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EMC Data Migration Solution for Open

Migrator/LM

Practitioner’s Guide

Date: March 3, 2011 EMC Corporation 176 South Street Hopkinton, MA 01748

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Table of Contents

EMC Data Migration with Open Migrator/LM... 7

Reference Documentation and Resources ... 15

Perform GRAB Collection using the Data Collection Appliance for EMC Host Validation for Data Migration Activity ... 19

Validate Customer ESX Server is Ready for Data Collection Appliance Installation Work Plan ... 19

Install the Data Collection Appliance on the Virtual Machine One (VM1) on ESX Host Work Plan... 20

Set Up the Data Collection Appliance Virtual Machine 1 (VM1) Work Plan ... 21

Perform Data Collection Appliance Post-Installation Steps Work Plan ... 22

Set Up the Data Collection Appliance on Virtual Machine 2 (VM2) Work Plan... 23

Configure the Data Collection Appliance Virtual Machines Work Plan ... 24

Performing Grab Script Work on the Data Collection Appliance Work Plan ... 25

Create an IP Discovery Policy for EMC GRAB Hosts for Data Collection Appliance Work Plan ... 25

Create Groups for Host Discovery by Data Collection Appliance Work Plan... 26

Initiate Detail Discovery Policy on the Data Collection Appliance Work Plan ... 27

Processing the Data Collection Appliance Discovery Results (collecting the GRAB Output Files) Work Plan... 28

Remove Data Collection Appliance from the ESX Server Work Plan ... 28

Discover and Correlate the Environment for Data Migrations Activity... 29

Review Customer Provided Data Collection Information Work Plan ... 29

Manually Collect Host and Storage Data Work Plan... 29

Collect Host Information (GRABs-Reports) Work Plan... 29

Collect Switch Configuration Data Work Plan ... 30

Collect CLARiiON Storage Data Work Plan ... 30

Collect Symmetrix Storage Data Work Plan... 30

Collect Non-EMC Storage Data Work Plan ... 30

Process GRABs through HEAT using HEAT-IT Work Plan ... 31

Process Switch and Director Data through SWAT Work Plan... 31

Process CLARiiON-related HEAT-Swat HTML through SAN Summary Work Plan ... 31

Process Symmetrix-related HEAT/SWAT HTML through EMP/SAN Summary for Data Migrations Work Plan ... 31

Process Non-EMC Storage Array Related HEAT/SWAT HTML through SAN Summary Work Plan... 32

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Perform e-Lab Checks for Current STD Hosts and Virtual Machines Work Plan... 33

Perform e-Lab Checks for Current Switches Work Plan ... 33

Review Current Symmetrix-related EMP/SAN Summary Reports Work Plan ... 33

Review Current CLARiiON-related EMP/SAN Summary Reports Work Plan... 34

Review the Current Analysis Findings with the Customer Work Plan ... 34

Plan and Build Out Proposed Environment for Data Migration Activity... 35

Build Out Switch/SAN View in a Symmetrix Environment Work Plan ... 35

Build Out Switch/SAN View in a CLARiiON Environment Work Plan... 35

Build-out the Symmetrix Storage View of the Environment Work Plan... 35

Build-out the CLARiiON Storage View of the Environment Work Plan ... 36

Perform Host-based Migration Design and Documentation Activity ... 37

Define and Document Data Migration Procedures Work Plan ... 37

Design and Document Open Migrator LM Migration Work Plan ... 39

Design and Document Open Migrator LM Swingframe Migration Work Plan ... 49

Provide EMC On-site Support Only for Customer-driven Host-based Migrations Activity ... 60

Provide On-site Support Only During Customer-driven Open Migrator LM Migrations Work Plan ... 60

Provide On-site Support Only During Customer-driven Open Migrator LM Swingframe Migrations Work Plan ... 60

Perform Additional Collection and Validation Activity... 61

Review Additional Customer-provided Data Collection Information Work Plan... 61

Manually Collect Additional Host and Storage Data Work Plan ... 61

Collect Additional Host Information (GRABs-Reports) Work Plan ... 61

Collect Additional Switch Configuration Data Work Plan... 62

Collect Additional CLARiiON Storage Data Work Plan... 62

Collect Additional Symmetrix Storage Data Work Plan ... 62

Collect Additional Non-EMC Storage Data Work Plan... 63

Process Additional GRABs through HEAT using HEAT-IT Work Plan... 63

Process Additional Switch and Director Data through SWAT Work Plan ... 63

Process Additional CLARiiON-related HEAT/SWAT HTML through SAN Summary for Data Migrations Work Plan... 63

Process Additional Symmetrix-related HEAT/SWAT HTML through EMP/SAN Summary for Data Migrations Work Plan ... 64

Process Additional Non-EMC Storage Array Related HEAT/SWAT HTML through SAN Summary Work Plan ... 64

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Perform Pre-migration Planning for Host-based Migrations Activity ... 65

Build Data Migration Cadence (Step-by-Step) Procedures for Open Migrator LM Migrations Work Plan ... 65

Build Data Migration Cadence (Step-by-Step) Procedures for Open Migrator LM Swingframe Migrations Work Plan ... 65

Conduct Pre-Implementation Checkpoint for Open Migrator LM Migrations Work Plan .... 66

Conduct Pre-implementation Checkpoint for Open Migrator LM Swingframe Migrations Work Plan... 66

Perform Test Migrations on Hosts/Clusters Prior to Migration Cutover Date Work Plan ... 66

Perform Event Window Host-based Migration Planning Activity... 67

Perform Pre-migration Review of Source Hosts (Migration Hosts) Work Plan ... 67

Perform Pre-migration Review of Target Hosts (New Hosts) Work Plan... 67

Perform Switch Configuration Work -- Fabrics, Zoning, Zonesets -- for Migration Work Plan ... 67

Perform Symmetrix Device Allocation and Host Discovery for Migration Work Plan... 68

Perform CLARiiON LUN Allocation and Host Discovery for Migration Work Plan... 68

Set up Open Migrator LM Migrations Work Plan ... 68

Set up Open Migrator LM Swingframe Migrations Work Plan ... 69

Execute Host-based Migration Cutover, Testing, and Cleanup Activity... 70

Execute Open Migrator LM Migration, Testing, and Cutover Work Plan ... 70

Execute Open Migrator LM Swingframe Migration, Testing, and Cutover Work Plan ... 72

Execute Migration Cutover, Testing, and Cleanup (User-determined Events) Activity 76 Perform a PM Event-window Implementation for Data Migration Work Plan ... 76

Perform an SA Event-window Implementation for Data Migration Work Plan ... 76

Perform an IS Event-window Implementation for Data Migration Work Plan ... 77

Perform an MSS Event-window Implementation for Data Migration Work Plan ... 77

De-install Hardware Activity... 78

Power System Down, Remove Cables, and De-install Work Plan ... 78

Crate and Ship Equipment Activity ... 79

Crate Equipment Work Plan... 79

Ship Equipment Work Plan ... 79

Finalize Project Deliverables by Solutions Architect and Implementation Specialist Activity ... 80

Complete Final Configuration Guide and Test Plan Work Plan ... 80

Deliver Functional Overview Work Plan ... 80

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Appendix B: Applications with Open Handles ... 82

List of Figures

Figure 1.

