Step 8: Test the solution using the automation scripts - Cloud Migration Factory on AWS

Step 8: Test the solution using the automation scripts

Import migration metadata into the factory

To start the migration process, download the server-list.csv file from the GitHub repository. The server-list.csv file is an example AWS MGN Service migration intake form to import the attributes for the in-scope source servers.

Note

The .csv file and the sample automation scripts were part of the package from the same GitHub repository.

You can customize the form for your migration by replacing the sample data with your specific server and application data. The following table details the data to replace to customize this solution for your migration needs.

Field name Required? Description
wave_name Yes The wave name is based on priority and application server dependencies. Obtain this identifier from your migration plan.
app_name Yes The names of the applications that are in-scope for migration. Confirm that your application grouping includes all the applications sharing the same servers.
aws_accountid Yes A 12-digit identifier for your AWS account located in your account profile. To access, select your account profile from the upper-right corner of the AWS Management Console and select My Account from the drop-down menu.
aws_region Yes AWS Region code. For example, us-east-1. Refer to the full Region code list.
server_name Yes The name of the on-premises servers that are in-scope for migration.
server_os_family Yes The operating system (OS) that is running on the in-scope source servers. Use either windows or linux since this solution supports only these operating systems.
server_os_version Yes

The version of the OS running on the in-scope source servers.

Note

Use the OS version, not the Kernel version, for example, use RHEL 7.1, Window Server 2012 R2, or CentOS 7.5, 7.6. Do not use Linux 3.xx, 4.xx, or Windows 8.1.x.

server_fqdn Yes The source server’s fully qualified domain name, which is the server name followed by the domain name. For example, server123.company.com.
server_tier Yes A label to identify whether the source server is a web, app, or a database server. We recommend designating the source server as app if the server functions as more than one tier, for example, if the server runs web, app, and database tiers together.
server_environment Yes A label to identify the server’s environment. For example, dev, test, prod, QA, or pre-prod.
r_type Yes A label to identify the migration strategy. For example, Retire, Retain, Relocate, Rehost, Repurchase, Replatform, Rearchitect, TBC.
subnet_IDs Yes The subnet ID for the target Amazon EC2 instance for the migration post-cutover.
securitygroup_IDs Yes The security group ID for the target Amazon EC2 instance for the migration post-cutover.
subnet_IDs_test Yes The target subnet ID for the source server that will be tested.
securitygroup_IDs_test Yes The target security group ID for the source server that will be tested.
instanceType Yes The Amazon EC2 instance type identified in the discovery and planning effort. For information about EC2 instance types, refer to Amazon EC2 Instance Types.
tenancy Yes The tenancy type, which is identified during the discovery and planning efforts. Use one of the following values to identify the tenancy: Shared, Dedicated, or Dedicated Host. You can use Shared as the default value unless an application’s license requires a specified type.
Tags No The tags for the server resources, such as CostCenter=123;BU=IT;Location=US
private_ip No The private IP for the target instance. If not included, instance will get an IP from DHCP.
iamRole No IAM role for the target instance. If not included, no IAM role will be attached to the target instance.
  1. Log in to the Cloud Migration Factory web console.

  2. Under Migration Management, select Import and choose Select file. Select the intake form you completed previously and choose Next.

  3. Review the changes and make sure you do not see any errors (information message is normal), and choose Next.

  4. Choose Upload to upload servers.

Access the domains

The sample automation scripts included with this solution connect to the in-scope source servers to automate migration tasks, such as the installation of the replication agent, and shutting down the source servers. In order to conduct a test run of the solution, a domain user with local admin permissions to the source servers is required, for Windows and Linux (sudo permissions) servers. If Linux is not in the domain, other users such as LDAP user with sudo permissions or a local sudo user may be used. For more information about automated migration tasks, refer to Automated migration activities using Migration Factory web console and Automated migration activities using command prompt.

Conduct a test run of the migration automation

This solution lets you conduct a test run of the migration automation. Using automation scripts, the migration process imports the data from the migration CSV file into the solution. Prerequisite checks are conducted for the source servers, the replication agent is pushed to the source servers, replication status is verified, and the target server is launched from the Migration Factory web interface. For step-by-step instructions on running a test, refer to Automated migration activities using Migration Factory web console and Automated migration activities using command prompt.