Difference between revisions of "Pre-Assessment"

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__TOC__
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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>
 +
    This process helps consultants identify and resolve pre-existing issues in the backup environment before migration begins.
 +
  </p>
 +
</div>
  
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=== Introduction to Assessment report ===
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<div style="max-width:80%; margin: 0 auto;">
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The Tranzman Appliance helps pre-validation and Site survey easy and simple through a series of automated checks in TZM Pre-Assessment.
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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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This helps consultants to highlight pre-existing issues in the backup environment and can be pro-actively resolved before the start of  migration.
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    <h2 style="border-bottom:2px solid #ffe0b2; padding-bottom:0.5rem; font-size:1.5em;">Assessment Checks & Usage</h2>
 +
    <ul style="font-size:1.1em; margin-left:2em;">
 +
      <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>
 +
    </div>
 +
  </div>
  
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* The number of checks performed depends on the personality used and the origin and destination environments.
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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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* <i>Same Vendor Migration</i> has additional checks than other migrations. New checks are added often and always suggest to use latest patch to benefit from the latest checks.
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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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* When doing <i>SPLITS</i> or <i>MERGERS</i>, make sure to verify all the results in each migration pair.  Additional care should be taken while merging objects with the same name in multiple environments.
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    <ol style="font-size:1.1em; margin-left:2em;">
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* In case no immediate fix is available for any issue reported to Stone Ram Support, then those will be added in new checks to provide  notification in advnace as part of <b>Pre-assessment</b>.
+
      <li>Navigate to <b>Tasks &rarr; Pre-Assessment</b> in the TZM web UI and click <b>Start Pre-Assessment</b>.</li>
 +
      <li>Multiple checks are run; tests can be rerun to verify failed tests.</li>
 +
      <li>The <b>Logs</b> icon provides the latest assessment activity logs.</li>
 +
    </ol>
 +
    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment.jpg | 700px]]</div>
 +
    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment_result.jpg | 700px]]</div>
 +
  </div>
  
−
===Running <b>Pre-Assessment</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;">NetBackup-to-NetBackup Migration Checks</h2>
 +
    <ul style="font-size:1.1em; margin-left:2em;">
 +
      <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>
 +
      <li>9 Advisory comparison checks for limitations/manual actions that may need addressing.</li>
 +
    </ul>
 +
  </div>
  
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* Navigate to <b>Tasks</b> -> <b>Pre-Assessment</b> on TZM web UI and click on b>Start Pre-Assessment</b>.
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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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* There are multiple checks run and the tests can be rerun multiple times. (to verify failed tests)
+
    <h2 style="border-bottom:2px solid #ffe0b2; padding-bottom:0.5rem; font-size:1.5em;">Analysing Pre-Assessment Report</h2>
−
* The <i>Logs</i> icon provides the latest Assessment activity logs.
+
    <ul style="font-size:1.1em; margin-left:2em;">
 +
      <li><span style="color:#d32f2f;">Red triangle</span>: Issue to resolve or acknowledge (click for details).</li>
 +
      <li><span style="color:#616161;">Grey check</span>: Test ran without issue.</li>
 +
      <li><span style="color:#616161;">Grey dash</span>: Test not applicable/skipped.</li>
 +
      <li><span style="color:#1976d2;">Blue info</span>: More information, not critical.</li>
 +
      <li><span style="color:#388e3c;">Green check</span>: Test acknowledged.</li>
 +
    </ul>
 +
    <p><b>Note:</b> All Red triangle issues must be resolved, retested, or acknowledged before starting migration.</p>
 +
    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment_analyse.jpg | 700px]]</div>
 +
  </div>
  
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[[File:Pre_assessment.jpg | 700px]]
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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;">
 +
    <h2 style="border-bottom:2px solid #f8bbd0; padding-bottom:0.5rem; font-size:1.5em;">Generating & Downloading Pre-Assessment Report</h2>
 +
    <ol style="font-size:1.1em; margin-left:2em;">
 +
      <li>Go to <b>Tasks &rarr; Download</b> and click <b>Generate documents</b> to create the Pre-Assessment report.</li>
 +
      <li>Report is generated only during the <b>Selections</b> phase.</li>
 +
      <li>An evidence file is created with all test data from the Pre-Assessment.</li>
 +
      <li>Three documents per selection pair are available for download:
 +
        <ul>
 +
          <li><i>tranzman_Assessment_XXXXXXXXXX_origin-name_destination-name.odt</i></li>
 +
          <li><i>tranzman_Engagement_Plan_XXXXXXXXXX_origin-name_destination-name.odt</i></li>
 +
          <li><i>tranzman_Environments_XXXXXXXXXX_origin-name_destination-name.odt</i></li>
 +
        </ul>
 +
        <p>These <i>.odt</i> files can be viewed/edited using MS Word or LibreOffice.</p>
 +
      </li>
 +
    </ol>
 +
    <div style="display:inline-block; box-shadow:5px 5px 10px grey; margin:1em 0;">[[File:Pre_assessment_generate_report.jpg | 700px]]</div>
 +
  </div>
  