EMC Data Migration Framework

... 8

Figure 2.

Data Migration Planning and Design

... 9

Figure 3.

Data Migration Implementation and Testing

... 10

Figure 4.

OM/LM Data Migration Sample Topology

... 13

Figure 5.

WinSCP directory location

... 24

List of Tables

Table 1.

Open Migrator/LM Performance Impact

... 39

Table 2.

... 40

States of Open Migrator/LM Software During a Data Migration

Process

Table 3.

Capabilities and Considerations

... 40

Table 4.

Restrictions and Limitations

... 42

Table 5.

Best Practices

... 43

Table 6.

Common Risks

... 46

Table 7.

Open Migrator/LM Performance Impact

... 49

Table 8.

... 50

States of Open Migrator/LM Software During a Data Migration

Process

Table 9.

Capabilities and Considerations

... 50

Table 10.

Restrictions and Limitations

... 52

Table 11.

Best Practices

... 54

Table 12.

Common Risks

... 56

Table 13.

Example CLI Commands

... 72

Table 14.

Example CLI Commands

... 74

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EMC Data Migration with Open Migrator/LM

Description

The focus of the EMC® Data Migration with Open Migrator/LM offering is to leverage storage consolidation, high availability, and server consolidation in coordination with data storage migration opportunities.

The service ranges from very small efforts, such as replicating production data into a data warehouse environment, to very large efforts such as a major database migration, or migrating data center operations to a new facility. Whether large or small, migrations can be accomplished with EMC Technology Solutions using this document and associated materials.

Overview

Proper planning and design are critical to the success of any data migration project. Customers have experienced data migration problems with:

 Incomplete design and planning for data migrations, resulting in poor execution.

 Lack of project management and loss of data migration project control.

 No tools standardization, templates, or methodologies to ensure successful data migrations.

 Cumbersome and lengthy data migration process if done manually.

 Prolonged service outages causing strategic business operations to stop.

 Inexperienced implementers in IS organizations because storage migration occurs infrequently; storage migration expertise is gained only through time-consuming education, and ongoing experience in many different storage environments.

 The high risk of errors or problems in performing data migration causing catastrophic business impact.

 Complexity issues causing storage migration work to be avoided or delayed, impacting strategic organizational operational functions and hardware/systems implementation schedules.

The EMC data migration solutions were created to address these issues. EMC Technology Solutions provides significant value by mitigating major business, technical, and

operational risks associated with performing data migrations. EMC has always strived to meet and exceed customers’ expectations, and providing an excellent migration offering continues along those lines. The EMC Data Migration with Open Migrator/LM service helps our consultants prepare, plan, design, and implement critical data migration solutions.

EMC Data Migration with Open Migrator/LM uses a suite of migration planning tools to provide end-to-end data migration implementation. The tools used in the delivery of the service include:

 Host Environment Analysis Tool (HEAT)

 VMware HEAT (VMHEAT)

 EMCGrab utilities

 EMC Migration Planning (EMP)

 Data Collection Appliance (DCA)

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The service delivery follows the EMC Data Migration framework shown below.

Figure 1. EMC Data Migration Framework Discovery and Correlation

Using automated tools to gather information about the customer’s environment to be migrated, EMC engagement personnel build a data migration plan for the assets in scope of migration. The plan identifies all the actionable items consistent with the customer’s business, operational, and technical requirements.

Planning

After a thorough analysis of the customer’s current environment, EMC designs a solution including step-by-step migration plan. The plan clarifies the sequence of events and the timetable for migrating data.

Remediation and Validation

During the environment analysis and validation of customer’s environment, EMC

addresses interoperability gaps and the outcomes are validated to ensure the correct assets are migrated and interoperability and performance is assured.

Data Movement and Auditing

Data migration commences as per the defined migration plan and schedule. EMC conducts procedural testing and validates the configuration.

Documentation and Acceptance

EMC reviews the data migration results, delivers the final documentation, and completes any necessary cleanup, and equipment decommission before considering the project is complete.

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Figure 2 provides a simplified diagram of a data migration planning phase.

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Figure 3 is a simplified diagram of a data migration implementation phase.

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During implementation, EMC Technology Solutions works closely with the customer’s staff and other EMC account team members to ensure minimal disruption to customer computing operations. The disruption takes place within the customer‘s defined windows. Depending on the criticality of current operations, maintenance or cutover windows may be small, and therefore require a lengthier deployment. Ensure that backup plans are prepared in the event that we must back-out of an implementation.

This phase should be a matter of following and managing the plan developed during the previous phase. Of course, planning can only go so far to mitigate risk and ensure a smooth project. Surprises and changes are likely. Some general best practices to follow during implementation include:

 Ensure that support is available and that back-out plans are as well understood as the data migration plans.

 Ensure that the customer has completed the required backups.

 Conduct a pilot migration or do some advanced testing whenever possible. A small test before a scheduled event can be extremely valuable.

 Double check what you were told; everyone makes mistakes. It is easier to deal with a server that is the wrong revision before you start, than after it creates a problem.

 Pay close attention to throughput rates early in the project. If the migration timing is based on certain throughput estimates, and you see a significant difference early in the project, there may still be time to adjust schedules, performance, or methodology before the project goes red.

 Watch the scope. If the customer decides, for example, to add a volume or share to the migration mid-stream, only agree to the extra work after performing an impact analysis and discussing it with the Project Manager and the Solution Architect. It may be perfectly fine to go ahead, but it does introduce risk.

