SUREedge MIGRATOR INSTALLATION GUIDE FOR VMWARE

Transcription

1 SUREedge MIGRATOR INSTALLATION GUIDE FOR VMWARE 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 Information regarding products, service and offerings may be superseded by subsequent documents and are subject to change without notice.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 Pre-requisites Communication between source server and SUREedge Migrator Installing SUREedge Migrator Obtaining Licenses Client Pre-requisites Prerequisites for physical Windows server Prerequisites for Linux server Next Steps... Error! Bookmark not defined. 8 Log collection and reporting Issues Uninstall and cleanup... Error! Bookmark not defined. 10 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 VMware (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 VMware virtualization 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 VMware 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. 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. Please download following contents from /Download/Installation Package and Documentations/v5.0.1 directory a. SUREedge Migrator software in Installables directory i. SUREedge_Software_Appliance_Installer_For_VMware.zip b. Guides and Documents in Documents directory Installation Guide Release Notes User Guide 3. Tools: This folder contains tools required during SUREedge deployment. Firefox: SUREedge Migrator is recommends using the Firefox Browser; an executable for installing Firefox is provided in this folder. Notepad++: is a text viewer/editor that can be helpful for viewing log files or other text files. MobaXterm: is a terminal program that can be used to make an SSH connection to the SUREedge Store virtual machine if necessary 7

8 3 PRE-REQUISITES In the VMware environment, SUREedge Migrator consists of two components: A Management Console ( MC ) component that runs on a Windows 2012 R2 Server, Datacenter or Enterprise system (either as a VM within the VMware environment or as a standalone system), and a Storage Engine ( Store ) which runs as a virtual machine within the VMware environment. The SUREedge Migrator Store VM will be created and installed automatically as part of the MC installation process. To create an instance of SUREedge Migrator you will need the following: A Windows 2012 R2 Server, Datacenter or Enterprise system where the SUREedge Migrator Management Console can be installed. o This can be a virtual machine or physical machine on the same network as the VMware Server where the Store will be running. o The minimum requirement is a system with two CPU cores and 4GB of memory. A VMware server with enough resources to run the SUREedge Migrator Store as a virtual machine. It is recommended that the Store VM be allocated a minimum of 4 CPU cores and 10GB of memory. There will also be storage required if any systems being captured will be instantiated locally (i.e. as virtual machines of the VMware server itself.) This would be the case if you are on-boarding systems to the VMware Server, or if systems being migrated elsewhere will be brought up on the VMware server for testing, updating, etc. The size of the reserved storage should be enough to encompass the captured systems to be instantiated. The space allocated for storing captured and instantiated systems is referred to as the datastore ; by default, the installation process will look to use d:\localdr as the datastore, though this can be changed during the installation process. 8

9 3.1 Communication between source server and SUREedge Migrator Please open the following ports to ensure that the SUREedge Migrator can communicate with the source servers to be migrated to VMware. Protocol Ports Purpose Comments TCP 3389 RDP Port Needed for remote troubleshooting TCP 22 SSH Port on SUREedge Migrator (Store VM) Needed to handle the capture data and metadata TCP 22 OR * SSH Port on Linux Source server (22 is default) Needed to stream capture data from Linux client TCP 3306 DB port on SUREedge Migrator (MC VM) Needed to communicate with DB TCP 80 HTTP Port on SUREedge Migrator (MC VM) Needed to host Web-GUI TCP Dynamic Ports required for Capture Needed to stream capture data from Windows client TCP 139 Required on SUREedge Migrator (MC VM) and Source server to establish communication for Capture TCP 445 Required on SUREedge Migrator (MC VM) and Source server to establish communication for Capture TCP 21 Default FTP port, to enable SUREedge Migrator (MC VM) and Source server to be able to FTP SUREedge Migrator (Stor VM) Needed for agentless capture Needed for agentless capture Needed to upload catalog ICMP - Enable ICMP to ping the source server Needed to check connectivity to the source server to MC, Store VMs 9

10 3.2 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 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. 10

11 11

12 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. 12

13 Hyper-V pre-check can be ignored while migrating to VMware environment. 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 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 13

14 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. 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 14

15 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. 15

16 4 INSTALLING SUREEDGE MIGRATOR Once the VMware environment is ready and has the required pre-requisites available/allocated the SUREedge Migrator instance can be installed. Log into the Windows VM as an administrator and copy or download the SUREedge Migrator installer package for VMware to the Windows VM where it is to be installed and double-click on the installer: 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 VMware esxi/vcenter Details. 19

20 Populate the data in the above screen: IP Address: The IP address of the VMware server will be filled in ( ) in this example) and normally does not need to be changed. Username and Password: Specify the credentials for the Windows user account under which SUREedge Migrator will perform operations. This user should be in the Local Administrators Group and/or the VMware Administrators Group or have equivalent permissions for creating and controlling virtual machines. Datastore Share Path: Specify the path on the VMware server which SUREedge Migrator will use as its datastore as shown in the example (eg: Datastore2). Datastore Size: Specify the maximum space that the datastore will use for storing captured system images. Please note that this should be at least equal to the size of server data to be migrated. 7. Click Next to view SUREedge Configuration. 20

21 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 VMware 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 VMware 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 8. 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. 9. Once the installation is finished you will see the completion screen. 23

24 10. 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 5 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 6 LOG COLLECTION AND REPORTING ISSUES In case of any failures/issues please contact support ( 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. 31

32 7 CONTACTING SUPPORT Please write an to 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. 32