Difference between revisions of "Finalize"

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__TOC__
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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;">Finalize Migration in Tranzman Appliance</h1>
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  <p style="font-size:1.2em; text-align:left;">
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    <b>Finalize</b> completes the migration by transferring the final data and backlogs.<br>
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    This stage deactivates objects on the origin and activates them on the destination.<br>
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    Objects include Media Servers, Storage Servers, Robotic Devices, Storage Units, Policies, Clients, etc.
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  </p>
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  <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">
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    [[File:Finalize_overview.jpg | 700px]]
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  </div>
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</div>
  
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===Introduction===
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<div style="max-width:80%; margin: 0 auto;">
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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;">Preparing to Finalize</h2>
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li>Ensure a recent <b>QueryImages</b> job completed (last run &lt; 60 mins) and rerun it manually a few hours before switch-over.</li>
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      <li>Progress bars for all configurations must be 100% to perform <b>Finalize Destination</b>.</li>
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      <li>Refer to [[Manage_Hosts#Host Management|Host Management]] if <b>Host Reachable</b> or <b>Hosts Promoted</b> are not 100%.</li>
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      <li><b>Image Queue</b> should show 100% (may drop after <b>Init Finalize</b> as pending SLP images are released).</li>
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      <li>If <b>Query Config</b> queue is not 100%, run <b>QueryConfig</b> to discover new policies and perform <b>Create Workloads</b> or <b>Create Config</b> actions.</li>
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    </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>Tranzman provides visual representation of completed configuration and queue status.</i></p>
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    </div>
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  </div>
  
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<b>Finalize</b> allows to complete the migration by transferring the final piece of data and backlogs.
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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;">Finalizing Origin</h2>
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    <ol style="font-size:1.1em; margin-left:2em;">
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      <li>Click <b>Finalize Origin</b> <i>Run</i> to deactivate Origin policies and SLPs.</li>
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      <li>Wait for active jobs to complete or cancel them via NetBackup GUI.</li>
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      <li>Tranzman deactivates migrated media servers after jobs finish.</li>
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      <li>New <b>QueryImages</b> starts to pick up new images since last scan; wait for completion.</li>
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    </ol>
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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;">Managing Backlogs & Queues</h2>
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li>Suspend secondary SLP operations on Origin for all SLPs selected for migration before switch-over.</li>
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      <li>Initiate Finalize and wait for backlog transfer (<b>Image Queue</b> should show 100%).</li>
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      <li>
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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><b>QueryImages</b> jobs set to manual after <b>Init Finalize</b>; re-enable in System-&gt;Actions until switch-over day.</i></p>
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    </div>
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      </li>
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      <li>
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        <table style="width:100%;border-collapse:separate;border-radius:5px;box-shadow: 5px 5px 10px #750000;">
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          <tr>
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            <td>[[File:Note.png|30px]]</td>
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            <td>Backlog may be larger on Destination; ensure it can complete!</td>
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          </tr>
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        </table>
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      </li>
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      <li>Make sure <b>ImageQueue</b> is at 100% (may drop due to SLP images or new content).</li>
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      <li>Initiate <b>CreateWorkloads</b> to create/update policies not already migrated. Config Queue should report 100%.</li>
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      <li>If below 100%, verify policies/config objects and complete manually if required.</li>
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      <li>Rerun <b>CreateMedia</b> if Media Queue is not 100%. Ignore if no tape media used in Origin.</li>
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      <li>
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        <table style="width:100%;border-collapse:separate;border-radius:5px;box-shadow: 5px 5px 10px #750000;">
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          <tr>
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            <td>[[File:Note.png|30px]]</td>
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            <td>Media Queue shows 0% until <b>Init Finalize</b> is initiated.</td>
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          </tr>
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        </table>
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      </li>
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    </ul>
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  </div>
  