Follow the Test Plan and document everything.

 The highest risk in moving production data online is a data integrity problem that EMC or the customer introduces, without being able to determine how it was introduced.

If we follow and document our Test Plan, and the customer follows his Test Plan, this risk can usually be mitigated.

 It is critical to keep the discipline of having the customer sign-off on each migrated and tested data source before moving to the next data source.

 Escalate issues promptly. It is easy to wait to call for help, thinking you should be able to figure it out on your own, but if you sense things not within plan, contact your support system to ensure that you get help when you need it, especially if this is the first time you are performing a data migration.

OM/LM for Windows Overview

OM/LM operates at the filter-driver level to manage and move data from a source to a target volume with minimal disruption to the server or applications. OM/LM requires at least one and possibly two restarts of the server: one potential disruption to install the application, and a second definite disruption for file resizing and drive letter adjustment. OM/LM allows a maximum of ten concurrent migrations while allowing full read-and-write access to the source volume. It does this by performing a byte-by-byte copy of the source volume to the target volume in a granularity based on the size of a track on the source volume. During and after migration, OM/LM captures all I/O to the source volume and writes it to both the source and the target volumes. OM/LM synchronizes the source

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volume and target volume until the next reboot by filtering I/O requests to the volume manager (FTDisk or LDM).

After the source and target volumes are synchronized, you can choose to verify the migration operation. To verify, the software checks to make sure that the source and target volumes are identical at the physical level.

After you have completed data movement for all volumes, a reboot is required for standalone and 2003 MSCS migrations to complete them, while clicking “complete migration” is required for every 2008 MSCS migration.

Note: Users must close all local service/applications that access the source volume before completing a 2008 MSCS migration.

When the migration is completed, the software does the following:

 Moves the source's drive letter, and all other mount points, to the target.

 Expands the file system to match the size of the target, if necessary.

You can decide when to schedule the brief outage or “complete migration” operations that are required.

OM/LM uses a client/server model where the server is installed on the system hosting the volumes to be migrated. The source and target volumes must be on the same system. The client can be located anywhere in the network on any system in the same domain or in a trusted domain. Volumes are not migrated across the network.

Note: The information above is an excerpt from the EMC Open Migrator/LM for Windows Product Guide. Refer to the latest version of the guide for updates.

OM/LM for UNIX/Linux Overview

OM/LM is implemented as a host-based kernel driver and CLI, and is used to migrate data from source to target volumes with only a single disruption to the server or

applications. Because the OM/LM device driver is dynamically loaded and unloaded there is no required system reboot.

OM/LM provides mirroring and background copy functions between two storage arrays that are used to synchronize data images on one or more source and target volumes, LUNs, or LUN partitions. Data can be migrated between source and target volumes of any block device type. During the migration, the source volume can remain available for input/output (I/O) to production host applications. However, the target volume must be set to read/write disabled.

The target volume must also be set as “not ready” to prevent any additional hosts from accessing the volume. OM/LM operates in sessions to manage multiple volume pairs uniformly as a group.

Control operations are performed using the stormigrate CLI command. Source and

target pairs can be added to a created session or a device file option (-file) can be used

to define device pairs.

Data can be compared between source and target volumes in an activated session. When comparing, OM/LM checks if the source and target volumes are identical. Once the data has been migrated, mirroring continues to keep the source and target volumes

synchronized until the session is deactivated. When volumes have been successfully migrated and the session has been deactivated, OM/LM must be uninstalled from the kernel I/O subsystem and the production host.

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OM/LM allows for multiple concurrent migrations, while allowing full read and write access to the source volumes. Data synchronization is maintained by capturing and mirroring all I/O to the source volumes in coordination with background copy process I/O.

Due to the complexity of a data storage environment, which might include various applications for file systems, volume managers, and multi-path capability, it is necessary to understand the I/O subsystem (I/O stack layers) within the UNIX operating system (OS) kernel. For best results, source volumes for data migration must always be accessed at the level in the I/O stack that is closest to the application. This avoids certain common problems experienced with LUN level migration underneath logical volumes.

OM/LM is installed on the production host and is designed to operate as a stand alone product. Any volumes visible the production host can be compared and migrated. The source and target volumes can be on the same array or separate arrays.

Note: The information above is an excerpt from the EMC Open Migrator/LM for UNIX/Linux CLI Product Guide. Refer to the latest version of the guide for updates.

Operational Environments

Figure 4 shows two operational environments moving the customer’s data from direct-attached or SAN-direct-attached third-party storage to EMC storage arrays using OM/LM.

Figure 4. OM/LM Data Migration Sample Topology

EMC Data Migration Solution for Open Migrator/LM uses a suite of migration planning tools to provide end-to-end data migration implementation. The tools used in the delivery of the service include:

 Host Environment Analysis Tool (HEAT)

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 EMC GRAB utilities

 EMC Migration Planning (EMP)

Skills

Requirements This document is for internal EMC personnel and ASN partner use only. This document

assumes that the reader is an experienced practitioner in data migration. It does not attempt to provide introductory materials for the basic data migration techniques, nor does it provide basic delivery methodology information. This document focuses on Solutions Architect (SA) and Implementation Specialist (IS) audiences with the following skills:

 Open Migrator/LM

 Microsoft Windows disk management

 SAN configuration (EMC, McData, Brocade, CISCO, and others)

 Native UNIX disk management for Solaris, HP, and IBM hardware platforms

 Native Linux disk management

 VERITAS Volume Manager

 PowerPath®

 EMC Migration Planning (EMP) tool

 Environment discovery tools (HEAT, GRAB, and SAN Summary)

 Data Collection Appliance (Tool)

You must ensure that your host is supported and has the correct revision/patch levels installed. Refer to the latest release notes for the current requirements for the OS you are working with. There are no other prerequisites for the installation of OM/LM.

Prerequisites and Assumptions

Licensing There is no licensing for the product. Refer to the latest release notes for details.

Note: Remember that the EMC OM/LM software can be used as a tool for a Data Migration service for a customer without requiring the customer to purchase the tool. The software must be removed entirely after the migration is complete.

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Reference Documentation and Resources

Links listed in this topic are functional as of this document’s publication date. Over time, the location of reference material may change. A navigation description is included to assist in those cases. If you are having difficulty locating referenced material, email TS Services Material Support at [email protected].

About the Links

Powerlink Refer to the following documents for Solution/Product/Technology information: Refer to Powerlink® (http://powerlink.emc.com) for EMC documents.

