16.9 Bulk Edit for Multiple Target Workloads

The Bulk Edit function is a powerful editor that enables you to apply the same parameter setting to multiple selected workloads at a time. Each parameter is independent, and can be applied separately against a set of selected workloads. Bulk Edit validates each value against the type of workload and other characteristics to ensure that the change is made only if the setting is a valid option for that workload. This safeguard enables you to concurrently edit a set of diverse workloads in a project that have a logical relationship that is meaningful to your network environment.

16.9.1 About Bulk Edit

The Bulk Edit dialog title area provides information about the number of workloads that you have preselected in the Workloads list before opening the Bulk Edit dialog. A System Administrator and users with Project Manager or Project Architect roles in multiple projects are able to select workloads across projects. Bulk edit allows editing based on the permissions of the roles associated with the logged in user.

The specified changes are performed for each selected workload if they are appropriate for the workload. Some changes might be skipped for a workload if the specified change or value is not valid for that workload. For example, changes for a Datastore apply only to workloads being migrated to a target VMware platform.

Some actions cannot be performed against a selected workload based on the workload state:

  • Submitted: Values for workloads in a Submitted or later state are not editable. You must withdraw the workload to return it to an editable state.

  • Completed: Values for workloads in a Completed state are not editable. You can reopen the workload to return it to an editable state. If the Completed state was initiated from a parent wave, batch, or project, you must reopen the parents first.

  • Manual (Tracking): For workloads in Manual (Tracking) mode, you can edit values only for Wave, Batch, and Notes settings.

The Bulk Edit Results dialog validates the requested changes against each pre-selected workload. It provides information about the number of workloads that are will be fully modified, partially modified, or with no changes. The Validation Results tab lists the workloads in each category and provides warnings for changes that might be difficult to undo after they are applied. Use this pre-check to decide whether to proceed with the requested changes on the selected workloads.

Table 16-2 describes values displayed in the Bulk Edit dialog header. It tallies the number of total workloads currently selected and the number of projects represented in that list.

Table 16-2 Bulk Edit Status about Selected Workloads

Parameter

Description

Number of workloads selected

The number of workloads that you have preselected in the Workloads list before opening the Bulk Edit dialog.

Number of projects represented

A System Administrator and users with Project Manager or Project Architect roles in multiple projects are able to select workloads across projects.

The Bulk Edit dialog groups parameters in panels similar how they appear in the Workload dialog. Parameters reflect your choices in the dialog, and are shown or hidden as appropriate for the limiting parameters, such as platform type. Selecting a Project or Platform limits the changes to any selected workloads that are in the project or associated with the platform. You can reset a field by clicking its X. Reset all fields in a panel by clicking Clear.

NOTE:For workloads in Manual (tracking) mode, only the Wave and Batch settings can be edited. Other settings are controlled by the PlateSpin Migrate Server that is executing the migrations.

Table 16-3 identifies the parameters available in each panel. Limitations are noted.

Table 16-3 Bulk Edit Parameters

Parameter

Description

Transformation Plan

Project

The Project value is informational if you preset the Global Project Selector. All selected workloads belong to that project.

If you select any of the project-specific parameters, the Project value represents the project related to your selected value. All remaining project-related parameter values are restricted based on that choice.

Wave

This option reflects the parent wave of the target batch and sets the Project value if it is not set.

Batch

Set the target batch assignment for the selected workloads. It sets the parent wave and project if they are not set.

Each workload inherits the dates from the newly assigned batch. Manual date settings override inheritance. If manual dates fall outside the new execution window, the affected dates display in a red font in the Workloads list and the Workload dialog.

Remove from Batch and Wave

Move selected workloads out of their current assigned batches and waves.

Start Date

Set the start date of the transformation execution.

Start Time

Set the time of day to begin the transformation execution. Select from a list of times in 15-minute increments. The time is based on the time zone of the PlateSpin Migrate server that you will use to execute the migration.

NOTE:The actual start time might be delayed by a few minutes, based on the PlateSpin Migrate Connector polling interval for the PlateSpin Migrate server. The default interval is 5 minutes (300 seconds).

Cutover Date

Set the cutover date for the workload.

Cutover Time

Set the time of day to begin the cutover execution. Select from a list of times in 15-minute increments. The time is based on the time zone of the PlateSpin Migrate server that you will use to execute the migration.

If the Start Date and Cutover Date are the same, the Cutover Time must be after the Start time.

NOTE:The actual start time might be delayed by a few minutes, based on the PlateSpin Migrate Connector polling interval for the PlateSpin Migrate server. The default interval is 5 minutes (300 seconds).

Transformation Method

Specify the transformation method:

  • Automated

  • Decommission

  • Manual

Migration Server

Change the Migration Server resource:

  • From any value to the new specified value.

  • From a specified value to a new specified value.

  • Auto Assign

On Hold

Select True to pause the workload transformation workflow for the selected workloads.

Location

Platform

Set the Platform to restrict changes to the selected workloads that are associated with that platform. It sets the parent project if it is not set.

The Location panel shows only the fields appropriate for the platform type of the specified platform.

Location

(Azure) Select the location from the list available for the selected target Azure platform.

Cluster

(VMware) Select the cluster from the list of available clusters for the selected VMware vCenter server.

Cluster Host

(VMware) Select the host from the list of available hosts for the selected VMware vCenter server.

