5225 Exploration Drive
Indianapolis, IN 46241
Phone: 877-SCALE-59
E-Mail: [email protected]
Web: www.scalecomputing.com
Application Note:
P2V with DoubleTake Move and the
3
Scale HC
Version 1
Table of Contents
Introduction........................................................................................................ 1
About Double-Take Move........................................................................................ 1
About the Scale HC3 System .................................................................................... 1
Requirements for this Application Note...................................................................... 2
Set IP for VM ....................................................................................................... 2
Prepare the Source Machine and VM for Transfer ......................................................... 3
Install and Activate Double-Take Move for Your Source Machine and VM ............................ 4
Configure Transfer for Your Source Machine to Your Target VM ....................................... 5
Transfer Your Source Machine to Your Target VM ......................................................... 5
Clean Up the Target VM ......................................................................................... 6
Provide Feedback or Contact Support........................................................................ 6
Introduction
This application note describes how to use Double-Take Move and a Scale Computing HC3 system to
transfer a machine directly onto Scale’s HC3 platform. The material provided here is for advanced
users, and assumes you are migrating a Windows machine.
NOTE : This walkthrough provides instructions for moving to a virtual machine (VM) with Windows
2008 R2 installed on it. You can use different Windows operating systems, but be aware that the
instructions for conducting the transfer may differ somewhat.
NOTE : This walkthrough is for a single transfer. You can use Double-Take Move to perform multiple
transfers at once from a single machine.
About Double-Take Move
Double-Take Move allows you to migrate physical and virtual workloads with real-time replication
from a single, intuitive user console. It will migrate your entire environment, including the file
system, permissions, attributes, compression and encryption settings without suspending
production operations.
About the Scale HC3 System
Scale HC3 combines the benefits of server virtualization and shared storage into a converged IT
infrastructure platform where virtualized workloads have direct access to a distributed, scalable
pool of shared storage and compute resources. The cluster eliminates complex virtualization and
storage architectures for greater cost savings and management efficiencies from consolidation.
Requirements for this Application Note
Prior to using Double-Take Move for a physical-to-virtual (P2V) transfer, you should meet the
following requirements:
•
•
•
•
•
•
•
•
Meet all of Double-Take Move’s requirements for use with your source machine. For more
information, refer to the product user guide.
Have a configured Scale Computing HC3 available for use.
Have a virtual or physical source machine for conducting a P2V transfer to the Scale
Computing HC3.
Know how to create a VM. Instructions for creating a VM are provided in the Scale
Computing User Guide.
Be familiar with the Virtualization tab in the Scale HC3 user interface. You should know how
to start a VM and launch a console window.
Have at least one source and target machine license from Double-Take Move. If you plan to
move multiple machines to the Scale HC3, be sure you have the appropriate license for each
machine.
On some Macs, you may need to have a mouse with two buttons available, since right click
can not always be mimicked on VM consoles with a Mac mouse.
Have a VM set up with Windows installed on it. In the case of this walkthrough, Windows
2008 R2 is used.
Set IP for VM
To work with Double-Take Move, you must assign an IP address to your target VM that the source
machine can use to access it. Take the following steps to assign the IP address:
1.
2.
3.
4.
Click Start. The Start menu appears.
In the Search box at the bottom of the screen, type cmd.
From the list of options returned, click cmd. A terminal window opens.
Type ipconfig. Make a note of the information provided, which should look like the data
displayed in “Figure 1 - VM IP Address.”
Figure 1 - VM IP Address
5. Click Start.
6. In the Search box, type network and sharing center.
7. From the list of returned choices, click Network and Sharing Center. The Network and
Sharing Center opens.
8. Click Change adapter settings. The Network Connections screen opens.
9. Right click Red Hat VirtIO Ethernet Adapter. A menu appears.
10. Click Properties. The Local Area Connection Properties screen appears.
11. Highlight Internet Protocol Version 4 (TCP/IPv4) and click Properties. The Internet
Protocol Version 4 (TCP/IPv4) Properties screen appears.
12. Click Use the following IP address.
13. For IP address, enter the IPv4 Address you saw in the terminal window. You should also
enter the Subnet mask and the Default gateway.
14. Click OK.
You have now assigned an IP address to your VM, which your source machine can now use to access
the machine.
Prepare the Source Machine and VM for Transfer
To use Double-Take Move with your source machine, take the following steps:
1. Download Double-Take Console from Vision Solutions (www.visionsolutions.com).
Instructions for obtaining login credentials and licensing for the product are provided on
their website.
2. Install Double-Take Console on the machine you want to use to manage transfers. You can
use the source machine if you like, however after failover from this machine, Double-Take
Move will shut it down. It is recommended that you use another machine to manage the
transfer. This document will refer to the machine managing the transfer as the managing
server.
3. On your managing server, click Start. The Start menu opens.
4. From the list of choices provided, click Double-Take Console. The product opens on the
Home screen.
5. From the list of choices across the top of the Home screen, click Manage Servers. The
Manage Servers screen appears.
6. From the list of icons, click the one furthest to the left. If you hover your mouse over it, it
says Add Server. The Add Server screen appears.