EMC Data Migration Assessment and Planning service

PATH: Home > Services > TS Service Kits and Service Offering Index > Networked Storage Offerings > Data Migration > Data Migration Assessment and Planning

Open Migrator/LM Product Documentation

PATH: Home > Resources/Tools > CS Support > Document Library > Software E-P > Open Migrator/LM

TechBooks and Whitepapers

PATH: Home > Support > Technical Documentation and Advisories > TechBooks Solutions Guides

PATH: Home > Support > Technical Documentation and Advisories > Whitepapers

Other Vendor Documentation

Refer to the vendor websites for specific product documentation, such as disk management in Solaris/HP-UX/AIX/Linux and Microsoft Windows.

EMC Migration Planning Installation and Getting Started Guide

eRoom: EMC TS Applied Technologies > Applied Technology Practice Areas > GS Tools > Applied Technology Practice Tools > Data Migration > EMC Total Migrator (ETM).Other Vendor Documentation

Training Refer to Education Services for training available related to Open Migrator/LM and data migration in general:

 Open Migrator for Windows Overview - IMPACT

 Open Migrator/LM for Unix/Linux – IMPACT

 Open Migrator/LM v3.9 Train-the-Trainer – Recorded Centra

 Data Migration Introduction – IMPACT

 Data Migration Solutions Design Concepts V2 – IMPACT

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Software

Download Refer to the following location to download Open Migrator/LM software:

Open Migrator/LM for Windows

 PATH: Home > Support > Software Downloads and Licensing > Downloads J-O > Open Migrator/LM for Windows

Open Migrator/LM for UNIX

 PATH: Home > Support > Software Downloads and Licensing > Downloads J-O > Open Migrator/LM for UNIX

Open Migrator/LM for Linux

 PATH: Home > Support > Software Downloads and Licensing > Downloads J-O > Open Migrator/LM for Linux

Refer to the licensing section of this document for more details on using OM/LM as a tool for a data migration engagement without customer purchase of it.

Tools

Tools to assist with proper design of storage allocation for Microsoft applications are listed below:

Refer to the following location to download tools to assist in migration planning:  EMC Migration Planning (EMP) tool

eRoom: EMC TS Applied Technologies > Applied Technology Practice Areas >

GS Tools > Applied Technology Practice Tools > Data Migration > EMC Total Migrator (ETM)

 Host Environment Analysis tool (HEAT)

PATH: Home > Support > Product and Diagnostic Tools > Environment

Analysis Tools > Host Environment Analysis Tool (HEAT)  VMware Host Environment Analysis Tool (VMHEAT)

Path: Home > Support > Product and Diagnostic Tools > Environment

Analysis Tools > VMware Host Environment Analysis Tool (VMHEAT)  EMCGrab

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Data Collection Appliance Documentation

PATH: Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance)

1.2 Documentation

EMC Ionix™ Data Collection Appliance v1.2 Release Notes

EMC Ionix Data Collection Appliance v1.2 Host Validation for Data Migration Virtual Machine Deployment Guide

Note: More documentation will be available at this location on Powerlink after release of v1.2

1.1 Documentation

Ionix Data Collection Appliance 1.1 Target Host Requirements Guide Ionix Data Collection Appliance 1.1 Release Notes

Ionix Data Collection Appliance Downgrading Windows Vista License to Windows XP license and Activating Windows XP License

Data Collection Appliance 1.0 to 1.1 Upgrade Kit Ionix Data Collection Appliance 1.1 User Notes Ionix Data Collection Appliance 1.1 Technical Notes

Ionix Host Validation for Data Migration 1.1 Distributed Deployment Guide Ionix Host Validation for Data Migration 1.1 Pre Installation Checklist Ionix Host Validation for Data Migration 1.1 Stand-alone Deployment Guide Ionix Host Validation for Data Migration 1.1 Data Collection Appliance Calculator

1.0 Documentation

pliance 1.0 Release Notes

quirements Guide

tes

ted Deployment Guide

uide lator

Data Collection Ap

Data Collection Appliance 1.0 Target Host ReData Collection Appliance 1.0 User Notes Data Collection Appliance 1.0 Technical NoHost Validation for Data Migration 1.0 Distribu

Host Validation for Data Migration 1.0 Pre Installation Checklist Host Validation for Data Migration 1.0 Stand-alone Deployment GHost Validation for Data Migration 1.0 Data Collection Appliance Calcu

Additional Documents which are Required for Data Collection Appliance

 GRAB Script Legal Notice is located to the Grab zip file for UNIX at: ftp://ftp.emc.com/pub/emcgrab/Unix/

 GRAB Script Legal Notice is located to the Grab zip file for Windows at: ftp://ftp.emc.com/pub/emcgrab/Windows/

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Data Collection Appliance Tool used for Host Validation for Data Migrations. Refer to the document entitled EMC Host Validation for Data Migrations

Contingency Ordering Data Migrations Deployment Guide for Distributed Data Collection Appliance

 Global Services must order the Data Collection Appliance software DVD through CS Logistics. You can find ordering process details in a form called the SDMS / SRDFf® / Data Collection Appliance MIGRATION PRESITE FORM at: http://www.cs.isus.emc.com/csweb2/sdm/sdms.htm

Note: If a hardware version of the Data Collection Appliance is required, you can obtain it by using the same form as mentioned above. The server must be installed, utilized, then removed, and returned. Please note that you must use the Virtual Machine version of the Data Collection Appliance in order to have full features and functionality of the tool.  PATH: one.emc.com>clearspace>docs>DOC-16492

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Perform GRAB Collection using the Data Collection Appliance for EMC

Host Validation for Data Migration Activity

Role Implementation Specialist

Description Use the Data Collection Application to deploy EMC GRAB and retrieve EMC GRABsIT, which is used for analysis in the data migration services.

Validate Customer ESX Server is Ready for Data Collection Appliance

Installation Work Plan

Role Implementation Specialist

Description Validate that the customer's ESX sever supports installation of the Data Collection Appliance tool and collector.