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===Performing Finalize===
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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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Finalize in Tranzman refers to the stage where all catalog components were migrated and the environments can be finalised and during this process objects are deactivated on the origin and activated on the destination.  
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    <h2 style="border-bottom:2px solid #ffe0b2; padding-bottom:0.5rem; font-size:1.5em;">Host Promotion</h2>
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Objects here refer to the Media Servers, Storage Servers, Robotic Devices , Storage units , Policies, Clients etc.
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li><b>Hosts Promoted</b> shows percentage of hosts with Destination master as first SERVER entry.</li>
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      <li>Use HostManagement to update all Client and Media Servers to have Destination as master.</li>
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      <li>Skip update only if queue contains CLIENTS (not media servers). Media servers MUST be updated (updates EMMSERVER entry).</li>
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    </ul>
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  </div>
  
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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;">Finalizing Destination</h2>
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    <ul style="font-size:1.1em; margin-left:2em;">
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      <li>By default, finalizing activates all SLPs and Policies. This can be deferred by switching <b>Activation of Policies and SLPs</b> from Auto to Delayed.</li>
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      <li>Click <i>Run</i> to finalize destination; this re-enables migrated Media Server, demotes Origin (if selected), and re-activates SLPs/Policies (unless delayed).</li>
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      <li>If delayed activation is enabled, an additional row allows manual activation when required.</li>
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    </ul>
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  </div>
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</div>
  
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===Preparing to Finalize===
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<div style="display:flex; justify-content:space-between; margin-top:2rem; padding:1rem; background-color:#ffffff; max-width:100%; margin: 2rem auto 0;">
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<i>(starting the switch-over process)</i>
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  <div style="text-align:left;">
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Below steps helps prepare for Finalize with minimal downtime.
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    [[Image:prev_icon.jpg|30px|link=Reporting_and_Logging]] [[Reporting_and_Logging |Previous ]]
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  </div>
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* Ensure a latest QueryImages job completed (last run < 60 mins) and rerun it manually (a few hours before the planned switch-over time). If the frequency of the jobs is the same as the interval defined in Actions, then it is a good indication that things are ready to proceed.
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  <div style="text-align:right;">
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* Tranzman provides visual representation of percentage of completed configuration.
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    [[Post_Assessment | Next ]] [[Image:next_icon.jpg|30px|link=Post_Assessment]]
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* The progress bar available against all the configurations must be 100% to perform <b>Finalize Destination</b>
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  </div>
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* Please refer [[Host Management section|30px|link=Manage_Hosts]] if the <b>Host Reachable</b> or <b>Hosts Promoted</b> are not 100%.
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</div>
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* Image Queue should show 100% (this may drop as soon as the <b>Init finalize</b> is run as it will release images that are <i>Pending Update</i> which are typically the pending SLP operations for those images.  A large number of pending SLP images increases the over all switch-over period.
 
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* If <b>Query Config</b> queue is not 100%, run a <b>QueryConfig</b> to discover for any new policies created since the last run which in turn perform a <b>Create Workloads</b> or <b>Create Config</b>(incase <i>cyclic workload</i> is chosen in <b>Tunables</b>) Actions.
 
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===Finalizing Origin===
 
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Clicking on the <b>Finalize Origin</b> <i>Run</i> button allows -
 
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* Tranzman to deactivate Origin policies and SLPs. 
 
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* Tranzman then waits for any active jobs to be completed or cancelled. Ensure any active jobs are completed or cancelled through NetBackup GUI
 
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* Once all the active jobs are cancelled/completed, Tranzman will deactivate any media servers being migrated.
 
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* A mew QueryImages is strated to pick-up any new images that have been written since the last scan.  Wait for it to complete.
 
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===Working on Backlogs/Queues===
 
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Images as <i>Pending Update</i> will extend the switchover period.  To reduce the window, the following can be performed before the planned switch-over date:
 
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* Suspend secondary SLP operations on the Origin for all the SLPs that are selected for migration.
 
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* Initiate Finalize and wait for the backlog to be transferred (Image Queue should show 100%)
 
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NOTE: <b>QueryImages</b> jobs will be set to manual when <b>Init Finalize</b> run, it is required to re-enable it in System->Actions until the day of switch-over.
 
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NOTE: the backlog may now be larger on the Destination, and ensure it can complete!!!
 
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* Make sure that the ImageQueue is at 100%, this may be reduced because of SLP images being released into the Queue, or because the last QueryImages identified any new content.
 
