Difference between revisions of "Selections"

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__TOC__
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<br>
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<div style="background-color:#fde9e9; 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;">Selections Overview & Migration Rules</h1>
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  <p style="font-size:1.2em; text-align:left;">
 +
    <b>Selections</b> allow you to choose components for migration, providing granularity in selecting configurations, images, and other components.<br>
 +
    <ul style="text-align:left; margin:1em 0 0 2em;">
 +
      <li>Selections are enabled after adding servers to Tranzman and completing Discovery.</li>
 +
      <li>At least one migration pair (origin and destination) is required to enable selections.</li>
 +
      <li>Multiple migration pairs can be created for complex scenarios (e.g., 2-to-1 migrations).</li>
 +
    </ul>
 +
  </p>
 +
  <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;">
 +
    <p>πŸ›ˆ <i>Selections should be modified only before the transition is started. Changes after transition will invalidate the existing license.</i></p>
 +
  </div>
 +
</div>
  
βˆ’
== Headline ==
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<div style="max-width:80%; margin: 0 auto;">
 +
  <div style="background-color:#edf7ff; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
 +
    <h2 style="border-bottom:2px solid #bbdefb; padding-bottom:0.5rem; font-size:1.5em;">Creating Migration Pair</h2>
 +
    <ul>
 +
      <li>Select origin and destination servers from the drop-down list.</li>
 +
      <li>Navigate to <b>Tasks</b> β†’ <b>Selections</b> and click <b>Create a migration pair</b>.</li>
 +
      <li>For 2-to-1 migrations, create two selection pairs (each with an origin and destination).</li>
 +
    </ul>
 +
  </div>
  
βˆ’
Selections enables granularity for including objects for migration , this feature lets you select specific components for migration.Click on Actions on sidebar and you will find Selections under Actions.
+
  <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;">
 +
    <h2 style="border-bottom:2px solid #f8bbd0; padding-bottom:0.5rem; font-size:1.5em;">Defining Rules for Selections</h2>
 +
    [[File:Selections.jpg|700px]]
 +
    <ul>
 +
      <li><b>Image Rules</b>: Select images for migration (all or by properties like Backup Time, Expire Time, Policy, etc.).</li>
 +
      <li><b>Config Object Rules</b>: Granular selection of configuration objects (e.g., Workload, Residency).</li>
 +
      <li><b>Rename Rules</b>: Rename, map, or ignore configurations.</li>
 +
      <li><b>Pre-Duplication & Duplication Rules</b>: Define rules for duplicating image copies pre/post migration.</li>
 +
      <li><b>Merge Configs</b>: Migrate individual config entities and host properties.</li>
 +
      <li><b>Verify</b>: Check for inconsistencies and dependencies in selections.</li>
 +
    </ul>
 +
    <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;">
 +
      <p>πŸ›ˆ <i>Resolve all inconsistencies and dependencies for successful configuration migration.</i></p>
 +
    </div>
 +
  </div>
  
 +
  <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;">
 +
    <h2 style="border-bottom:2px solid #c8e6c9; padding-bottom:0.5rem; font-size:1.5em;">Config Object Rules</h2>
 +
    <ul>
 +
      <li>Click <b>Config Object Rules</b> under <b>Selections</b> tab.</li>
 +
      <li>Tranzman pre-populates configurations by section.</li>
 +
      <li>Select, deselect, or rename entities as needed.</li>
 +
      <li>Click <b>Commit</b> to save selections.</li>
 +
      <li>Use <b>reset</b> icon to revert to default selections.</li>
 +
    </ul>
 +
    [[File:Selections_config_obj_rule.jpg|700px]]
 +
    <p>
 +
      Download selections using <b>Download filter</b> icon or upload a custom list via <b>Upload filter</b> icon.
 +
    </p>
 +
    [[File:Selections_config_obj_rule_download.jpg|700px]]
 +
  </div>
  
