PlateSpin Migrate 12.2.1 Installation and Upgrade Guide

PlateSpin® Migrate 12.2.1
Installation and Upgrade Guide
February 2018
Legal Notice
For information about legal notices, trademarks, disclaimers, warranties, export and other use restrictions, U.S. Government
rights, patent policy, and FIPS compliance, see https://www.microfocus.com/about/legal/.
Copyright © 2017 NetIQ Corporation, a Micro Focus Company. All rights reserved.
License Grant
License bought for PlateSpin Migrate 9.3 and later versions cannot be used with PlateSpin Migrate 9.2 and prior versions.
Contents
About This Guide
5
1 Installing PlateSpin Migrate
1.1
1.2
1.3
1.4
1.5
1.6
7
Preparing to Install PlateSpin Migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.1.1
System Requirements for PlateSpin Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.1.2
System Requirements for PlateSpin Migrate Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.1.3
General Guidelines for Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing Prerequisite Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.2.1
Installing Visual C++ 2013 for Batch-File Installation of PlateSpin Migrate . . . . . . . . . . . . . 12
1.2.2
Installing Prerequisite Software on Windows Server 2012 R2 Systems . . . . . . . . . . . . . . . 12
1.2.3
Installing Prerequisite Software on Windows Server 2008 R2 Systems . . . . . . . . . . . . . . . 15
1.2.4
Enabling Support for FIPS-Compliant Data Encryption Algorithms (Optional). . . . . . . . . . . 17
Installing PlateSpin Migrate Software Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
1.3.1
Starting the PlateSpin Migrate Installation Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
1.3.2
Installing the Database Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
1.3.3
Installing the PlateSpin Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
1.3.4
Installing the PlateSpin Migrate Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Installing the PlateSpin Migrate Software Components Using a Batch File . . . . . . . . . . . . . . . . . . . . 22
Checking for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Modifying the Password for the SQL Server Express System Administrator User. . . . . . . . . . . . . . . 24
2 Troubleshooting Installation Problems
2.1
2.2
2.3
25
Common Installation Issues and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Knowledgebase Articles about Installation Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Removing PlateSpin Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
3 Upgrading PlateSpin Migrate
3.1
3.2
27
Prerequisites for Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3.1.1
Ensuring Valid Credentials for Target Cloud Containers . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3.1.2
Backing Up Your Database Files Before Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3.1.3
Backing Up Your Custom Linux blkwatch Drivers Before Upgrade . . . . . . . . . . . . . . . . . . . 28
Upgrading Migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
A Documentation Updates
A.1
29
February 2018 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Contents
3
4
About This Guide
This guide provides information to help you install your PlateSpin Migrate product.
 Chapter 1, “Installing PlateSpin Migrate,” on page 7
 Chapter 2, “Troubleshooting Installation Problems,” on page 25
 Chapter 3, “Upgrading PlateSpin Migrate,” on page 27
 Appendix A, “Documentation Updates,” on page 29
Audience
This guide is intended for IT staff, such as data center administrators and operators, who use
PlateSpin Migrate in their ongoing workload migration projects.
Additional Documentation
This guide is part of the PlateSpin Migrate documentation set. For a complete list of publications
supporting this release, visit the PlateSpin Migrate 12.2.1 Documentation website (https://
www.netiq.com/documentation/platespin-migrate-12-2-1/).
Documentation Updates
The most recent version of this guide can be found at the PlateSpin Migrate Documentation website
(https://www.netiq.com/documentation/platespin-migrate-12-2-1/).
Contacting Micro Focus
For specific product issues, contact Micro Focus Support at https://www.microfocus.com/supportand-services/.
Additional technical information or advice is available from several sources:
 Product documentation, Knowledge Base articles, and videos: https://www.microfocus.com/
support-and-services/
 The Micro Focus Community pages: https://www.microfocus.com/communities/
Contacting Documentation Support
Our goal is to provide documentation that meets your needs. If you have suggestions for
documentation improvements, click comment on this topic at the bottom of any page in the HTML
version of the documentation. You can also email Documentation-Feedback@netiq.com. We value
your input and look forward to hearing from you.
About This Guide
5
6
About This Guide
1
Installing PlateSpin Migrate
1
PlateSpin Migrate is a Windows application that runs on server operating systems. Its functionality
depends on several software components, including the Microsoft Internet Information Services (IIS)
Web server software along with its feature extension modules, the ASP.NET Web application
framework, the Microsoft .NET Framework library and runtime, as well as a dedicated Microsoft SQL
Server database instance.
For trouble-free installation and operation of PlateSpin Migrate, you should review the system
requirements and plan your installation.
PlateSpin Migrate provides a Web Interface that you can use to plan and execute automated
migrations for a large number of workloads. The PlateSpin Migrate Web Interface is automatically
installed when you install the PlateSpin Migrate Server. For more information about working with the
PlateSpin Migrate Web Interface, see the PlateSpin Migrate 12.2.1 User Guide.
NOTE: In addition to the English version of PlateSpin Migrate, the product has been localized for
installation and use on machines configured for the Chinese Simplified, Chinese Traditional, French,
German, and Japanese languages. Documentation is also available in Spanish.
This section provides information about installing PlateSpin Migrate:
 Section 1.1, “Preparing to Install PlateSpin Migrate,” on page 7
 Section 1.2, “Installing Prerequisite Software,” on page 11
 Section 1.3, “Installing PlateSpin Migrate Software Components,” on page 18
 Section 1.4, “Installing the PlateSpin Migrate Software Components Using a Batch File,” on
page 22
 Section 1.5, “Checking for Software Updates,” on page 23
 Section 1.6, “Modifying the Password for the SQL Server Express System Administrator User,”
on page 24
1.1
Preparing to Install PlateSpin Migrate
 Section 1.1.1, “System Requirements for PlateSpin Server,” on page 7
 Section 1.1.2, “System Requirements for PlateSpin Migrate Client,” on page 9
 Section 1.1.3, “General Guidelines for Server Installation,” on page 10
1.1.1
System Requirements for PlateSpin Server
PlateSpin Server hosts must meet the following system requirements:
Requirement
Details
Dedicated host
Physical or virtual server
Installing PlateSpin Migrate
7
Requirement
Details
Operating System
Any of the following Windows Server versions:
 Windows Server 2012 R2
 Windows Server 2008 R2
Use Windows 2008 R2 SP1 or higher version if you want to install
Microsoft SQL Server 2014 Express Edition locally on the Migrate server.
NOTE
 You must activate the Microsoft license for your Windows operating
system prior to installing PlateSpin Migrate.
 For installing PlateSpin Migrate server on a Windows Server 2012 R2
domain computer, you must have administrator privileges.
Processor
Recommended (physical): multi-core, 2 GHz or higher
Recommended (VM): 2 or more Virtual CPUs
Memory
Recommended: 8 GB RAM
Disk Space
Minimum 50 GB
Additional space might be necessary if you plan to use the same system as a
PlateSpin Image Server. The amount of additional space depends on the
number and size of workload images that you intend to store on a given image
server. See “Designating a PlateSpin Image Server” in the PlateSpin Migrate
12.2.1 User Guide.
Database Server
A dedicated Microsoft SQL Server database instance (local or remote),
running on one of the following:
 Microsoft SQL Server 2014 Express Edition. A copy of this database
software is included in your PlateSpin Migrate software distribution.
 Microsoft SQL Server 2014
 Microsoft SQL Server 2008 R2
While multiple PlateSpin Migrate Servers can use the same remote database
server, each Migrate Server requires a separate database instance. See
“Database Server” in the PlateSpin Migrate 12.2.1 User Guide.
8
Installing PlateSpin Migrate
Requirement
Details
Prerequisite Software
NOTE: You can install prerequisite software manually or use the PowerShell
script provided on the NetIQ download site. See Section 1.2, “Installing
Prerequisite Software,” on page 11.

