* Windows Server 2019 with the SMS Proxy installed will automatically open and close correct firewall ports during migrations
2. Ensure the latest Storage Migration Service extension is in the Tools menu (if not, install the extension ) and click it.
3. Observe the landing page. There is a summary that lists all active and completed jobs. Jobs contain one or more source computers to inventory, transfer, and cutover as part of a migration.
4. You are about to begin the Inventory. Click New Job . Enter a job name, click Next.
5. Enter Source Credentials that are an administrator on your source (to be migrated from) computers and click Next.
6. Click Add Device and add one or more source computers. These must be Windows Server and should contain SMB Shares with test data on them that you want to migrate.
7. Click Start Scan and wait for the inventory to complete.
8. Observe the results. You can open the Details at the bottom of the page with the caret in the lower right. When done reviewing, click Finish Inventory .
9. You are now in the Transfer You are always free to return to the Inventory phase and redefine what it gathers, get rid of the job, create a new job, or proceed forward to data transfer. As you can see, each phase operates in a similar fashion by providing credentials, setting rules, defining nodes, then running in a result screen.
10. Provide credentials, destination computers mapped to the source computers, ensure each server you wish to migrate is set to Included in transfer, review your settings, validate the proposed transfer, then proceed with Start Transfer .
11. Observe the migration. You will see data transfers occur in relative real time (periodically refreshed) as the orchestrator copies data between source and destination nodes. When complete, examine the destination server and you’ll find that Storage Migration Service recreated all shares, folders, and files with matching security, attributes, characteristics (see Known Issues below for not-yet-released functionality here). . Note the Export options that allows you to save a complete database dump of the transfer operations for auditing purposes.
12. Move to the cutover phase.
13. Note that the destination credentials are preserved (but can be changed).
14. Pair the network interfaces between source and destination NICs so that IP addresses can be moved. You have the option to move the old source computer to DHCP or use a new static IP address. You also have the option to randomly rename the old source computer or specify a new name, as the destination will take over the old name as part of cutover.
15. Validate the cutover preparedness, then begin the cutover and allow the destination computer to take over the network and names of the old source. Both source and destination will reboot several times apiece. The progress bar will show how far until the operation completes.
Cutover time to completion depends on:
a. Server reboot times
b. AD Replication time (for domain joins and computer accounts being known to all users)
c. DNS replication time
16. When cutover completes, migration is done. Your old servers are renamed and have new network configurations so that they are inaccessible to users and applications, but still retain all data and shares. The new servers now assume all duties of the computers they replaced, and users cannot tell that anything changed.
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