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* Initiate the Create Workloads to tell Tranzman to create / update any policies that are selected but are not already migrated.
 
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Config Queue should then report 100%. If it is below 100%, then verify the Workloads (policies) or other Configuration Objects that are not imported and ensure to complete the configurations manually, if required.
 
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* Rerun <b>CreateMedia</b> if Media Queue is not 100%. Ignore it, if no tape medias are used in Origin.
 
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NOTE: Media Queue will show  0% until Init Finalize is initiated.
 
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===Host Promoted===
 
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* The Hosts Promoted will show the percentage of hosts that has the Destination master added as the first entry in SERVER section.
 
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* Use HostManagement to update all Client and Media Servers to have the Destination server as the master.
 
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* Skip the update by using the toggle if needed.  Perform this only if the Queue contains CLIENTS and not media servers. Any media servers MUST be updated as this will also update the EMMSERVER entry to new master name which is required.
 
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===Finalize Destination===
 
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* By Default Finalizing the Destination will activate all SLPs and Policies. This can be deferred until the post checks are completed, by switching the <b>Activation of Policies and SLPs</b> from Auto to Delayed.
 
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* Click on the <i>Run</i> button to finalize the destination, this will re-enable any migrated Media Server.  It will also demote the Origin (if demote is selected) and will re-activate the SLPS and Policies (if not set to delayed).
 
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If delayed activation is enabled, an additional row provides option to manually run it.  This step can be completed whenever required.
 

Latest revision as of 10:27, 12 September 2025



Finalize Migration in Tranzman Appliance

Finalize completes the migration by transferring the final data and backlogs.
This stage deactivates objects on the origin and activates them on the destination.
Objects include Media Servers, Storage Servers, Robotic Devices, Storage Units, Policies, Clients, etc. 

   Finalize overview.jpg

Preparing to Finalize

  • Ensure a recent QueryImages job completed (last run < 60 mins) and rerun it manually a few hours before switch-over.
  • Progress bars for all configurations must be 100% to perform Finalize Destination.
  • Refer to Host Management if Host Reachable or Hosts Promoted are not 100%.
  • Image Queue should show 100% (may drop after Init Finalize as pending SLP images are released).
  • If Query Config queue is not 100%, run QueryConfig to discover new policies and perform Create Workloads or Create Config actions.

🛈 Tranzman provides visual representation of completed configuration and queue status.

Finalizing Origin

  1. Click Finalize Origin Run to deactivate Origin policies and SLPs.
  2. Wait for active jobs to complete or cancel them via NetBackup GUI.
  3. Tranzman deactivates migrated media servers after jobs finish.
  4. New QueryImages starts to pick up new images since last scan; wait for completion.

Managing Backlogs & Queues

  • Suspend secondary SLP operations on Origin for all SLPs selected for migration before switch-over.
  • Initiate Finalize and wait for backlog transfer (Image Queue should show 100%).

  • 🛈 QueryImages jobs set to manual after Init Finalize; re-enable in System->Actions until switch-over day.

  • Note.png Backlog may be larger on Destination; ensure it can complete!
  • Make sure ImageQueue is at 100% (may drop due to SLP images or new content).
  • Initiate CreateWorkloads to create/update policies not already migrated. Config Queue should report 100%.
  • If below 100%, verify policies/config objects and complete manually if required.
  • Rerun CreateMedia if Media Queue is not 100%. Ignore if no tape media used in Origin.
  • Note.png Media Queue shows 0% until Init Finalize is initiated.

Host Promotion

  • Hosts Promoted shows percentage of hosts with Destination master as first SERVER entry.
  • Use HostManagement to update all Client and Media Servers to have Destination as master.
  • Skip update only if queue contains CLIENTS (not media servers). Media servers MUST be updated (updates EMMSERVER entry).

Finalizing Destination

  • By default, finalizing activates all SLPs and Policies. This can be deferred by switching Activation of Policies and SLPs from Auto to Delayed.
  • Click Run to finalize destination; this re-enables migrated Media Server, demotes Origin (if selected), and re-activates SLPs/Policies (unless delayed).
  • If delayed activation is enabled, an additional row allows manual activation when required.
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