βˆ’
Some Key Points about selections are :-
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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;">
 +
    <h2 style="border-bottom:2px solid #ffe0b2; padding-bottom:0.5rem; font-size:1.5em;">Image Rules</h2>
 +
    <ul>
 +
      <li>Granular selection of images for migration.</li>
 +
      <li>Recommended to perform after <b>Config Object Rules</b> to avoid <i>MISSING_XXX_MAPPING</i> errors.</li>
 +
      <li>Cannot be modified after transition starts (requires reverting appliance state).</li>
 +
      <li>Consider already migrated images on destination before making changes.</li>
 +
      <li>Click <b>+</b> to add image rules.</li>
 +
    </ul>
 +
    [[File:Selections_image_rule.jpg|700px]]
 +
    <ul>
 +
      <li>Exclude specific images using <b>Add Exclude Rule</b> icon.</li>
 +
    </ul>
 +
    [[File:Selections_image_rule_exclude_rule.jpg|700px]]
 +
    <ul>
 +
      <li>Download/upload image rules as CSV. First line must define separator (e.g., <i>sep=|</i>).</li>
 +
      <li>Inclusion: <code>&lt;serial num&gt;|+|&lt;criteria&gt;</code>, Exclusion: replace <code>+</code> with <code>-</code>.</li>
 +
    </ul>
 +
    [[File:Selections_image_rule_csv.jpg|700px]]
 +
  </div>
  
βˆ’
<b>Image Rules</b> - You can either select all images in the catalog to migrate or you can select images based on different image properties like Backup Time,Expire Time,Policy etc.
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  <div style="background-color:#edf7ff; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
 +
    <h2 style="border-bottom:2px solid #bbdefb; padding-bottom:0.5rem; font-size:1.5em;">Rename Rules</h2>
 +
    <ul>
 +
      <li>Rename objects during migration (must be selected for migration).</li>
 +
      <li>Map objects of same type (object must NOT be selected, new name must exist or be migrated).</li>
 +
      <li>Exclude components using <code>NOT_MIGRATED</code> keyword (affects SLPs and DiskMediaIds).</li>
 +
      <li>Highlight missing config by images not selected, renamed, or mapped (<i>MISSING_XXXX_MAPPING</i>).</li>
 +
    </ul>
 +
    [[File:Selections_rename_rule.jpg|700px]]
 +
    <p>
 +
      <b>Example:</b> Excluding disk/tape backups with multiple copies. Only the copy on the excluded media will not be migrated; others remain on origin.
 +
    </p>
 +
    <table style="width:100%;color:white;background-color:black;font-family:monospace,monospace;border-collapse:seperate;border-radius:5px 5px;border:3px solid #000;box-shadow: 5px 5px 10px grey;">
 +
      <tr><td><font style="color:blue"># </font>bpimagelist -backupid qa-nbu812-o-lnx-g-e2e.devs.com_1692236444</td></tr>
 +
      <tr><td>IMAGE ...</td></tr>
 +
      <tr><td>HISTO ...</td></tr>
 +
      <tr><td>FRAG 1 ... @aaaab ...</td></tr>
 +
      <tr><td><font style="color:red">FRAG 2 ... NBDB06 ...</font></td></tr>
 +
      <tr><td><font style="color:blue"># </font></td></tr>
 +
    </table>
 +
  </div>
  
βˆ’
<b>Config Object Rules</b> - Again same like Image Rules either you choose to migrate everything or make granular selections for different configuration objects like specific Workloads,Residencies etc.
+
  <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;">
 +
    <h2 style="border-bottom:2px solid #f8bbd0; padding-bottom:0.5rem; font-size:1.5em;">Duplication Rules</h2>
 +
    <ul>
 +
      <li>Define rules for duplication on Origin (pre-migration) or Destination (post-migration).</li>
 +
      <li>Rules are based on images from the Origin.</li>
 +
      <li>Cannot be modified after transition starts (requires reverting appliance state).</li>
 +
      <li>If no rules are defined at start, action is paused; if added after, resume manually.</li>
 +
    </ul>
 +
    [[File:Selections_duplication_rule.jpg|700px]]
 +
  </div>
  
βˆ’
<b>Rename Rules</b> -
+
  <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;">
 +
    <h2 style="border-bottom:2px solid #c8e6c9; padding-bottom:0.5rem; font-size:1.5em;">Merge Configs</h2>
 +
    <ul>
 +
      <li>Lists all config settings between Origin and Destination.</li>
 +
      <li>Use arrow to select origin setting and update destination.</li>
 +
      <li>Use <i>revert</i> to undo changes.</li>
 +
      <li>Custom values can be typed directly.</li>
 +
      <li>Click <b>Commit</b> before navigating away or closing dialog.</li>
 +
      <li>Handled during <b>CreateConfig</b> action; must be done before transition starts.</li>
 +
    </ul>
 +
    [[File:Selections_merge_config.jpg|700px]]
 +
  </div>
  
