VMware#

Installation requirements#

OVA with Hystax Migration (provided by request)
Resources to launch a virtual machine disk created from the Hystax Migration Golden image:
- 8 vCPUs,
- 16GB RAM,
- 200GB SSD disk.
Hystax Migration Cloud Agent requires at least 2 vCPUs and 4GB RAM
A user with administrative permissions to operate VMware APIs
SMTP server with TLS/SSL encryption
Security groups allowing the following traffic:
- Hystax Migration host:
  - Ingress -- tcp/443,
  - Ingress -- tcp/4443,
  - Ingress -- udp/12201.
- Hystax Cloud Agent (launched manually in the target ESXi or vCenter cluster):
  - Ingress -- tcp/80,
  - Ingress -- tcp/15000,
  - Egress -- tcp/443 (from Cloud Agent to ESXi/vCenter),
  - Egress -- tcp/udp 902 (from Cloud Agent to ESXi host).
Source network should have DHCP enabled to allow communication between Migration's components. If that is not possible, please assign static IPs for the instances by editing their network configuration. Find additional information in our Knowledge Base.

Permissions to access vCenter for the root folder:

Datastore.AllocateSpace
Network.Assign
Resource.AssignVMToPool
VirtualMachine.Config.AddRemoveDevice
VirtualMachine.Config.AdvancedConfig
VirtualMachine.Config.AddNewDisk
VirtualMachine.Config.CPUCount
VirtualMachine.Config.Memory
VirtualMachine.Config.RawDevice
VirtualMachine.Config.Settings
VirtualMachine.Interact.PowerOff
VirtualMachine.Interact.PowerOn
VirtualMachine.Inventory.Create
VirtualMachine.Provisioning.DiskRandomAccess
VirtualMachine.Provisioning.DiskRandomRead
VirtualMachine.State.CreateSnapshot
VirtualMachine.State.RemoveSnapshot
VirtualMachine.State.RevertToSnapshot
VirtualMachine.Inventory.Delete
VirtualMachine.Config.Rename
VirtualMachine.Config.UpgradeVirtualHardware
StorageProfile.View

Permissions to access vCloud Director:

vApp: Create / Reconfigure
vApp: Edit Properties
vApp: Edit VM CPU
vApp: Edit VM Memory
vApp: Edit VM Network
vApp: Edit VM Properties
vApp: Power Operations
Disk: Create
Organization vDC: View
Organization vDC Network: View Properties
Organization Network: View

Installation steps#

Cloud configuration#

Create a machine from the OVA with Hystax Migration and start it.

Pass Migration initial configuration#

Wait 10-20 minutes for the platform to boot up, open a web browser and go to https://<PLATFORM_IP_ADDRESS>/. Please accept the certificate warnings to be redirected to the initial configuration page.

If the platform is inaccessible, refer to this instruction.

Step 1. Admin user creation.

Enter an organization name and the new Hystax Admin User credentials into the Setup Wizard. This is the user account for logging in to the Hystax Migration Control Panel and managing the system. If there are any errors, the system notifies you.

Initial product configuration - Setup Wizard Step 1: Admin user creation

Step 2. SMTP configuration.

Fill in your Hystax License key that was supposed to be shared with you in advance as well as the settings for accessing your mail server, which is used to send notifications from Migration and generate periodic reports.

Warning

SMTP server with TLS/SSL encryption is required to proceed with deployment.

If you prefer a public SMTP server associated with your email address (gmail, yahoo etc.), please find its settings online. In case of a private SMTP server, contact your network administrator for further details.

A sample notification is sent to the specified "Test email" to verify the functionality when you click "Next".

Initial product configuration - Setup Wizard Step 2: SMTP configuration

Step 3. Target cloud configuration.

Fill in all the fields by providing cloud configuration details. Use question mark icons to get hints on the fields. After you click "Next", the Setup Wizard validates the entered data and notifies you in case of an error.

Initial product configuration - Setup Wizard Step 3: VMware target cloud configuration

Detailed description of the fields.

Click "Next" to start cloud validation.

Step 4. Log in.

Installation is complete, and you can now log in to the Migration Control Panel (ACP) using credentials entered in the first step.

Initial product configuration - Setup Wizard Step 4: Login

Congratulations, you are now ready to use Migration! Just enter the administrator username and password specified on the first step of installation in the login page of the platform.

Installation with vCloud Director#

In case of using vCD in your VMware setup, check the corresponding box at Step 3 and fill in the extra mandatory fields needed to access the target environment.

Warning

Migration requires at least Organization Admin credentials to operate with vCloud.

Initial product configuration - Setup Wizard Step 3: VMware with vCloud Director target cloud configuration

Detailed description of the fields.