Application Note:
P2V/V2V with DoubleTake Move and the Scale
HC3 Cluster
Version 2.0
Table of Contents
Introduction........................................................................................................................................................... 2
About Double-Take Move .................................................................................................................................... 2
About the HC3 Cluster......................................................................................................................................... 2
Preparation and Software Requirements for this Application Note................................................................ 2
Equipment Requirements for this Application Note ......................................................................................... 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 ................................................................ 4
Transfer Your Source Machine to Your Target VM ........................................................................................ 5
Resources ............................................................................................................................................................... 5
Provide Feedback or Contact Support ............................................................................................................... 5
Disclaimer .............................................................................................................................................................. 6
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Introduction
This application note describes how to use Double-Take Move and a Scale HC3 cluster to transfer a virtual or
physical machine directly onto the HC3 cluster. 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 Scale Computing’s HC3 Cluster
Scale’s HC3 cluster 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 improved management efficiency.
Preparation and Software Requirements for this Application Note
Prior to using DoubleTake Move for a P2V or V2V transfer you should prepare in the following way:
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Meet all of Double-Take Move’s requirements for use with your source and target machine. For more
information, refer to the product user guide.
Make sure all your machines are joined to the same domain.
Ensure all machines involved in the failover have been given machine names you can use to reference
them.
Know how to create a VM. Instructions for creating a VM are provided in the Scale Computing User
Guide.
Equipment Requirements for this Application Note
Prior to using Double-Take Move for a physical-to-virtual (P2V) transfer, you should meet the following
requirements:
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Use a machine other than the source and target machine to set up and manage the P2V process.
Have a configured HC3 cluster available for use.
Have a virtual or physical source machine for conducting a P2V transfer to the HC3 cluster.
Be familiar with the Virtualization tab in the Scale Cluster Manager. 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 HC3 cluster, be sure you have the appropriate license for each machine.
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Have a mouse with two buttons available, because on some Macs, right click cannot 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.
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 (http://visionsolutions.com/Products/DTMove.aspx).
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 Add Server icon (the icon furthest to the left).
The Add Server screen appears.
7. Click the Automatic Discovery tab.
8. Click Discover.
The Double-Take Console tries to discover servers for you. If your machines are properly joined to the
same domain (they should be for this process), the Double-Take Console discovers the machines for
you.
9. If a list of servers is returned, remove the machines you do not want added. Do this by highlighting the
unwanted machines.
10. Click Remove. The Double-Take Console removes the unwanted machines.
NOTE: If you do not see any machines returned, you can use the Manual Entry tab to add
machines. It is recommended that you use the Automatic Discovery tab if possible, since
when this tab works it is an indication you have joined your machines to the same domain
correctly.
11. 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.
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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.)
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.
Double-Take Move starts installing 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. From the list of choices across the top of the Home screen, click Get Started.
2. Double click Double-Take Move.
The Choose Source Server screen opens.
3. Highlight your source machine and click Next.
The Choose Data screen opens.
4. Under Workload types, click Full Server Migration.
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5. Click Next.
The Choose Target Server screen opens.
6. Highlight your target VM and click Next.
The Set Options screen opens.
7. 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.
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 the job to open the context menu.
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.
You have successfully migrated your source machine to your VM.
Resources
Scale strongly recommends reviewing Double-Take’s product documentation. It provides details about
requirements for failover, as well as instructions for using Double-Take products.
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 (1-877-722-5359), 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.
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If you are in Europe, you can contact the UK based Scale Computing Technical Support Team here: 0808 234
0699.
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 for the HC3 cluster. Scale Computing is not
responsible for, and expressly disclaims all liability for, any issues or damages of any kind arising
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