To perform a batch-file installation of PlateSpin Migrate, you must install
Visual C++ 2013 on the host server. See Section 1.2.1, “Installing Visual
C++ 2013 for Batch-File Installation of PlateSpin Migrate,” on page 12.

All Windows hosts (recommended)
 Ensure that a licensed version of the OS is installed.
 Apply the latest applicable OS updates (service packs, cumulative
security updates, drivers, etc.).

For Windows Server 2012 R2 systems
 Disable User Account Control (UAC).
 Install Microsoft .NET Framework 3.5 SP1 and 4.5.2. You can
download .NET software from Microsoft:
 .NET Framework 3.5 SP1 (https://www.microsoft.com/en-us/
download/details.aspx?id=22)
 .NET Framework 4.5.2 (https://www.microsoft.com/en-in/
download/details.aspx?id=42642)
 Install Microsoft IIS 8.0
For more details, see Installing Prerequisite Software on Windows
Server 2012 R2 Systems (page 12).

For Windows Server 2008 R2
 Disable User Account Control (UAC).
 Install Microsoft .NET Framework 3.5 SP1 and 4.5.2. You can
download .NET software from Microsoft:
 .NET Framework 3.5 SP1 (https://www.microsoft.com/en-us/
download/details.aspx?id=22)
 .NET Framework 4.5.2 (https://www.microsoft.com/en-in/
download/details.aspx?id=42642)
 Install Microsoft IIS 7.0
For more details, see Installing Prerequisite Software on Windows
Server 2008 R2 Systems (page 15).
1.1.2
System Requirements for PlateSpin Migrate Client
You can install the PlateSpin Migrate Client on the PlateSpin Server host or on a separate computer.
Standalone PlateSpin Migrate Client hosts must meet the following system requirements:
Installing PlateSpin Migrate
9
Requirement
Details
Operating System
Any of the following, running on dedicated hardware or in a virtual machine:
 Windows 8.1, 8
 Windows Server 2012, Windows Server 2012 R2
 Windows 7
 Windows Server 2008, Windows Server 2008 R2
NOTE: You must activate the Microsoft license for your Windows operating
system prior to installing PlateSpin Migrate Client.
Disk Space
Minimum 3 GB
Windows Software
Components
Microsoft .NET Framework 2 SP2, 3.5 SP1, 4.5.2. You can download .NET
software from Microsoft:
 .NET Framework 2 SP2 (http://www.microsoft.com/download/en/
details.aspx?id=1639)
 .NET Framework 3.5 SP1 (https://www.microsoft.com/en-us/download/
details.aspx?id=22)
 .NET Framework 4.5.2 (https://www.microsoft.com/en-in/download/
details.aspx?id=42642)
1.1.3
General Guidelines for Server Installation
Follow these installation guidelines for trouble-free installation and operation of PlateSpin Migrate.
Table 1-1 Pre-Installation Checklist
Guideline
Remarks

Dedicated Host
Install the PlateSpin Server on a dedicated physical or virtual machine. See also
Co-location.