Task List Verify ESX Server has MS Windows 2008 Server VM Created Verify ESX

Server has MS Windows 2008 Server VM Created Task

The customer must provide an ESX server with two virtual machines. The requirements are:

 Bare-metal virtual machine for Data Collection Appliance core software and Linux operating system

 4 GB memory  80 GB hard drive  4 vCPUs

 4 NIC ports

 Fully-configured Windows Server 2008 R2 virtual appliance for Data Collection Appliance windows probe application

 2 GB memory  20 GB hard drive  1 vCPU

 1 NIC port

Note: The bare-metal VM will be created by the OVF file when deployed from within vCenter.

The software requirements are:

 VMware ESX server version 3.5 or later

 VMware vSphere Client must be installed on the machine from where the Data Collection Appliance installation is performed

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Note: Ensure that the browser accepts cookies and pop-up blockers are disabled. Note: Data Collection Appliance does not require a dedicated ESX server for two

VMs. You can also have other VMs installed on the server.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current requirement information – located on Powerlink: Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Install the Data Collection Appliance on the Virtual Machine One (VM1)

on ESX Host Work Plan

Role Implementation Specialist

Description Install the Data Collection Appliance tool on the first Virtual Machine on the customer's ESX Server.

Task List Install the Data Collection Appliance on VM1 on ESX Host Install the Data

Collection Appliance on VM1 on ESX Host Task

The Data Collection Appliance used with EMC Host Validation for Data Migrations is a tool that can be used as part of an EMC Migration Service engagement to reduce the time and cost of a migration. EMC customers typically spend their time and resources

deploying EMC grabs in their environments. Using the Data Collection Appliance tool minimizes the effort required by our customers by shortening the time to deploy the Grab Utility and ultimately reducing the duration of the data gathering phase of the data migration.

EMC Global Services installs and configures the standalone Data Collection Appliance on two customer Virtual Machines on an ESX server—one VM for the Data Collection Appliance itself and another Windows Server 2008 for the Collector. The Data Collection Appliance discovers the customer’s SAN-attached hosts, pushes out and runs EMC Grab, and then retrieves the data to be analyzed as a part of the data migration data gathering process. At the end of the data migration, the Data Collection Appliance and Collector are removed from the customer’s ESX servers.

When using the Data Collection Appliance for a Data Migration, Global Services must order the Data Collection Appliance software DVD through CS Logistics. You can find ordering process details in a form called the SDMS / SRDFf® / Data Collection Appliance MIGRATION PRESITE FORM at:

http://www.cs.isus.emc.com/csweb2/sdm/sdms.htm.

Note: If a hardware version of the Data Collection Appliance is required, you can obtain it by using the same form as mentioned above. The server must be installed, utilized, then removed, and returned. Please note that you must use the Virtual Machine version of the Data Collection Appliance in order to have full features and functionality of the tool.

The OVF file will create the first Virtual Machine as part of the upload and deployment within VMware vSphere. This VM does not need to be created by the customer.

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The iso file needs to be burned onto a DVD or opened in WinRAR to get to the files (.ovf and .vmdk files).

There is no software download for the Virtual Machine version of the Data Collection Appliance. A DVD will be sent after the SDMS / SRDF / Data Collection Appliance MIGRATION PRESITE FORM is completed and submitted. It is available at:

http://www.cs.isus.emc.com/csweb2/sdm/sdms.htm

The standalone Data Collection Appliance requires two Virtual Machines running on an ESX server in the customer environment. It is only supported for VMware environments. The two VMs required:

 Bare-metal virtual machine for Data Collection Appliance core software and Linux operating system (VM, OS, and appliance is a part of the installer.)

 Windows Server 2008 R2 virtual machine for Data Collection Appliance Collector (VM must be provided by customer with the Windows OS, licensed by the customer.) See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Set Up the Data Collection Appliance Virtual Machine 1 (VM1) Work

Plan

Role Implementation Specialist

Description Perform the setup work required for the first Virtual Machine, where the Data Collection Appliance is installed.

Task List  Launching the First Boot Configuration Tool

Configuring Appliance Administrators

 Configuring Static Network Setting

 Configuring the Timezone and Time

Configuring the Appliance Role

Configuring Appliance Administrators Tasks

Create a password for the username “root”. The password must contain a minimum of eight characters and include all of the following character types:

 numeric

 uppercase

 lowercase

 non-alphanumeric such as # or !

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

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Configuring the Appliance Role Task

This task takes about 5+ minutes after you choose the role to complete.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Perform Data Collection Appliance Post-Installation Steps Work Plan

Role Implementation Specialist

Description Perform the post-installation steps for the Data Collection Appliance on the first Virtual Machine.

Task List Log in to the ADM Console

Upload the License Key

Log in to the ADM Console Task

Launch Internet Explorer (the only browser that will work – you will get an error if you try another one) and enter the IP address of VM1.

Use the "admin" login & password given in the EMC Data Collection Appliance Host Validation for Data Migration Deployment Guide. The “root” password for the Data Collection Appliance will not work.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Upload the License Key Task

Enter the license key provided in the LICENSE.txt file on the iso file (or DVD, if you burned it).

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

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Set Up the Data Collection Appliance on Virtual Machine 2 (VM2) Work

Plan

Role Implementation Specialist

Description Install and perform the initial setup of the the Data Collection Appliance Collector on the second Virtual Machine that has Windows Server 2008 installed on it (licensed by the customer).

Task List Set Up the Data Collection Appliance Collector on VM2 on ESX Host Set Up the Data

Collection Appliance Collector on VM2 on ESX Host Task

The Windows collector unique ID is the same identifier that was defined on the aggregator side for WMI discovery. The default value is 200.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

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Configure the Data Collection Appliance Virtual Machines Work Plan

Role Implementation Specialist

Description Configure the Data Collection Appliance on the first Virtual Machine and the Collector on the second Virtual Machine that has Windows Server 2008 installed on it (licensed by the customer).

Task List Configure VM1

 Configure VM2

Configure VM1 Task

If you do not see the "/home" directory, type the following command in the Address field in WinSCP before you login: /home/nlayers/Seneca/ActiveProbe/conf

Figure 5 shows where to enter this command:

Figure 5. WinSCP directory location

Put the IP address of VM1 (the aggregator / bare metal VM) in the IPfile.txt file. See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

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Performing Grab Script Work on the Data Collection Appliance Work

Plan

Role Implementation Specialist

Description Download GRAB scripts onto the Data Collection Appliance in order to push them out to the various hosts on which they are to be to run.

