Pre-Assessment

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Pre-Assessment Report Overview

The Tranzman Appliance streamlines pre-validation and site surveys using automated checks in the TZM Pre-Assessment.
This process helps consultants identify and resolve pre-existing issues in the backup environment before migration begins.

Assessment Checks & Usage

  • The number of checks depends on the migration personality and the origin/destination environments.
  • Same Vendor Migration includes additional checks. Always use the latest patch for new checks.
  • For SPLITS or MERGERS, verify results for each migration pair. Take care when merging objects with the same name.
  • If no immediate fix is available for an issue, Stone Ram Support will add new checks to notify in advance as part of Pre-Assessment.

🛈 Always run the latest patch to benefit from the newest checks and notifications.

Running Pre-Assessment

  1. Navigate to Tasks → Pre-Assessment in the TZM web UI and click Start Pre-Assessment.
  2. Multiple checks are run; tests can be rerun to verify failed tests.
  3. The Logs icon provides the latest assessment activity logs.
Pre assessment.jpg
Pre assessment result.jpg

NetBackup-to-NetBackup Migration Checks

  • 28 Individual Checks for pre-existing issues in origin or destination.
  • 17 Comparison Checks for migration component issues between origin and destination.
  • 17 Advisory Checks for environment limitations (may require manual actions).
  • 9 Advisory comparison checks for limitations/manual actions that may need addressing.

Analysing Pre-Assessment Report

  • Red triangle: Issue to resolve or acknowledge (click for details).
  • Grey check: Test ran without issue.
  • Grey dash: Test not applicable/skipped.
  • Blue info: More information, not critical.
  • Green check: Test acknowledged.

Note: All Red triangle issues must be resolved, retested, or acknowledged before starting migration.

Pre assessment analyse.jpg

Generating & Downloading Pre-Assessment Report

  1. Go to Tasks → Download and click Generate documents to create the Pre-Assessment report.
  2. Report is generated only during the Selections phase.
  3. An evidence file is created with all test data from the Pre-Assessment.
  4. Three documents per selection pair are available for download:
    • tranzman_Assessment_XXXXXXXXXX_origin-name_destination-name.odt
    • tranzman_Engagement_Plan_XXXXXXXXXX_origin-name_destination-name.odt
    • tranzman_Environments_XXXXXXXXXX_origin-name_destination-name.odt

    These .odt files can be viewed/edited using MS Word or LibreOffice.

Pre assessment generate report.jpg

Editing & Working on Issues

  • Edit the document only to add info on highlighted issues.
  • For merges, combine multiple documents into one.
  • Customer is responsible for resolving issues identified in the report.
  • Unresolved issues before migration: deselect affected components (Tranzman cannot migrate invalid/inconsistent components).
  • Multiple issues may impact project dates; consider change control procedures.
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