18.6 Discovering Details for Source Workloads

Before you configure a migration job, you must discover and perform an inventory of the workload. The inventory collects information about the workload such as the server host name, amount of RAM, number of cores and processors, storage disks and volumes, NICs and applications and their start states.

18.6.1 Workload Discovery in the Migrate Client

In the PlateSpin Migrate Client, you can use the Discover Details option in the Servers view to discover and perform an inventory for physical or virtual machines:

  • An individual Windows workload

  • An individual Linux workload

  • Multiple Windows or Linux workloads at a time

Before starting discovery operations, ensure that PlateSpin Server can communicate with your source workloads. See Requirements for Discovery.

To discover workloads using Migrate Client:

  1. On the Migrate Client toolbar, click Discover Details.

    or

    In the Servers view, right-click in a blank area, then select Discover Details.

    or

    In the Servers view, right-click a Windows workload that has been populated through network discovery. then select Discover Details.

  2. In the Discover Details dialog box, type the host name or IP address of the source workload.

    To discover multiple machines at a time, specify multiple host names or IP addresses separated by semicolons. If the machine is behind a NAT device, specify its public (external) IP address.

    See Migrations Across Public and Private Networks through NAT.

  3. Select the machine type for the source workload

    • Windows

    • Linux

  4. Provide administrator credentials for the machine you are discovering.

    See Discovery Guidelines for Source Workloads.

  5. (Optional) If you want to store these credentials for use during future jobs, enable the Save (Encrypted Locally) option.

  6. Click Discover and wait for the process to complete.

  7. (Optional) If you want to monitor the progress of the job, switch to the Jobs view.

18.6.2 Workload Discovery in the Migrate Web Interface

To migrate a workload through the Web Interface, you must first add (or discover) the workload.

PlateSpin Migrate Web Interface supports discovery of a physical, virtual, or cloud-based machine:

  • An individual Windows workload

  • An individual Linux workload

Before you discover a workload, ensure that PlateSpin Server can communicate with your source workloads. See Requirements for Discovery.

To discover a workload:

  1. In the PlateSpin Migrate Web Interface, click Workloads > Add Workload.

    Alternatively, you can click the Add Workload option on the Dashboard page.

  2. Specify the host name or the IP address of the workload you want to add.

  3. Select the type of workload.

  4. Specify the credentials to connect to the workload.

  5. Click Add Workload to discover the workload and list it on the Workloads page.