Task List Download GRAB Scripts from EMC

Upload GRAB Scripts by using GUI

Configure GRAB Directories by using GUI

Download GRAB Scripts from EMC Task

The locations of GRAB Scripts:

UNIX systems: ftp://ftp.emc.com/pub/emcgrab/Unix

Windows systems: ftp://ftp.emc.com/pub/emcgrab/Windows

ESX systems: ftp://ftp.emc.com/pub/emcgrab/ESX

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Upload GRAB Scripts by using GUI Task

The upload of the GRAB scripts restarts the ADM collector services. The upload might take several minutes to complete.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Saving the locations of the GRAB script and output will restart the Collector.

Configure GRAB Directories by

using GUI Task See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink: Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Create an IP Discovery Policy for EMC GRAB Hosts for Data Collection

Appliance Work Plan

Role Implementation Specialist

Description Creation an IP Discovery policy, which uses TCP for scanning to find hosts in the environment, and initially populates the Data Collection Appliance database.

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Task List Restart Discovery

Create IP Discovery Policy

Restart

Discovery Task

Prior to deployment, review the requirements for the target hosts with the customer system administration team. If the requirements are not met prior to implementation of the Data Collection Appliance, an increased implementation effort might be required to mitigate the issues, and such effort is considered out-of-scope for the deployment.

Performing a “Restart Discovery” forces Data Collection Appliance out of the setup mode, so you do not have to wait to run your discovery policies.

Note: Restart Discovery erases all the discovered data in the database. See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Create IP Discovery Policy Task

The policy is created and will run automatically. The results begin to appear after approximately 10 minutes. The total time required to complete IP discovery will depend on the number of hosts in the scope.

Note: Refresh the inventory screen manually. To refresh the inventory, select

Discover > Inventory.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Create Groups for Host Discovery by Data Collection Appliance Work

Plan

Role Implementation Specialist

Description Create groups for host discovery with the Data Collection Appliance.

Task List Create Groups by using IP Addresses or Subnets Create Groups

by using IP Addresses or Subnets Task

Click on Data Collection Appliance Settings to open the window to get to Groups. See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

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Initiate Detail Discovery Policy on the Data Collection Appliance Work

Plan

Role Implementation Specialist

Description Perform the Detail Discovery (Active Discovery) for the SAN-attached hosts. The Detail Discovery is used to manage the GRAB scripts by pushing the GRAB script to host, running the GRAB script, and retrieving the results from each host.

Task List Create Detail Discovery Policy

Run the Policy

View the Results

Create Detail Discovery Policy Task

Create a policy for each protocol type (SSH, WMI, and so on).

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Run the Policy Task

Initiate the start of the collection only - EMC does not stay for collections longer than 2 hours (roughly 64 hosts per hour).

When the Data Collection Appliance is initially configured, it goes into “setup” mode and will not do any discovery for the first 24 hours. However, you can manually force the discovery by running the policy.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

View the Results Task

This is a spot check to ensure that the started collection is working correctly. This is NOT the final collection of all results.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

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Processing the Data Collection Appliance Discovery Results

(collecting the GRAB Output Files) Work Plan

Role Implementation Specialist

Description Collect the GRAB Output files. If there are a large number of hosts, then EMC personnel can return at a specified later time.

Task List Collect Results Collect Results

Task

If the host amount will create an extended period for the Data Collection Appliance to run to get the GRABs, EMC may leave and return to collect the results of the GRAB

collection.

See the latest EMC Data Collection Appliance Host Validation for Data Migration Virtual Machine Deployment Guide for the current information – located on Powerlink:

Support > Product and Diagnostic Tools > Data Collection Appliance (Data Collection Appliance) > 1.2

Remove Data Collection Appliance from the ESX Server Work Plan

Role Implementation Specialist

Description Remove the Data Collection Appliance from the two Virtual Machines on the customer's ESX Server.

Task List Remove Data Collection Appliance from the Customer Environment Remove Data Collection Appliance from the Customer Environment Task

Destroy the VM Built by Data Collection Appliance and Remove Data Collection Appliance Collector from the Customer's MS Windows 2008 Server VM

The Data Collection Appliance is EMC Global Services property and can not be purchased by the customer.

The DVD must be returned after the standalone Data Collection Appliance Virtual Machines are removed from the customer’s ESX server environment.

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Discover and Correlate the Environment for Data Migrations Activity

Role Solutions Architect / Implementation Specialist

Description Collect customer-environment information using GRABs and other manual methods. (Collection can also be done by the customer and given to EMC.) It also covers processing the information through EMC tools such as HEAT and SWAT.

Review Customer Provided Data Collection Information Work Plan

Role Solutions Architect

Description Provide a basic review of the customer-provided information to verify that it provides the proper information for completing analysis.

Task List  Perform Review of Customer Provided Data Collection Information

Manually Collect Host and Storage Data Work Plan

Role Solutions Architect / Implementation Specialist

Description Perform manual collection of data in environments that lack installed tools and collection methods.

Task List  Perform Manual Collection of Host and Storage Data

Collect Host Information (GRABs-Reports) Work Plan

Role Implementation Specialist

Description Collect host data by using GRABs/Reports.

Task List Perform Collection of Host Information Perform

Collection of Host Information Task

To develop a migration plan, be sure to first collect information on the environment to be migrated. This engagement uses EMC GRAB and HEAT tools to establish the baseline. The location of these two tools is included in the Reference Documentation and

Resources section of this document. For details or help on either tool refer to the tool help guide.

To gather the information on environment to be migrated, do the following:

 Collect EMCGrab data from the customer environment.

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Note: HEAT only processes the uncorrupted, unaltered output of the EMCGrab.  The input files must not have spaces in the filename.

 When you run ftp, ensure that the HEAT file is transferred in binary mode.

 Document the current hardware and software configuration for all Symmetrix systems included in migration.

 Process switch data through SWAT.

Collect Switch Configuration Data Work Plan

Role Implementation Specialist

Description Collect switch and director configuration information on fabrics, zones, security, and administration requirements.

Task List  Perform Collection Switch Configuration Data

Collect CLARiiON Storage Data Work Plan

Role Implementation Specialist

Description Collect CLARiiON storage data (performed by EMC).

Task List  Perform Collection of CLARiiON Storage Data

Collect Symmetrix Storage Data Work Plan

Role Implementation Specialist

Description Collect Symmetrix storage data (performed by EMC).

Task List  Perform Collection of Symmetrix Storage Data

Collect Non-EMC Storage Data Work Plan

Role Solutions Architect

Description Collect non-EMC storage data (performed by EMC).