βˆ’
<b>Pre-Duplication Rules</b> -
+
  <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;">
 +
    <h2 style="border-bottom:2px solid #ffe0b2; padding-bottom:0.5rem; font-size:1.5em;">Verify</h2>
 +
    <ul>
 +
      <li>Verify selected configuration objects, images, and rename rules.</li>
 +
      <li>Validate server, SLP, and disk pool mappings.</li>
 +
      <li>Check for valid config names in renames.</li>
 +
      <li>Identify duplicate configuration objects needing rename or mapping.</li>
 +
    </ul>
 +
    [[File:Selections_verify.jpg|700px]]
 +
  </div>
  
βˆ’
<b>Duplication Rules</b> -
+
  <div style="background-color:#edf7ff; padding:1.5rem; border-radius:8px; box-shadow:0 2px 4px rgba(0,0,0,0.06); margin-bottom:2rem;">
 +
    <h2 style="border-bottom:2px solid #bbdefb; padding-bottom:0.5rem; font-size:1.5em;">Other Options in Selections</h2>
 +
    <ul>
 +
      <li><b>Import empty media</b>: Add empty (scratch) media to destination. Use only for same vendor transitions.</li>
 +
      <li><b>Demote Origin Master</b>: Demote origin master as media server on destination (yes/no/partial). For domain split, only one pair can be 'Yes'.</li>
 +
      <li><b>Switchover date</b>: Select anticipated switchover date. Tranzman verifies feasibility and ignores images expiring before switchover.</li>
 +
    </ul>
 +
    [[File:Selections_others.jpg|700px]]
 +
    <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;">
 +
      <p>πŸ›ˆ <i>Modifying switchover date impacts data transfer and may result in expired images migrated to destination.</i></p>
 +
    </div>
 +
  </div>
 +
</div>
  
βˆ’
 
+
<div style="display:flex; justify-content:space-between; margin-top:2rem; padding:1rem; background-color:#ffffff; max-width:90%; margin: 2rem auto 0;">
βˆ’
Note:- Selections should be modified only before the transition is started.Changes to selections after transition will invalidate the existing license.
+
  <div style="text-align:left;">
βˆ’
Similar warning can be seen on the selections page.
+
    [[File:prev_icon.jpg|30px|link=Discovery]] [[Discovery|Previous]]
βˆ’
 
+
  </div>
βˆ’
===Step 1===
+
  <div style="text-align:right;">
βˆ’
Click on Selections under Actions->Selections and click on <b>Create Migration Pair</b>
+
    [[Pre-Assessment|Next]] [[File:next_icon.jpg|30px|link=Pre-Assessment]]
βˆ’
 
+
  </div>
βˆ’
 
+
</div>
βˆ’
Select the Origin i.e. Source backup server and Destination i.e. TZM-NAS-Connector(127.127.127.127)
 
βˆ’
 
 
βˆ’
 
 
βˆ’
[[File:Createfirstpair.JPG | border|1100x800px]]
 
βˆ’
 
 
βˆ’
===Step 2===
 
βˆ’
 
 
βˆ’
<b>Default Selections (Migrate Everything)</b> :-
 
βˆ’
 
 
βˆ’
Follow below steps for selecting everything for a migration.By everything we means all images in catalog and all config objects.
 
βˆ’
 
 
βˆ’
<b>Step 1</b>:- Click on the Image Rules and select Migrate everything and hit Apply rules.You will see the notification of Applying Rules , wait for that notification to clear and close the tab.
 
βˆ’
 
 
βˆ’
<b>Step 2</b>:- Toggle the Rules button towards complex for selecting all config objects.
 
βˆ’
 
 
βˆ’
 
 
βˆ’
<b>Granular Selections (Migrate Specific Data)</b> :-
 
βˆ’
 
 
βˆ’
<b>Step 1</b>:- Click on the Image Rules and select Images based on different properties.
 
βˆ’
 
 
βˆ’
<b>Step 2</b>:- Click on the Config Object Rules and select Config objects based on different properties.
 
βˆ’
 
 
βˆ’
 
 
βˆ’
Note :- Below steps are applied only for Cross Vendor Migrations , for same vendor migration you can break and move to [[ Pre-Assessment| Jump to Pre-Assessment ]].
 
βˆ’
 
 
βˆ’
===Step 3===
 
βˆ’
 
 
βˆ’
Click on Pre-Duplication
 
βˆ’
 
 
βˆ’
 
 
βˆ’
 
 
βˆ’
[[ Pre-Assessment| Jump to Pre-Assessment ]]
 
βˆ’
 
 
βˆ’
[[ Migration Components | Return to Select Migration Components ]]
 

Latest revision as of 18:37, 11 September 2025



Selections Overview & Migration Rules

Selections allow you to choose components for migration, providing granularity in selecting configurations, images, and other components.

