3.0 Getting Started Checklist

Use this checklist to get acquainted with the Web Interface and set up a transformation project for your organization.

Table 3-1 Getting Started Checklist

Status

Task

For information, see

Log in to the Web Interface using your assigned PTM user account and password.

To ensure secure access, you should change your password after your first login, and then log in using your custom password.

Visibility of features, options, and data is based on the PTM roles you have been assigned.

Accessing the Web Interface

Changing a User Password

Familiarize yourself with the Web Interface.

Web Interface Toolbar

Global Project Selector

Bulk Actions

Show Links for Navigation URLs

Bookmarks

Custom Display for Lists

Multiple Item Selection in Lists

Create an organization.

See Managing Organizations in the PTM 2019.2 Administrator Guide.

Create a transformation project.

See Managing Projects in the PTM 2019.2 Administrator Guide.

Create one or more Waves for the project.

About Waves

Creating a Wave

For each Wave, create one or more Batches.

About Batches

Creating a Batch

Create user accounts for your project, and assign each user to project roles as appropriate.

See Managing Users in the PTM 2019.2 Administrator Guide.

Prepare one or more Import Spreadsheets for the project, or use Import with automated discovery.

Preparing an Import Spreadsheet

Importing Workloads with a Spreadsheet

Importing Workloads with the Import Dialog

Create applications that are available to target workloads as you define transformations.

About Applications

Creating Applications

Table A-8, Application Parameter

Create target platforms to discover resources that are available to target workloads as you define transformations.

Platforms

 

Create resources that are available to target platforms and workloads as you define transformations.

Resources

For each imported workload, use bulk edit or individual edit to define the transformation method and details for the target workload.

Overview of Workloads

Editing the Workload Transformation

Bulk Edit for Multiple Target Workloads

As a Project Architect, submit one or more workloads for transformation.

Status and Retry

Figure 16-1, The Transformation Workflow

Bulk Status Change for Multiple Target Workloads

(Automated Migration) As a Migration Specialist, monitor the workload transformations.

Requirements for Automated Migration

Status and Retry

(Manual Migration) As a Migration Specialist, execute the workload transformations, and update their transformation status in PTM.

Status and Retry

Figure 16-1, The Transformation Workflow

Bulk Status Change for Multiple Target Workloads

(Tracking External Migration) As a Migration Specialist, set up, configure, and execute migrations on the project’s PlateSpin Migrate servers. Monitor status changes in PTM that are received from the Migrate server.

Tracking External Workload Migrations

Monitor the project status by viewing core metrics and related reports in the real-time visual dashboard.

Workload Status

Viewing Workload Status Counts by Project, Wave, or Batch

What’s Happening

Bookmarks

Recently Viewed