Credentials
Perform all installation procedures using an account with administrative privileges.
For Windows Server 2008 R2 systems, use the built-in Administrator account.

IP Address
Assign the PlateSpin Server host a static IP address.

Co-location
Do not co-locate the PlateSpin Server with:
 Your domain controller
 Existing web servers with IIS applications
 A workload that you intend to migrate by using the product
 Other PlateSpin software (PlateSpin Protect and PlateSpin Recon)
10
Installing PlateSpin Migrate

Guideline
Remarks
Database
If you intend to use your own Microsoft SQL Server database (instead of the
Microsoft SQL Server 2014 Express Edition included in your software
distribution), ensure that it is supported and conforms to the product’s database
requirements. See KB Article 7009809.
While multiple PlateSpin Migrate Servers can use the same remote database
server, each Migrate Server requires a separate database instance. See
“Database Server” in the PlateSpin Migrate 12.2.1 User Guide.

UAC
Disable the User Account Control (UAC).

Installation
Workflow
Install the prerequisite software in the indicated order. Below is a high-level
workflow for a typical PlateSpin Migrate installation:
1. Supported operating system, followed by corresponding Windows Updates
2. ASP.NET/IIS, followed by corresponding Windows Updates.
3. (Optional) Enable FIPS-Compliant Data Encryption
4. SQL Server database, followed by applicable Microsoft updates.
5. PlateSpin Server
1.2
Installing Prerequisite Software
Before you install PlateSpin Migrate, ensure that you have installed the Prerequisite Software: Visual
C++, ASP.NET, IIS, and .NET Framework. You can use the Install PlateSpin Migrate Prerequisites
script provided on the NetIQ Download site to install any missing software and apply the appropriate
configuration. You can alternatively install the prerequisite software manually using the procedures in
this section.
To use the script to install prerequisite software:
1 On the intended PlateSpin Migrate server, install a supported version of Microsoft Windows
Server and activate the Windows license.
2 Go to the NetIQ Downloads (https://dl.netiq.com) page, then search for and go to the PlateSpin
Migrate Download page.
3 Download the Install_PlateSpin_Migrate_Prerequisites.zip file.
4 Extract the files to the intended PlateSpin Migrate host server:
Install PlateSpin Migrate Prerequisites.ps1
Install PlateSpin Migrate Prerequisites.bat
readme.txt
The BAT file executes the script without requiring that the user change the PowerShell execution
policy to RemoteSigned.
5 Run the PowerShell script.
The script automatically installs and configures the prerequisite software.
6 Continue with “Installing PlateSpin Migrate Software Components” on page 18.
Installing PlateSpin Migrate
11
To manually install prerequisite software:
NOTE: Because the packaging and distribution of these software components varies among different
versions of the supported Windows Server platforms, procedures vary slightly. Use the appropriate
procedure for the target platform in the indicated order of installation and setup.
1 On the intended PlateSpin Migrate server, install a supported version of Microsoft Windows
Server and activate the Windows license.
2 Install Visual C++.
See Installing Visual C++ 2013 for Batch-File Installation of PlateSpin Migrate.
3 Install Windows Server components ASP .NET, IIS, and .NET Framework:
 Installing Prerequisite Software on Windows Server 2012 R2 Systems
-OR Installing Prerequisite Software on Windows Server 2008 R2 Systems
4 (Optional) Enable FIPS-compliant data encryption.
See Enabling Support for FIPS-Compliant Data Encryption Algorithms (Optional).
5 Continue with “Installing PlateSpin Migrate Software Components” on page 18.
1.2.1
Installing Visual C++ 2013 for Batch-File Installation of
PlateSpin Migrate
Before you perform a batch-file installation of PlateSpin Migrate server, you must install Visual C++
2013 on the planned Migrate server. This software is required to properly install the Event Messaging
service that is used by PlateSpin Transformation Manager. A redistributable package of Visual C++
2013 is available in the PlateSpinMigrateSetup-12.2.1.X.exe file. You can alternatively download
the Visual C++ 2013 package from Microsoft and install it.
To install VC++ 2013 on the planned Migrate server:
1 Extract the PlateSpinMigrateSetup-12.2.1.X.exe to a location on the planned server host for
PlateSpin Migrate.
2 In a file browser, navigate to the ..\Migrate-12.2.1.X\PlateSpinImage\VCruntime-x64
folder.
3 Run vcredist_x64.exe as Administrator.
1.2.2
Installing Prerequisite Software on Windows Server 2012 R2
Systems
Use the following procedure to install prerequisite software on the Microsoft Windows Server 2012 R2
servers where you plan to install PlateSpin Migrate Server. Before you begin, ensure that you are
familiar with the “System Requirements for PlateSpin Server” on page 7 and “General Guidelines for
Server Installation” on page 10.
To install required Microsoft software components:
1 Use the Local User Administrator (LUA) account to log in to your intended PlateSpin Server host.
12
Installing PlateSpin Migrate
2 Use Server Manager to install Web Server (IIS) and other software required by PlateSpin Server:
2a Open Server Manager. Select Start > All Programs > Administrative Tools > Server
Manager.
2b In the Server Manager toolbar, select Manage > Add Roles and Features.
2c In the Add Roles and Features wizard, proceed to the Installation Type tab, then continue
through the wizard:
Add Roles and Features Wizard
Action
1. Installation Type
Select Role-based or feature-based installation, then
click Next.
2. Server Selection
Select your intended PlateSpin Server host, then click Next.
3. Server Roles
Select Web Server (IIS), then click Next.
4. Pop-up prompt to Add
features that are required
for Web Server (IIS)
Select Include management tools, then click Add
Features.
5. Features
Keep the default set of features for the Web Server and add
other required features along with their sub-features as
shown, then click Next.