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[[File:Pre_assessment_result.jpg | 700px]]
+
  <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;">Editing & Working on Issues</h2>
 +
    <ul style="font-size:1.1em; margin-left:2em;">
 +
      <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>
 +
  </div>
 +
</div>
  
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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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====Running <b>Pre-Assessment</b> on NetBackup-to-NetBackup migration ====
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  <div style="text-align:left;">
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The <i>NetBackup</i> to <i>NetBackup</i> migration supports -
+
    [[Image:prev_icon.jpg|30px|link=Selections]] [[Selections|Previous]]
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* 28 Individual Checks to verify for pre-existing issues in the origin or destination.
+
  </div>
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* 17 Comparison Checks to identify any issues in migrating the selected components in selections between the Origin and Destination.
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  <div style="text-align:right;">
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* 17 Advisory Checks to understand any limitations within the environment, this may require manual actions to overcome.
+
    [[Image:next_icon.jpg|30px|link=Devices]] [[Devices|Next]]
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* 9 Advisory comparison checks to help understand limitations / manual actions that may need addressing.
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  </div>
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+
</div>
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===Analysing <b>Pre-Assessment</b> report===
 
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The below table list the various status available in report.
 
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* Red triangle indicates and issues that needs to be resolved or acknowledged, clicking on it will display more information.
 
−
 
 
−
* Grey check denotes the test ran without issue, and no additional information is given.
 
−
 
 
−
* Grey dash means that the test was not applicable and was skipped.
 
−
 
 
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* Blue info sign denotes the test had more information but that it's not critical.
 
−
 
 
−
* Green check shows that a test has been acknowledged.
 
−
 
 
−
Note: Everything with a Red ! Triangle must be resolved and retested or acknowledged before being able to start the migration.
 
−
 
 
−
[[File:Pre_assessment_analyse.jpg | 700px]]
 
−
 
 
−
===Generating <b>Pre-Assessment</b> report===
 
−
* Navigate to <b>Tasks</b>-><b>Download</b> and click on the <b>Generate documents</b> icon to generate the <b>Pre-Assessment</b> report.
 
−
* <b>Pre-Assessment</b> document is generated only during the <b>Selections</b> phase.
 
−
* An evidence file created as part of above report, has all the test data of above <b>Pre-Assessment</b>
 
−
 
 
−
[[File:Pre_assessment_generate_report.jpg | 700px]]
 
−
 
 
−
===Downloading the <b>Pre-Assessment</b> report===
 
−
The below 3 documents for each <b>Selection</b> pair is generated and available for Downloads
 
−
 
 
−
* <i>tranzman_Assessment_XXXXXXXXXX_origin-name_destination-name.odt</i>
 
−
* <i>tranzman_Engagement_Plan_XXXXXXXXXX_origin-name_destination-name.odt</i>
 
−
* <i>tranzman_Environments_XXXXXXXXXX_origin-name_destination-name.odt</i>
 
−
 
 
−
These <i>.odt</i> files can be viewed/edited using MSWord or LibreOffice application.
 
−
 
 
−
===Editing the <b>Pre-Assessment</b> report===
 
−
It is recommend to edit the document only to provide any additional info on the issues highlighted.
 
−
For merges, it makes sense to combine multiple documents into ONE document.
 
−
 
 
−
 
 
−
===Working on issues in <b>Pre-Assessment</b> report===
 
−
* Customer is responsible on resolving any issues identified in the <b>Pre-Assessment</b> report.
 
−
* Issues that are unable to get resolved before Migration start, its corresponding components should be deselected from migration. <b>Tranzman</b> can not migrate invalid or inconsistent components, as it will not be able to re-create it on destination.
 
−
* If there are many issues to be resolved, this may impact proposed dates for the project. This should be taken into account when planning the migration start date.  Customers <i>change control</i> procedures may also impact the start date.
 
−
 
 
−
 
 
−
 
 
−
----
 
−
{| class="wikitable"  style="margin:auto;width:100%;color:blue;text-align:center;borderstyle=ridge;"
 
−
|-
 
−
| [[Image:prev_icon.jpg|30px|link=Selections]]
 
−
|| [[Image:next_icon.jpg|30px|link=Devices]]
 
−
|}
 

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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