The network listener process kicks off. Note the command syntax displayed on the screen, as it tells you what to run on the VM you are moving to. You have now configured your system for transfer of data to a VM. 4

6 Prepare a VM on the Target HC3 Cluster for Transfer After you prepare your source machine for transfer to the HC3 cluster, you must prepare the HC3 cluster by taking the following steps: 1. Open the Scale Cluster Manager. 2. From the menu on the left, click Virtualization. The Virtualization screen opens. 3. Click Create. The Create VM Wizard opens. 4. On the first screen, under Installation Type turn off Use Performance Drivers. This process will not work with performance drivers enabled. If you need the performance drivers, use a different product for migration. 5. On the third screen of the Create VM wizard, set the size of the default drive listed to be 150GB. 6. Click Next. 7. On the fourth screen of the Create VM wizard, click Upload New ISO. 8. Upload the Clonezilla.iso. 9. Click Done. The HC3 cluster creates a VM for you. 10. On the Virtualization screen, find the VM you created and to the left of it, click the Power button. A menu appears. 11. Click Start. Wait for the VM to start up and begin running. 12. Click the Power button. A menu appears. 13. Click Console. The console window opens with Clonezilla and prompts you to choose the settings you want for Clonezilla. 14. Select CloneZillaLive Default Settings. 15. On the Choose Language screen, select en_us.utf-8 English. 16. On the Configuring console-data screen, select Don t touch keymap. 17. On the Start Clonezilla screen, you are asked to choose how you want to work with Clonezilla. Select Enter_shell Enter command line prompt. 18. In the command line window, run sudo su 19. Run ocs-live-netcfg. This command launches the network configuration menu you saw on the source machine, but it runs on your new VM now. 20. The screen asks you for network configuration information. Select static as your IP addressing scheme. This selection sets up networking on your VM and takes you back to the command line prompt. 21. Run ocs-onthefly -s <source machine IP address> -t <*INSERT DESTINATION DRIVE ON THE TARGET MACHINE - likely sda> This command collects all the info on the physical server you want to transfer from and sets up to copy. You are asked if you are sure you want to do a transfer. 22. Select Y. 5

23. Next, the system sets up to repartition your new VM s drives to match the source. You are asked if you want to do this. Select Y as shown in Figure 2 - Info Collecting for Move to Target VM.

7 23. Next, the system sets up to repartition your new VM s drives to match the source. You are asked if you want to do this. Select Y as shown in Figure 2 - Info Collecting for Move to Target VM. Figure 2 - Info Collecting for Move to Target VM 24. Next you are asked if you want to clone the bootloader. Select Y. 25. Finally you are asked if you are sure you want to clone data to the target machine. Select Y. 26. The cloning process begins. Wait for the process to complete. 27. Follow the prompts. 28. Eject the virtual CDROM. 29. Reboot your VM. All data is now transferred from your physical machine. 30. On the first reboot, new drivers for the hardware change are loaded. 31. You must reboot an additional time. The transfer is complete. Provide Feedback or Contact Support If you have comments or suggestions regarding this document or other Scale Computing documentation, you can send them to documentation@scalecomputing.com. If you need help, call SCALE-59 ( ), and someone from the Scale Computing Technical Support Team will be happy to help you. You can also Scale Computing Technical Support at support@scalecomputing.com or find them on the web at If you are in Europe, you can contact the UK based Scale Computing Technical Support Team here:

8 Resources Clonezilla s website, which you can use for help with troubleshooting or learning more about their products and services. Their FAQ/Q&A page ( is helpful A Microsoft article about how to troubleshoot a Stop 0x B error, which can occur on the target machine after a transfer Proxmox s mergeide file. You can download this for use with your Windows 2003 or XP box You can download Clonezilla Live from this link. Disclaimer This document is meant to filter the information in the open source community around P2V, V2V, and Clonezilla as it relates to the Scale Computing HC3 product. Clonezilla is not a product of Scale Computing and is not covered under the support and warranty for the HC3 cluster. Scale Computing is not responsible for, and expressly disclaims all liability for, any issues or damages of any kind arising out of use of Clonezilla. 7

Physical & Virtual Workload Migration to HC3 with Clonezilla Live

Physical & Virtual Workload Migration to HC3 with Clonezilla Live Quickstart Guide Any information listed here is not a substitute for the product s User Guide or Support and is not covered under the ScaleCare