.NET Framework 3.5 Features (all installed)
 .NET Framework 3.5 (includes .NET 2.0 and 3.0)
 HTTP Activation
 Non-HTTP Activation

.NET Framework 4.5 Features (all installed)
 .NET Framework 4.5
 ASP.NET 4.5
 WCF Services (5 of 5 installed)
—
—
—
—
—

HTTP Activation
Message Queuing (MSMQ) Activation
Named Pipe Activation
TCP Activation
TCP Port Sharing
Windows Process Activation Service (all installed)
 Process Model
 .NET Environment
 Configuration APIs

6. Web Server (IIS)
XPS Viewer
Read the information, then click Next.
Installing PlateSpin Migrate
13
Add Roles and Features Wizard
7. Role Services
Action
Keep the default set of role services for the Web Server and
add other required role services along with their sub-role
services as shown, then click Next.
Web Server (IIS) > Role Services (25 of 43 installed):

Web Server (19 of 34 installed)
 Common HTTP Features (4 of 6 installed)





— Default Document
— Directory Browsing
— HTTP Errors
— Static Content
Health and Diagnostics (2 of 6 installed)
— HTTP Logging
— Request Monitor
Performance (1 of 2 installed)
— Static Content Compression
Security (5 of 9 installed)
— Requesting Filtering
— Basic Authentication
— IP and Domain Restrictions
— URL Authorization
— Windows Authentication
Application Development (7 of 11 installed)
— .NET Extensibility 3.5
— .NET Extensibility 4.5
— Application Initialization
— ASP.NET 3.5
— ASP.NET 4.5
— ISAPI Extensions
— ISAPI Filters
Management Tools (6 of 7 installed)
 IIS Management Console
 IIS 6 Management Compatibility (4 of 4 installed)
— IIS 6 Metabase Compatibility
— IIS 6 Management Console
— IIS 6 Scripting Tools
— IIS 6 WMI Compatibility
 IIS Management Scripts and Tools
8. Confirmation
Review the roles, role services, and features to be installed,
then click Install.
2d Wait for the installation to complete, then close the Add Roles and Features wizard.
2e Exit Server Manager.
14
Installing PlateSpin Migrate
1.2.3
Installing Prerequisite Software on Windows Server 2008 R2
Systems
Use the following procedure to install prerequisite software on the Microsoft Windows Server 2008 R2
servers where you plan to install PlateSpin Migrate Server. Before you begin, ensure that you are
familiar with the “System Requirements for PlateSpin Server” on page 7 and “General Guidelines for
Server Installation” on page 10.
To install required Microsoft software components:
1 Use the Local User Administrator (LUA) account to log in to your intended PlateSpin Server host.
2 Open Server Manager. Select Start > All Programs > Administrative Tools > Server Manager.
Installing PlateSpin Migrate
15
3 Use Server Manager to install Web Server (IIS) with components required by PlateSpin Server:
3a In Server Manager, select Roles in the left pane, then click Add Roles in the Roles pane.
3b In the Add Roles wizard, proceed to the Server Roles tab, then continue through the wizard:
Add Roles Wizard
Action
1. Server Roles
Select Web Server (IIS), then click Next.
2. Web Server (IIS)
Read the information, then click Next.
3. Role Services
Keep the default set of role services for the Web Server and
add other required role services along with their sub-role
services as shown, then click Next.
Web Server (IIS) > Role Services:

Web Server
 Common HTTP Features (all installed)





Management Tools (all installed)




16
Installing PlateSpin Migrate
— Static Content
— Default Document
— Directory Browsing
— HTTP Errors
— HTTP Redirection
— WebDAV Publishing
Application Development (4 of 7 installed)
— ASP .NET
— .NET Extensibility
— ISAPI Extensions
— ISAPI Filters
Health and Diagnostics (2 of 6 installed)
— HTTP Logging
— Request Monitor
Security (all installed)
— Basic Authentication
— Windows Authentication
— Digest Authentication
— Client Certificate Mapping
— IIS Client Certificate Mapping
— URL Authorization
— Requesting Filtering
— IP and Domain Restrictions
Performance (1 of 2 installed)
— Static Content Compression
IIS Management Console
IIS Management Script and Tools
Management Service
IIS 6 Management Compatibility (all installed)
— IIS 6 Metabase Compatibility
— IIS 6 WMI Compatibility
— IIS 6 Scripting Tools
— IIS 6 Management Console
Add Roles Wizard
4. Confirmation
Action
Review the roles and role services to be installed, then click
Install.
3c Wait for the installation to complete, then close the Add Roles wizard.
4 Use Server Manager to install additional software required by PlateSpin Server:
4a In Server Manager, select Features in the left pane, then click Add Features in the Features
pane.
4b In the Add Features wizard, proceed to the Features tab, then continue through the wizard:
Add Features Wizard
1. Features
Action
Select the following required features and their sub-features
as shown, then click Next.

