Difference between revisions of "Pre-Assessment"

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__TOC__
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<br>
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<br>
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<div style="background-color:#edf7ff; padding: 1.5rem; border-radius:8px; max-width:80%; margin: 0 auto; margin-bottom:2rem;">
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  <h1 style="border-bottom:none; font-size:2.5em; font-weight:bold; text-align:center;">Pre-Assessment Report Overview</h1>
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  <p style="font-size:1.2em; text-align:left;">
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    The Tranzman Appliance streamlines pre-validation and site surveys using automated checks in the <b>TZM Pre-Assessment</b>.<br>
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    This process helps consultants identify and resolve pre-existing issues in the backup environment before migration begins.
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  </p>
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</div>
  
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== Headline==
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<div style="max-width:80%; margin: 0 auto;">
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The Tranzman Appliance can be used to carry out Pre-Assessment checks, allowing consultants to highlight pre-existing issues in the backup environment which needs to be resolved
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  <div style="background-color:#fffbf4; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
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before the migration takes place.
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    <h2 style="border-bottom:2px solid #ffe0b2; padding-bottom:0.5rem; font-size:1.5em;">Assessment Checks & Usage</h2>
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li>The number of checks depends on the migration personality and the origin/destination environments.</li>
 +
      <li><b>Same Vendor Migration</b> includes additional checks. Always use the latest patch for new checks.</li>
 +
      <li>For <b>SPLITS</b> or <b>MERGERS</b>, verify results for each migration pair. Take care when merging objects with the same name.</li>
 +
      <li>If no immediate fix is available for an issue, Stone Ram Support will add new checks to notify in advance as part of <b>Pre-Assessment</b>.</li>
 +
    </ul>
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    <div style="background-color:#f8e2b3; padding:0.2rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); font-size:1em; margin: 0 auto;">
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      <p>🛈 <i>Always run the latest patch to benefit from the newest checks and notifications.</i></p>
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    </div>
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  </div>
  
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===Step 1===
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  <div style="background-color:#fef3f7; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
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    <h2 style="border-bottom:2px solid #f8bbd0; padding-bottom:0.5rem; font-size:1.5em;">Running Pre-Assessment</h2>
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    <ol style="font-size:1.1em; margin-left:2em;">
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      <li>Navigate to <b>Tasks &rarr; Pre-Assessment</b> in the TZM web UI and click <b>Start Pre-Assessment</b>.</li>
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      <li>Multiple checks are run; tests can be rerun to verify failed tests.</li>
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      <li>The <b>Logs</b> icon provides the latest assessment activity logs.</li>
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    </ol>
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    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment.jpg | 700px]]</div>
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    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment_result.jpg | 700px]]</div>
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  </div>
  
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Go to <b>Validation</b> on the sidebar and click on <b>Pre-Assessment</b>.The page should look something like as shown below.
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  <div style="background-color:#eff8f0; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
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    <h2 style="border-bottom:2px solid #c8e6c9; padding-bottom:0.5rem; font-size:1.5em;">NetBackup-to-NetBackup Migration Checks</h2>
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li>28 Individual Checks for pre-existing issues in origin or destination.</li>
 +
      <li>17 Comparison Checks for migration component issues between origin and destination.</li>
 +
      <li>17 Advisory Checks for environment limitations (may require manual actions).</li>
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      <li>9 Advisory comparison checks for limitations/manual actions that may need addressing.</li>
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    </ul>
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  </div>
  
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  <div style="background-color:#fffbf4; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
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    <h2 style="border-bottom:2px solid #ffe0b2; padding-bottom:0.5rem; font-size:1.5em;">Analysing Pre-Assessment Report</h2>
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li><span style="color:#d32f2f;">Red triangle</span>: Issue to resolve or acknowledge (click for details).</li>
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      <li><span style="color:#616161;">Grey check</span>: Test ran without issue.</li>
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      <li><span style="color:#616161;">Grey dash</span>: Test not applicable/skipped.</li>
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      <li><span style="color:#1976d2;">Blue info</span>: More information, not critical.</li>
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      <li><span style="color:#388e3c;">Green check</span>: Test acknowledged.</li>
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    </ul>
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    <p><b>Note:</b> All Red triangle issues must be resolved, retested, or acknowledged before starting migration.</p>
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    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment_analyse.jpg | 700px]]</div>
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  </div>
  