Unassign Cluster Host

(VMware) Remove assignment for any selected host.

VM Config Datastore

(VMware)

For any Datastore, change the Datastore resource:

  • From any value to the specified value.

  • From a specified value to a new specified value.

Migration Settings

Disk Copy Method

Set the disk copy method: block with driver (reboot is required), block without driver, and file.

Replication NIC

(Azure) Already selected; uses the NIC designated as Primary.

(VMware) If there are multiple NICs, uses the first NIC in the list.

Network

Change the Network resource to use for the Replication:

  • From any network to the new specified network.

  • From a specified network to a new specified network.

Subnet

(Azure)

Change the Subnet resource to use for the Replication:

  • From any subnet to the specified value.

  • From a specified subnet to a new specified value.

Enable DHCP

Select to enable DHCP for IP address assignment.

Resource Group

(Azure)

Change the Resource Group resource:

  • From any resource group to the specified value.

  • From a specified resource group to a new specified value.

Workload

Workgroup/Domain Name

Type the domain workgroup or domain name.

Domain

Select the check box to indicate that the provided name is a domain.

Domain Credential

For any Domain Admin Credential, change the Credential resource:

  • From any value to the specified value.

  • From a specified value to a new specified value.

Admin Credential

For any Admin Credential, change the Credential resource:

  • From any value to the specified value.

  • From a specified value to a new specified value.

Machine Size

(Azure) Set the VM instance size to use for target VMs in Azure.

Resource Group

(Azure)

For any Resource Group, change the Resource Group resource:

  • From any value to the specified value.

  • From a specified value to a new specified value.

Amount of RAM

(VMware) Set the size of the memory for the target VMs.

# Sockets

(VMware) Set the number of sockets for the target VMs.

# Cores

(VMware) Set the number of cores for the target VMs.

Network Interfaces

NIC

Set any NIC, or specify the NIC to be modified.

(Azure) If there are multiple NICs, specify which NIC will be used as the Primary NIC>

Network

Change the network:

  • From any network to the new specified network.

  • From a specified network to a new specified network.

Subnet

(Azure) Change the Subnet resource:

  • From any subnet to the specified value.

  • From a specified subnet to a new specified value.

Enable DHCP

Select to enable DHCP for IP address assignment.

Resource Group

(Azure) Change the Resource Group resource:

  • From any resource group to the specified value.

  • From a specified resource group to a new specified value.

Storage

Datastore

(VMware) Change the Datastore resource:

  • From any datastore to the specified value.

  • From a specified datastore to a new specified value.

Storage Accounts

(Azure) Change the Storage Account resource:

  • From any storage account to the specified value.

  • From a specified storage account to a new specified value.

Testing Settings

Workgroup/Domain

Set the Domain or Workgroup where you want to a apply changes for the Testing Network.

Domain

Select the check box to indicate that the provided name is a domain.

Domain Credential

For any Domain Credential, change the Credential resource:

  • From any value to the specified value.

  • From a specified value to a new specified value.

Test NIC

Set any NIC, or specify the NIC to be modified.

(Azure) If there are multiple NICs, specify which NIC will be used as the Primary NIC>

Network

Change the network:

  • From any network to the new specified network.

  • From a specified network to a new specified network.

Subnet

Change the Subnet resource:

  • From any subnet to the specified value.

  • From a specified subnet to a new specified value.

Enable DHCP

Select to enable DHCP for IP address assignment.

Resource Group

Change the Resource Group resource:

  • From any resource group to the specified value.

  • From a specified resource group to a new specified value.

Custom Fields

Custom Fields

For each field, set the value to the specified value.

NOTE:The custom fields display only when a single project is actively selected or specified by the Global Project Selector.

Applications

Add Application

Set an application to be added to selected workloads.

After you select an application, another list displays where you can set another application to be added.

Transformation History

Add Note

Type a note to be added to selected workloads.

After you type one note, another Note field displays where you can type another note to be added.

16.9.2 Selecting Workloads for Bulk Edit

Before you open the Bulk Edit dialog, use the Global Project Selector, Filter, Advanced Search, sort, and multiple select functions to refine the Workloads list and select the workloads for action. You can pre-select any number of workloads for concurrent bulk editing actions.

To select the workloads for a bulk edit action:

  1. (Conditional) To work with workloads for a single project, click the Project Selector, then select the project of interest.

  2. In the Web Interface, select Planning in the toolbar, then select the Workloads tab.

  3. Use the Filter and Advanced Search options to refine the workloads list.

  4. Use the multiple-select functions to select one or more workloads that you want to modify in the same way.

  5. Pause over the Workloads tab to view the number of workloads currently in the list, and the number of workloads that are selected.

  6. Continue with Section 16.9.3, Applying a Bulk Edit.

16.9.3 Applying a Bulk Edit

After your selection is ready, use the Bulk Edit dialog to specify values for one or more parameters in the selected workloads.

To perform a bulk edit:

  1. After you select the workloads for action, click Bulk Edit.

  2. Specify the information you want to change for the selected workloads.

  3. Click Apply.

  4. Review the Bulk Edit Results report to understand the potential outcome and issues.

    • All

    • Fully modified

    • Partially modified

    • No changes

    • Warnings

    • No warnings

    You can use the Filter to search for particular workloads or conditions. Click to clear the filter.

  5. Click Proceed, or click Cancel.

    Workloads placed in an On Hold status are dimmed in the Workloads list.