.NET Framework (all installed)
 .NET Framework 3.5.1
 WCF Activation
— HTTP Activation
— Non-HTTP Activation

Windows Process Activation Service (all installed)
 Process Model
 .NET Environment
 Configuration APIs

2. Confirmation
XPS Viewer
Review the features to be installed, then click Install.
4c Wait for the installation to complete, then close the Add Features wizard.
5 Exit Server Manager.
6 Download and install Microsoft .NET Framework 4.5.2 (https://www.microsoft.com/en-us/
download/details.aspx?id=42642) on your intended PlateSpin Server host.
1.2.4
Enabling Support for FIPS-Compliant Data Encryption
Algorithms (Optional)
PlateSpin Migrate supports data encryption algorithms that are compliant with FIPS (Federal
Information Processing Standards, Publication 140-2).
If compliance with FIPS is required, it must be enabled on the intended PlateSpin Server host prior to
the installation of the PlateSpin Server. This is because PlateSpin Migrate runs in FIPS-compliant
mode only if it detects that a workload’s operating system is running in FIPS-compliant mode.
NOTE: FIPS-compliant mode has a performance impact and might slow down the data transfer rate
up to 30%.
Installing PlateSpin Migrate
17
To enable FIPS-compliant algorithms:
1 Enable FIPS-compliant algorithms in the security options of your PlateSpin Migrate host’s local
security policies:
1a Run secpol.msc and browse to Local Policies > Security Options.
1b Enable the System cryptography: Use FIPS compliant algorithms for encryption security
option.
2 Configure ASP.NET for FIPS support:
2a Access the machine.config file located in the following directory of your PlateSpin Server
host:
..Windows\Microsoft.Net\Framework\vX.X.XXXXX\Config
2b Add the following under the <system.web> element:
<machineKey validationKey="AutoGenerate,IsolateApps"
decryptionKey="AutoGenerate,IsolateApps" validation="3DES"
decryption="3DES"/>
3 Access the web.config file in each of the below listed directories of your PlateSpin Server host
and add the following under the <system.web> element of each of the web.config file:
<machineKey validationKey="AutoGenerate,IsolateApps"
decryptionKey="AutoGenerate,IsolateApps" validation="3DES" decryption="3DES"/>
 PlateSpin Migrate Install Directory\PlateSpin Forge\web\
 PlateSpin Migrate Install Directory\Web\
 PlateSpin Migrate Install Directory\ConfigurationEditor.Web\
 PlateSpin Migrate Install Directory\Protection.WebServices\
 PlateSpin Migrate Install Directory\OfxWeb\
1.3
Installing PlateSpin Migrate Software Components
 Section 1.3.1, “Starting the PlateSpin Migrate Installation Launcher,” on page 18
 Section 1.3.2, “Installing the Database Server,” on page 19
 Section 1.3.3, “Installing the PlateSpin Server,” on page 19
 Section 1.3.4, “Installing the PlateSpin Migrate Client,” on page 21
1.3.1
Starting the PlateSpin Migrate Installation Launcher
1 From Micro Focus Downloads (https://www.microfocus.com/support-and-services/download/),
download the PlateSpinMigrateSetup-12.X.X.X.exe installation program and save it on your
intended PlateSpin Server host.
2 Run the installation program and click Next to launch the prerequisites check utility.
The prerequisites check queries the host where you intend to install the PlateSpin Server. It
verifies that all of the required software is installed or enabled. If you see any cautions or
omissions, you need to either enable or install the prerequisite software before you proceed with
the installation.
3 Click Next to launch the installation program.
18
Installing PlateSpin Migrate
The installation program extracts the required files and opens the Installation Launcher window
(if the installation program detects a local installation of SQL Server 2008 R2 or Microsoft SQL
Server 2014, it disables the corresponding Install SQL Server Express option):
If you intend to use the Microsoft SQL Server 2014 Express Edition distributed with PlateSpin
Migrate, install it first.
If you intend to use an existing SQL Server database, skip the database installation, start
installing the PlateSpin Server, and point to your existing database when prompted.
IMPORTANT: When you browse to and select an existing database, the default value for the
server name is displayed, for example:
<database_server>\<Database_instance_name>
You need not specify the DB instance name explicitly in this field. Specify the database server
name only, and delete the instance name default. Specifying the database instance name results
in a failure to validate the server.
1.3.2
Installing the Database Server
If you do not have a SQL Server 2008 R2 database engine or SQL Server 2014, you can install
Microsoft SQL Server 2014 Express Edition included in your PlateSpin Migrate software distribution.
1 On your intended database server host, start the Installation Launcher.
See “Starting the PlateSpin Migrate Installation Launcher” on page 18.
2 Click Install SQL Server Express and follow the on-screen instructions.
The program installs a database server and the database instances required for the operation of
PlateSpin Migrate.
NOTE: The SQL administrator password is generated during the installation of Microsoft SQL
Server Express Edition. Keep the default sa credentials throughout the PlateSpin Migrate Server
installation. After the installation is complete, you should modify the SQL administrator
password. See Section 1.6, “Modifying the Password for the SQL Server Express System