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[[File:AssessmentPage.JPG | border|1100x800px]]
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  <div style="background-color:#fef3f7; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
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    <h2 style="border-bottom:2px solid #f8bbd0; padding-bottom:0.5rem; font-size:1.5em;">Generating & Downloading Pre-Assessment Report</h2>
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    <ol style="font-size:1.1em; margin-left:2em;">
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      <li>Go to <b>Tasks &rarr; Download</b> and click <b>Generate documents</b> to create the Pre-Assessment report.</li>
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      <li>Report is generated only during the <b>Selections</b> phase.</li>
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      <li>An evidence file is created with all test data from the Pre-Assessment.</li>
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      <li>Three documents per selection pair are available for download:
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        <ul>
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          <li><i>tranzman_Assessment_XXXXXXXXXX_origin-name_destination-name.odt</i></li>
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          <li><i>tranzman_Engagement_Plan_XXXXXXXXXX_origin-name_destination-name.odt</i></li>
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          <li><i>tranzman_Environments_XXXXXXXXXX_origin-name_destination-name.odt</i></li>
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        </ul>
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        <p>These <i>.odt</i> files can be viewed/edited using MS Word or LibreOffice.</p>
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      </li>
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    </ol>
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    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment_generate_report.jpg | 700px]]</div>
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  </div>
  
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  <div style="background-color:#eff8f0; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
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    <h2 style="border-bottom:2px solid #c8e6c9; padding-bottom:0.5rem; font-size:1.5em;">Editing & Working on Issues</h2>
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li>Edit the document only to add info on highlighted issues.</li>
 +
      <li>For merges, combine multiple documents into one.</li>
 +
      <li>Customer is responsible for resolving issues identified in the report.</li>
 +
      <li>Unresolved issues before migration: deselect affected components (Tranzman cannot migrate invalid/inconsistent components).</li>
 +
      <li>Multiple issues may impact project dates; consider change control procedures.</li>
 +
    </ul>
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  </div>
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</div>
  
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===Step 2===
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<div style="display:flex; justify-content:space-between; margin-top:2rem; padding:1rem; background-color:#ffffff; max-width:90%; margin: 2rem auto 0;">
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  <div style="text-align:left;">
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Click on [[File:RefreshButton.JPG | border|40x40px]] and this should start the Assessment job.The page will show the progress of the Assessment job. Wait for the job to finish.
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    [[Image:prev_icon.jpg|30px|link=Selections]] [[Selections|Previous]]
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  </div>
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  <div style="text-align:right;">
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[[File:Assessmentprogress.JPG | border|1100x800px]]
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    [[Image:next_icon.jpg|30px|link=Devices]] [[Devices|Next]]
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  </div>
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</div>
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===Step 3===
 
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Once Pre-Assessment is finished the webpage should look like below where there will be two sections of Issues and Limitations.
 
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Both sections of Issues and Limitations are further categorise in to Origin and Destination with respect to the test cases.
 
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Any inconsistency in either Origin or Destination will be seen with a [[File:Warning.JPG | border|20x20px]] icon.
 
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Make sure to resolve all the highlighted inconsistencies before proceeding with the migration.
 
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[[File:Pre-AssessmentPage.JPG | border|1100x800px]]
 
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===Step 4===
 
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Pre-Assessment also enables you to review your backup <b>Environments</b> configurations and <b>Migration Plan</b>  
 
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To view the <b>Migration Plan</b> go to <b>Validation->Migration Plan</b>.
 
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[[File:MigrationPlan.JPG | border|1100x800px]]
 
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To view summary of backup <b>Environments</b> go to <b>Validation->Environments</b>.
 
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[[File:Environments.JPG | border|1100x800px]]
 
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Note :- All the above steps are similar irrespective of type of migration.
 
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[[ Devices | Jump to Add Tape Library and NAS Connectors (For different vendor migration or recovery to files) ]]
 
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[[ Transition Readiness | Jump to Check Transition Readiness (For same vendor migration ) ]]
 
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[[ Migration Components | Return to Select Migration Components ]]
 

Latest revision as of 06:10, 12 September 2025



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.
   Prev icon.jpg Previous

   Next icon.jpg Next
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