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Process GRABs through HEAT using HEAT-IT Work Plan

Role Solutions Architect / Implementation Specialist

Description Process customer data by processing it through the HEAT tool for a data migration.

Task List  Perform Processing of GRABs through HEAT using HEAT-IT

Process Switch and Director Data through SWAT Work Plan

Role Solutions Architect

Description Process switch data through the SWAT tool.

Task List  Perform Processing of Switch and Director Data through SWAT

Process CLARiiON-related HEAT-Swat HTML through SAN Summary

Work Plan

Role Solutions Architect

Description Process CLARiiON information through EMC tools like HEAT.

Task List  Perform Processing of CLARiiON-related HEAT/SWAT HTML through SAN Summary

Process Symmetrix-related HEAT/SWAT HTML through EMP/SAN

Summary for Data Migrations Work Plan

Role Solutions Architect

Description Process Symmetrix information through EMC tools like HEAT. This work plan also allows for the efficiencies gained through the use of the EMP Tool, if used as part of the engagement.

Task List Perform Processing of Symmetrix-related HEAT/SWAT HTML through EMP/SAN Summary

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Perform Processing of Symmetrix-related HEAT/SWAT HTML through EMP/SAN Summary Task

EMP provides a report on any required or recommended remediation of the assets. This report is similar to one produced by the SAN Summary tool. Review this report with the customer to plan for any remediation required. The following are tasks performed in this step:

 Map and build-out the Switch and SAN view in a Symmetrix environment.

 Map and build out the Symmetrix storage view of the environment.

Process Non-EMC Storage Array Related HEAT/SWAT HTML through

SAN Summary Work Plan

Role Solutions Architect

Description Process non-EMC storage information.

Task List  Perform Processing Non-EMC Storage Array Related HEAT/SWAT HTML through SAN Summary

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Perform Environment Analysis and Validation for Data Migration Activity

Role Solutions Architect

Description Perform e-Lab checks, reviewing the data collected on EMC hardware, and reviewing findings with the customer.

Perform e-Lab Checks for Current STD Hosts and Virtual Machines

Work Plan

Role Solutions Architect

Description Perform validation checks on standard hosts and virtual machines using e-Lab data.

Task List  Conduct e-Lab Checks for Current STD Hosts and Virtual Machines

Perform e-Lab Checks for Current Switches Work Plan

Role Solutions Architect

Description Perform validation checks on SAN switches using e-Lab data.

Task List  Conduct e-Lab Checks for Current Switches

Review Current Symmetrix-related EMP/SAN Summary Reports Work

Plan

Role Solutions Architect

Description Review information gathered on any Symmetrix systems in the environment.

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Review Current CLARiiON-related EMP/SAN Summary Reports Work

Plan

Role Solutions Architect

Description Review information gathered on any CLARiiONs in the environment.

Task List  Perform Review of Current CLARiiON-related EMP/SAN Summary Reports

Review the Current Analysis Findings with the Customer Work Plan

Role Solutions Architect

Description Review the analysis findings with the customer.

Task List Perform Review of the Current Analysis Findings with the Customer

Perform Review of the Current Analysis

Findings with the Customer Task

After discovering the assets, select assets in scope for migration. Then, do a detailed analysis to create a baseline, or current state of the assets. Import the results of the discovery into EMP and log it as a Persistent Baseline. This is the anchor point for the project. Refer to the tool help guide for instructions on how to use the tool. It is not in the scope of this document to provide guidance on the tool.

The following are steps for analysis and validation:

 Use e-Lab to check for current STD hosts and virtual machines.

 Use e-Lab to check for current switches.

 Review the current Symmetrix-related EMP/SAN summary reports.

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Plan and Build Out Proposed Environment for Data Migration Activity

Role Solutions Architect

Description Build out the switch/SAN view and the storage view of the environment (for Symmetrix and/or CLARiiON).

Build Out Switch/SAN View in a Symmetrix Environment Work Plan

Role Solutions Architect

Description Create a Switch/SAN layout of the customer environment with Symmetrix.

Task List  Perform the Build Out of the Switch/SAN View in a Symmetrix Environment

Build Out Switch/SAN View in a CLARiiON Environment Work Plan

Role Solutions Architect

Description Create a Switch/SAN layout of the customer environment with CLARiiON.

Task List  Perform the Build Out of the Switch/SAN View in a CLARiiON Environment

Build-out the Symmetrix Storage View of the Environment Work Plan

Role Solutions Architect

Description Create a storage layout of the customer environment with Symmetrix.

Task List Perform the Build Out of the Symmetrix Storage View of the Environment Perform the

Build Out of the Symmetrix Storage View of the Environment Task

You can assign assets from the baseline to the planned environment at a high level. For example, host A is mapped to planned array 1. This is only a map and does not include details of migration. If you import the data correctly into EMP, you can perform this mapping to all assets in scope for migration. After the mapping is done, you can import details on the assets into EMP and array level configuration requirements will begin. This includes creation of planned devices, zoning of FA ports, performing volume control management, bandwidth, and so on. At this point, a capacity check is also performed to determine if there is enough disk capacity for the migration.

EMP also provides a report on any required/recommended remediation of the assets. This report is similar to one found in the SAN Summary Tool. Review this report with the customer to plan for any remediation required.

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Build-out the CLARiiON Storage View of the Environment Work Plan

Role Solutions Architect

Description Create a storage layout of the customer environment with CLARiiON.

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Perform Host-based Migration Design and Documentation Activity

Role Solutions Architect

Description Define and document the host-based data migration procedures.

Define and Document Data Migration Procedures Work Plan

Role Solutions Architect

Description Perform the initial data migration procedure design and develop the required documentation.

Task List Conduct the Definition and Documentation of Data Migration Procedures Conduct the Definition and Documentation of Data Migration Procedures Task

EMC Technology Solutions works with the customer’s staff to plan and design a complete solution based on the customer’s requirements. This solution identifies source-to-target mapping, and the steps necessary to replicate all data within the scope of the engagement.

For complex migrations, it is essential to characterize the environment completely to understand performance limitations. The following all have an impact on the amount of data that can be replicated from one platform to another:

 Operational schedules

 Server load

 Source and target storage performance

 Network bandwidth, load, and so on.