Administrator User,” on page 24.
1.3.3
Installing the PlateSpin Server
1 Before you install the PlateSpin Server host, you must ensure the following requirements are
met:
 The PlateSpin Server host meets the minimum system requirements. See “System
Requirements for PlateSpin Server” on page 7.
 The PlateSpin Server host has the necessary prerequisite software installed. See “Installing
Prerequisite Software” on page 11.
2 On the PlateSpin Server host, launch the Installation Launcher. See “Starting the PlateSpin
Migrate Installation Launcher” on page 18.
3 Click Install PlateSpin Server and follow the on-screen instructions. Select the license
agreement option and click Next.
4 On the Database Connection Information screen, click Browse to select the database server and
select the authentication type.
Installing PlateSpin Migrate
19
5 (Conditional) If you select the Authentication Type as Windows Authentication, do the following:
5a On the Database Administrative Credentials screen, specify the credentials for the
database administrator.
NOTE: If you choose to connect to a remote database, then you must specify the domain
administrator credentials or the credentials of a domain user having sufficient administrator
and database rights.
5b Click Validate Credentials to validate the credentials and click Next.
5c On the Database User Credentials screen, specify the credentials for the database user.
However, to use the same credentials as the database administrator, select Same as the
Database Administrator.
5d Click Validate Credentials to validate the credentials and click Next.
5e On the Confirm SQL Connection screen, review the information. Click Back to edit the SQL
connection information or click Next to continue.
6 (Conditional) If you select the Authentication Type as SQL Authentication, do the following:
6a Specify a database server and instance:
 If you intend to install and use the local database server included in your PlateSpin
Migrate software distribution (the default option), leave the default selection
(local)\PLATESPINDB in the drop-down list and leave the default sa credentials. If you
subsequently move your PlateSpin Migrate database instance or change your SQL
Server password, you must reset the PlateSpin Migrate database connection settings.
See KB Article 7970523 (https://www.netiq.com/support/kb/doc.php?id=7970523).
 If you are using a remote database server, click Browse to select from a list of available
database servers in the network. Specify the database in the following format:
database_server\database_instance_name
 If the database server is running on a custom port, specify the database in the following
format:
database_server\database_instance_name,port_number
6b Specify the database credentials for the selected database server and click Validate
Credentials to validate the credentials.
6c Click Next and review the SQL connection information. Click Back to edit the SQL
connection information or click Next to continue.
7 On the IIS Configuration screen, specify whether you want to allow HTTP or HTTPS
connections. To allow unsecured connections (HTTP), select the Allow unsecured connections
(HTTP) option.
If your IIS server has a signed SSL certificate, the communication protocol is HTTPS by default.
Your browser might display a untrusted connection warning message. For information on
how to proceed, see your browser-specific documentation.
8 Click Next and verify the installation settings, then click Install and follow the on-screen prompts.
NOTE: This process of installing the PlateSpin Migrate server might take several minutes to
complete.
9 (Optional) Select Start the Migrate web client to launch the PlateSpin Migrate Web Client
immediately after the installation is complete.
20
Installing PlateSpin Migrate
1.3.4
Installing the PlateSpin Migrate Client
You have two installation options for the PlateSpin Migrate Client:
 “Installing the Client from within the Installation Launcher” on page 21
 “Downloading the Client from your PlateSpin Server” on page 21
 “Starting the Client and Activating the License” on page 21
Installing the Client from within the Installation Launcher
Use this option to install the Client on the same host with your PlateSpin Server immediately after the
completion of the Server installation.
1 Complete the Server installation.
See “Installing the PlateSpin Server” on page 19.
2 In the Installation Launcher window, click Install PlateSpin Client and follow the on-screen
instructions.
The installation program installs and configures the PlateSpin Migrate Client, preparing it to run.
Downloading the Client from your PlateSpin Server
Use this option to install the Client on a remote host by using a Web browser at any time after the
completion of the Server installation.
1 Complete the PlateSpin Server installation.
See “Installing the PlateSpin Server” on page 19.
2 Make sure your intended PlateSpin Migrate Client host meets the minimum system
requirements.
See “System Requirements for PlateSpin Migrate Client” on page 9.
3 On your intended PlateSpin Migrate Client host, open a Web browser and navigate to the
following URL:
http://server_host/platespinmigrate
Replace server_host with the actual name or IP address of your PlateSpin Server host. If the
PlateSpin Server is installed on the local computer, replace server_host with localhost. If SSL
is enabled, use the https protocol in the URL.