7. Click the Automatic Discovery tab.
8. Click Discover. Double-Take Move tries to discover servers for you.
9. If a list of servers is returned, highlight the machines you want to add (one source and one
target machine for this walkthrough), and click OK. If no servers are returned, or you do not
see the one you want, skip ahead to the next step.
10. Click the Manual Entry tab.
11. In the Server field, enter the name of your source machine, or its IP address.
12. Using the User name and Password fields, enter the login credentials for your server.
13. Click Add.
14. The server will appear in the panel on the right, in the Servers to be added panel.
15. Repeat steps 11-13 for the target VM. For the Server field, enter the IP address you assigned
to the VM.
16. When both machines appear in the Servers to be added panel, click OK. You are returned to
the Manage Servers screen.
You are now ready to activate Double-Take Move for each machine.
Install and Activate Double-Take Move for Your Source Machine and VM
Depending on your licensing arrangement, you can activate multiple machines at once, or
individually. This walkthrough shows you how to activate your source and target machine
individually. To activate Double-Take Move on both machines, take the following steps:
1. In the Double-Take Console, on the Manage Servers screen, highlight the source machine
you want to install Double-Take Move on.
2. From the toolbar at the top of the screen, click the Install button. (The Install button is the
sixth button from the left and has a small white “+” with a green circle around it. A screen
providing installation options opens.
3. Click Set Activation codes.
4. Enter the license information and click OK.
5. It is recommended that you use the suggested settings provided for Default Installation
Options. If you do want to alter the settings, click Default Installation options to review and
adjust.
6. Click Installation Schedule.
7. Choose the installation schedule that suits your need. For the purpose of this walkthrough,
click Install now.
8. Click Install. This will start installing Double-Take Move on your source machine.
9. Repeat steps 1-8 on your target machine.
You have now successfully installed Double-Take Move and activated your source and target
machines. You are ready to begin the transfer.
Configure Transfer for Your Source Machine to Your Target VM
On your managing server, in the Double-Take-Console, take the following steps to transfer your
source machine to your target VM:
1.
2.
3.
4.
5.
6.
7.
From the list of choices across the top of the Home screen, click Get Started.
Double click Double-Take Move. The Choose Source Server screen opens.
Highlight your source machine and click Next. The Choose Data screen opens.
Under Workload types, click Full Server Migration.
Click Next. The Choose Target Server screen opens.
Highlight your target VM and click Next. The Set Options screen opens.
For the purpose of this walkthrough, leave all the setting as they are and click Next. The
Summary screen opens.
NOTE: You can use the Set Options screen to set parameters for how and when your source
machine will failover to your target VM. This walkthrough is using the failover properties to
conduct a P2V transfer, and will keep the process simple. If you want to explore more
options, consult the user guide for Double-Take Move.
8. The Summary screen displays a checklist of items that need to be complete. Target route
will present a warning. Ignore this warning, and click Finish. You are taken to the Manage
Jobs screen, where you can see the status of the job. It takes a little while for everything to
complete.
9. When the job says
When the job completes, you are ready to migrate your source machine to your target machine.
Transfer Your Source Machine to Your Target VM
This section describes how to kick off the failover process that will migrate all the data on your
source machine to your target VM. Take the following steps:
1. On the Manage Jobs screen, right click on the job. A menu appears.
2. Click Failover or Cutover. The source machine will failover to the target VM.
NOTE: You cannot undo a failover once it completes, so be sure you want to migrate
everything over to the target VM.
After the source machine fails over to the target VM, it will shutdown so you do not have
overlapping addresses.
If there is a power outage or other interruption during the transfer, you may need to remove the
target VM from the list of servers, collect the newly assigned IP address for the VM, re-add it, and
begin the job again.
Clean Up the Target VM
After migration from the source machine to the VM completes, you need to unassign the IP address
you set for the VM. Take the following steps:
1. In the Search box, type network and sharing center.
2. From the list of returned choices, click Network and Sharing Center. The Network and
Sharing Center opens.
3. Click Change adapter settings. The Network Connections screen opens.
4. Right click Red Hat VirtIO Ethernet Adapter. A menu appears.
5. Click Properties. The Local Area Connection Properties screen appears.
6. Highlight Internet Protocol Version 4 (TCP/IPv4) and click Properties. The Internet
Protocol Version 4 (TCP/IPv4) Properties screen appears.
7. Choose Obtain DNS server address automatically. Make sure Obtain an IP address
automatically is also selected (it should be by default).
8. Click OK.
You have successfully migrated your source machine to your VM.
Provide Feedback or Contact Support
If you have comments or suggestions regarding this document or other Scale Computing
documentation, you can send them to [email protected].
If you need help, call +1-877-SCALE-59 (877-722-5359), and someone from the Scale Computing
Technical Support Team will be happy to help you. You can also email Scale Computing Technical
Support at [email protected] or find them on the web at http://scalecomputing.com.
Disclaimer
This document is meant to filter the information in the open source community around P2V and
Vision Solutions Double-Take as it relates to the Scale Computing HC3 product. Double-Take is not
a product of Scale Computing and is not covered under the support and warranty of HC3. Scale
Computing is not responsible for, and expressly disclaims all liability for, any issues or damages of
any kind arising out of use of Double-Take.