The Planning and Design phase is focused on developing a migration plan, the Configuration Guide, and the Test Plan. It is critical to understand all technical considerations of the equipment at hand, as well as any operational considerations and application issues. Do not make any assumptions regarding:

 Connectivity

 Transfer rates

 Schedules

You must get buy-in from all project participants (technical and management). The designated EMC Project Manager is solely responsible for ensuring that the plan comes together, and that all parties adhere to their tasks and project schedules. After all of the baseline information is collected and analyzed, you can focus on the design and documentation of the plan. The following are tasks performed in this step:

 Define and Document Data Migration Procedures

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The design includes creating migration groups and event windows. A migration group is one or more assets that use the same migration technology and are migrating during one event window. This migration group is then assigned to an event window. That group may be moved in whole to another event window if necessary.

If only one asset in the group is moving, it must be removed from the current group and assigned to another group. If the migration method changes for one asset in the group, the asset must to be re-assigned to another group that is set to use the new method. If an asset is moved, all of its properties move with it.

There can be multiple migration groups assigned to an event window and there can be multiple event windows. An event window is the timeframe in which the customer configures and executes the migration of the asset(s) in the migration group(s) assigned to the event window (N to N+1, where N is current environment and N+1 is the planned environment).

Typically, the customer has short windows to accomplish any upgrade work requiring downtime. Also, the customer may be under tight time restrictions to perform the actual migration work. Setting proper expectations is critical. You must:

 Review all information collected or created in this phase to ensure accuracy. This is especially important as project decisions, such as migration timing and sequencing, are based on this information.

 Define all physical connections and cabling from the host processor to the storage subsystems. Have the CE (and the customer) lay these cables to EMC Symmetrix prior to the migration.

Note: Customer is responsible for any connections to non-EMC storage.

 Determine a software configuration plan, if necessary. Some migrations require the implementation of custom software packages.

For data center relocation or disaster recovery engagements, your plan must include:

 Physical layout and verification of environmental factors.

 When deploying a new Symmetrix, data-center floor space and power must be reallocated.

 Ensure the frames can be physically moved in and out of the planned positions.  Plan to have a phone line installed so EMC’s Call Home feature can be used.  Although a Symmetrix frame is in place, this does not mean it can be removed, as

new customer equipment may have been added later that inhibit relocation.

 Design for new cable infrastructure, if necessary.

Note: New data centers are being provisioned with under-floor cable trays and patch panels to expedite wiring new equipment.

 Verify other conditions, such as length of cables; consider maximum cable runs; and consider actual cable path rather than straight-line distances.

 Design for logical topology diagram of the new infrastructure. This helps to ensure that you properly plan for simple things like connections.

Important! Improperly sized links severely impact the performance of migrations and disaster recovery implementations.

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Design and Document Open Migrator LM Migration Work Plan

Role Solutions Architect

Description Design and document the migration using Open Migrator/LM.

Task List Conduct the Design and Documentation of Open Migrator LM Migration Conduct the Design and Documentation of Open Migrator LM Migration Task

When using EMC OM/LM as a data migration tool, the golden rule to follow is: Do not impact the application’s workload I/O.

It is an obvious and yet overly simplistic statement. To do the migration using a tool that is run on the host, there will always be some kind of impact on the host application as EMC performs the actual migration. Perhaps a better way to make this statement apply is to say:

Try to lessen the impact on the application’s workload I/O.

With this statement you can begin to address planning and design, starting with the different ways that the two versions of OM/LM deal with bandwidth usage, and the relative impact on performance. Table 1 illustrates these versions.

Table 1. Open Migrator/LM Performance Impact

Version Bandwidth Usage

Windows OM/LM for Windows automatically prioritizes any other I/O occurring on the host over migration I/O.

For example, if application I/O is high during the migration, OM/LM for Windows lowers the available bandwidth for the migration to allow more bandwidth for the application.

This means that OM/LM for Windows does not compete with the application on the host and should not adversely affect its performance.

This also means that migrations could take longer if the I/O activity is high for the server being used or migrated.

UNIX/Linux OM/LM for UNIX/Linux takes a different approach, allowing the user to control I/O allocation for the migration and the applications.

A user can give migration processes lower or higher priority, based on the available I/O capacity of the server. This tuning can be dynamically adjusted throughout the migration by the user (or via scripting).

For this reason you must determine the available bandwidth and tune OM/LM for UNIX appropriately, as it competes with the application for that bandwidth. Once determined, the user can throttle the amount of bandwidth that will be used by OM/LM for UNIX during the migration (“tuning a ceiling”)

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The EMC Open Migrator/LM software can be in three states throughout a data migration process. Each state has an effect on the host, but it is important to note which one of the three has the biggest impact and when. Table 2 describes the three states.

Table 2. States of Open Migrator/LM Software During a Data Migration Process

State Version Description for Each Version

WINDOWS Driver is attached to the source and target devices, but not copying. Pass

Through

UNIX/Linux Kernel module loaded, sessions active, but not copying.

WINDOWS Migration started (copying old Source data and mirroring new Source data to Target).

Migration

UNIX/Linux Sessions started (copying old Source data and mirroring new Source data to Target — comparable to a dd process/operation on a UNIX host).

WINDOWS Data copying completed, but still mirroring new Source data to Targets.

Mirroring

UNIX/Linux Sessions done (copying, but still mirroring new Source data to Targets).

The Migration state is the period where the impact to the application workload IO can be at its greatest, as this is the actual migration period.

Capabilities and Considerations

Table 3 lists capabilities and considerations in planning and design. For updates to this information, refer to the most recent release notes and other sources as listed in the Reference Documentation and Resources section.

Table 3. Capabilities and Considerations

Capabilities and Considerations

Version Description

Data migration to a different volume type

Windows OM/LM supports migration of both basic and dynamic

disks, as well as any fault-tolerant type. Source and destination volumes can be of dissimilar types and fault-tolerance levels. For example, OM/LM allows migration from a basic to a dynamic disk or from a striped disk to a spanned disk.

Data migration to a different volume type

UNIX/Linux OM/LM supports data migration from any type of source block devices to any type of target block devices. In other words, the software allows data migration at the block I/O level between all types of volumes, LUNs, LUN partitions, and devices. Data migration to a

different volume size; target volume file system extension

Windows Windows NT file system (NTFS) can be migrated

from smaller to larger volumes, or between equal-sized volumes. OM/LM adjusts the NTFS file systems automatically for the target volumes.

References

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