  • Selections are enabled after adding servers to Tranzman and completing Discovery.
  • At least one migration pair (origin and destination) is required to enable selections.
  • Multiple migration pairs can be created for complex scenarios (e.g., 2-to-1 migrations).

πŸ›ˆ Selections should be modified only before the transition is started. Changes after transition will invalidate the existing license.

Creating Migration Pair

  • Select origin and destination servers from the drop-down list.
  • Navigate to Tasks β†’ Selections and click Create a migration pair.
  • For 2-to-1 migrations, create two selection pairs (each with an origin and destination).

Defining Rules for Selections

   Selections.jpg
  • Image Rules: Select images for migration (all or by properties like Backup Time, Expire Time, Policy, etc.).
  • Config Object Rules: Granular selection of configuration objects (e.g., Workload, Residency).
  • Rename Rules: Rename, map, or ignore configurations.
  • Pre-Duplication & Duplication Rules: Define rules for duplicating image copies pre/post migration.
  • Merge Configs: Migrate individual config entities and host properties.
  • Verify: Check for inconsistencies and dependencies in selections.

πŸ›ˆ Resolve all inconsistencies and dependencies for successful configuration migration.

Config Object Rules

  • Click Config Object Rules under Selections tab.
  • Tranzman pre-populates configurations by section.
  • Select, deselect, or rename entities as needed.
  • Click Commit to save selections.
  • Use reset icon to revert to default selections.
   Selections config obj rule.jpg

Download selections using Download filter icon or upload a custom list via Upload filter icon.

   Selections config obj rule download.jpg

Image Rules

  • Granular selection of images for migration.
  • Recommended to perform after Config Object Rules to avoid MISSING_XXX_MAPPING errors.
  • Cannot be modified after transition starts (requires reverting appliance state).
  • Consider already migrated images on destination before making changes.
  • Click + to add image rules.
   Selections image rule.jpg
  • Exclude specific images using Add Exclude Rule icon.
   Selections image rule exclude rule.jpg
  • Download/upload image rules as CSV. First line must define separator (e.g., sep=|).
  • Inclusion: <serial num>|+|<criteria>, Exclusion: replace + with -.
   Selections image rule csv.jpg

Rename Rules

  • Rename objects during migration (must be selected for migration).
  • Map objects of same type (object must NOT be selected, new name must exist or be migrated).
  • Exclude components using NOT_MIGRATED keyword (affects SLPs and DiskMediaIds).
  • Highlight missing config by images not selected, renamed, or mapped (MISSING_XXXX_MAPPING).
   Selections rename rule.jpg

Example: Excluding disk/tape backups with multiple copies. Only the copy on the excluded media will not be migrated; others remain on origin.

# bpimagelist -backupid qa-nbu812-o-lnx-g-e2e.devs.com_1692236444
IMAGE ...
HISTO ...
FRAG 1 ... @aaaab ...
FRAG 2 ... NBDB06 ...
#

Duplication Rules

  • Define rules for duplication on Origin (pre-migration) or Destination (post-migration).
  • Rules are based on images from the Origin.
  • Cannot be modified after transition starts (requires reverting appliance state).
  • If no rules are defined at start, action is paused; if added after, resume manually.
   Selections duplication rule.jpg

Merge Configs

  • Lists all config settings between Origin and Destination.
  • Use arrow to select origin setting and update destination.
  • Use revert to undo changes.
  • Custom values can be typed directly.
  • Click Commit before navigating away or closing dialog.
  • Handled during CreateConfig action; must be done before transition starts.
   Selections merge config.jpg

Verify

  • Verify selected configuration objects, images, and rename rules.
  • Validate server, SLP, and disk pool mappings.
  • Check for valid config names in renames.
  • Identify duplicate configuration objects needing rename or mapping.
   Selections verify.jpg

Other Options in Selections

  • Import empty media: Add empty (scratch) media to destination. Use only for same vendor transitions.
  • Demote Origin Master: Demote origin master as media server on destination (yes/no/partial). For domain split, only one pair can be 'Yes'.
  • Switchover date: Select anticipated switchover date. Tranzman verifies feasibility and ignores images expiring before switchover.
   Selections others.jpg

πŸ›ˆ Modifying switchover date impacts data transfer and may result in expired images migrated to destination.

   Prev icon.jpg Previous
   Next Next icon.jpg