The browser loads the PlateSpin Server’s home page.
4 Click the PlateSpin Migrate Client download link, download the PlateSpin Migrate Client
software, and install it by following the on-screen instructions.
Starting the Client and Activating the License
To start the client, click Start > Programs > PlateSpin Migrate > PlateSpin Migrate Client. When you
install and launch the PlateSpin Migrate Client for the first time, the License Wizard opens and
prompts you to activate your copy of the software. For help with product licensing, see “PlateSpin
Migrate Product Licensing ” in the PlateSpin Migrate 12.2.1 User Guide.
You can also use the PlateSpin Migrate Web Interface to activate the license. For more information,
see the PlateSpin Migrate User Guide on the Documentation website (https://www.netiq.com/
documentation/platespin-migrate-12-2-1/).
Installing PlateSpin Migrate
21
1.4
Installing the PlateSpin Migrate Software
Components Using a Batch File
To silently install the PlateSpin Migrate Software Components:
1 From Micro Focus Downloads (https://www.microfocus.com/support-and-services/download/),
download the PlateSpinMigrateSetup-12.X.X.X.exe installation program and save it on your
intended PlateSpin Server host where you have installed and configured the prerequisite
operating system and applications. See Section 1.2, “Installing Prerequisite Software,” on
page 11.
2 Double-click the PlateSpinMigrateSetup-12.x.x.x.exe and extract the contents to a folder of your
preference, such as C:\Install\.
IMPORTANT: Do not extract the contents of the .exe file to the default folder.
3 After the files are extracted, click Cancel to exit the installation wizard.
4 Depending on your desired installation type, copy and paste one of the following scripts to a
batch file and execute the batch file after modifying the installation path as applicable.
 For a local Microsoft SQL Server Express Edition database:
C:\Migrate-12.2.1.X\PlateSpinImage\ServerInstall\setup.exe /s /v/qn /v"/
l*v c:\install.log" ^
/v"DBINSTALLTYPE=customerinstall" ^
/v"IS_SQLSERVER_SERVER=(local)\PLATESPINDB" ^
/v"IS_SQLSERVER_USERNAME= domain\sqladminUser " ^
/v"IS_SQLSERVER_USER_USERNAME= domain\sqlServiceUser " ^
/v"IS_SQLSERVER_PASSWORD=sqlauthenticationpwd"
 For a remote Microsoft SQL Server Express database:
C:\Migrate-12.2.1.X\PlateSpinImage\ServerInstall\setup.exe /s /v/qn /v"/
l*v c:\install.log" ^
/v"INSTALLDIR=c:\Migrate" ^
/v"DBINSTALLTYPE=remotedb" ^
/v"IS_SQLSERVER_SERVER=BM7W2K12SQL\BM8INSTANCE,59977" ^
/v"IS_SQLSERVER_AUTHENTICATION=0" ^
/v"IS_SQLSERVER_USERNAME= domain\sqladminUser " ^
/v"IS_SQLSERVER_USER_USERNAME= domain\sqlServiceUser " ^
/v"IS_SQLSERVER_USER_PASSWORD=sqlauthenticationpwd"
Property
Definition
DBINSTALLTYPE
Specifies the database install type:
 For an embedded database: customerInstall
 For a remote database: remotedb
INSTALLDIR
22
Installing PlateSpin Migrate
Specifies the installation directory. For example: C:\Program
Files\PlateSpin Migrate Server
Property
Definition
IS_SQLSERVER_AUTHENTICATION
Specifies the authentication method to be used:
 For Windows authentication: 0
 For SQL authentication: 1
IS_SQLSERVER_SERVER
Specifies the database server:
 For a local database: (local)\PLATESPINDB
 For a remote database:
DatabaseServerName\databaseInstance
1.5
IS_SQLSERVER_PASSWORD
Specifies the password for the database administrator.
IS_SQLSERVER_USER_PASSWORD
Specifies the password for the database service user.
IS_SQLSERVER_USERNAME
Specifies the database administrator user name in the format
domain\sqladminUser.
IS_SQLSERVER_USER_USERNAME
Specifies the database service user name in the format
domain\sqlServiceUser.
Checking for Software Updates
When the PlateSpin Migrate Client starts, it automatically checks the current version of the product
and displays any available updates in the Update Availability dialog box.
To prevent the system from automatically checking for updates every time:
1 In the Update Availability dialog box, select the Do not check for update at startup option.
2 Click OK.
To re-enable automatic software update checks:
1 In the PlateSpin Migrate Client, click Tools > Options.
2 In the General tab, select Restore Defaults.
3 Click OK.
To manually check for version updates:
1 In the PlateSpin Migrate Client, click Help > Check for Update.
The system checks the current version of the product and shows updates if they are available.
To download a specific software update or hotfix, follow the provided URL.
Installing PlateSpin Migrate
23
1.6
Modifying the Password for the SQL Server
Express System Administrator User
If you installed Microsoft SQL Server Express Edition, the installation automatically generated a
password for the SQL system administrator user (sa). For improved security, we strongly recommend
that you modify the password for the sa credentials after the PlateSpin Server installation is complete.
You can use your Windows Administrator credentials and SQL management tools to modify the
password without needing to know the generated password.
The Microsoft OSQL (osql) utility is included in the SQL Server Express software. You can use this
tool to modify the SQL system administrator password for your SQL Server Express database
engine. After you change the password, you must update the information for PlateSpin Server and
restart the Platespin Server service.
To change the SQL Server Express sa user password:
1 Log in to the PlateSpin Server host as the local Administrator user.
2 Launch the Administrator Command Prompt.
3 Modify the SQL system administrator password. Enter
osql -S .\PlateSpinDB -E -Q "ALTER LOGIN sa WITH PASSWORD = '${NewPassword}'"
This OSQL syntax executes the query that follows the -Q option, and then exits the OSQL utility.
This command uses the ALTER LOGIN syntax rather than the sp_password stored procedure as
recommended by Microsoft in the sp_password (Transact-SQL documentation.
For information about syntax and commands for OSQL, see OSQL Utility on the Microsoft
website.
4 Update PlateSpin with the new password for the SQL system administrator user. Enter
%PROGRAM FILES%\"PlateSpin Migrate
Server"\bin\PlateSpin.UpdateConnectionString.exe /instance=.\PlateSpinDB /
username=sa /password=${NewPassword}
5 Restart the PlateSpin Server service. Enter
%PROGRAM FILES%\PlateSpin Migrate
Server\bin\RestartPlateSpinServer\RestartPlateSpinServer.exe
24
Installing PlateSpin Migrate
2
Troubleshooting Installation Problems
2
 Section 2.1, “Common Installation Issues and Solutions,” on page 25
 Section 2.2, “Knowledgebase Articles about Installation Troubleshooting,” on page 26
 Section 2.3, “Removing PlateSpin Software,” on page 26
2.1
Common Installation Issues and Solutions
Problems or Messages
Solutions
An unexpected error occurs when trying
to install the PlateSpin Server to a nondefault location
When you install the PlateSpin Server in a non-default directory,
you must also grant the ASP.NET user account full access to that
directory. For example, if you want to install the server in
D:\PM_9, you must make sure that the ASP.NET user account
has full access to D:\PM_9.
HTTP 403 Error
PlateSpin Migrate uses ASP.NET for its Web services. If ASP.NET
is not installed on the server, the Web services do not function
correctly, and the installation fails with this error.
ASP.NET is included as part of the .NET Framework. When you
install the .NET Framework, IIS must already be installed on the
server for ASP.NET to be configured. If the .NET Framework was
installed prior to IIS, simply uninstall and reinstall the .NET
Framework.
Cannot connect to IIS with http or https...
During installation, an error message appears indicating that
PlateSpin Migrate cannot connect to IIS with HTTP or HTTPS,
when Setup attempted to connect with the existing IIS Server. The
cause of this error generally indicates a problem with the IIS
Server.
 Ensure that IIS and ASP.NET are installed properly. See KB
Article 7920595 (https://www.netiq.com/support/kb/
doc.php?id=7920595).
 To ensure that ASP.NET is properly registered with IIS, run
the following command:
"C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\as
pnet_regiis.exe" -i
If the above steps do not resolve the issue, refer to the detailed
instructions for reinstalling IIS and configuring IIS for isolation
mode in KB Article 7920710 (https://www.netiq.com/support/kb/
doc.php?id=7920710).
Installing PlateSpin Migrate on a
computer that has other applications
running on IIS
This can cause problems during and after installation. If possible,
avoid installing the product on a computer that has other
applications running on IIS.
Troubleshooting Installation Problems
25
2.2
2.3
Knowledgebase Articles about Installation
Troubleshooting
ID
Description
7920710 (https://www.netiq.com/support/kb/
doc.php?id=7920710)
ERRMSG: Install Error: Cannot connect to IIS with
http or https...
7920718 (https://www.netiq.com/support/kb/
doc.php?id=7920718)
INFO: IIS and NTFS Permissions requirements for
PlateSpin Migrate
7920595 (https://www.netiq.com/support/kb/
doc.php?id=7920595)
INFO: Installing IIS and ASP.NET v2.0
Removing PlateSpin Software
The procedure below outlines the required steps for uninstalling the software components of
PlateSpin Migrate and performing an optional manual cleanup. This might be necessary when
upgrading or recovering from problems with a previous installation.
For information on a post-migration cleanup of source workloads, see “Post-Migration Cleanup of
Source Workloads” in the PlateSpin Migrate 12.2.1 User Guide.
NOTE: This procedure does not remove license information from the server.
1 Use the Windows Control Panel to uninstall the PlateSpin Migrate Client.
2 Use the Windows Control Panel to uninstall the PlateSpin Server.
3 (Optional) If you opted to install the local database server from within the PlateSpin Migrate
installation program and if you no longer need it, use the Windows Control Panel to uninstall
Microsoft SQL Server 2014 Express Edition.
4 Ensure that the program directories of PlateSpin Migrate components were removed:
4a Make sure the PlateSpin Server home directory was removed:
..\PlateSpin Migrate Server
4b Make sure the PlateSpin Migrate Client home directory was removed:
..\PlateSpin Migrate Client
4c (Optional) If you installed a local Microsoft SQL Server 2014 Express Edition database
server and if you chose to uninstall it, remove the directory:
..\Program Files\Microsoft SQL Server
WARNING: Do not delete the SQL directory if you have another SQL server installed on the
PlateSpin Migrate server host.
5 Open IIS Manager and ensure that the ofxweb and PlateSpinMigrate virtual directories are
deleted.
6 Reboot the host.
26
Troubleshooting Installation Problems
3
Upgrading PlateSpin Migrate
3
To upgrade your PlateSpin Server to PlateSpin Migrate 12.2.1, you must have an existing installation
of PlateSpin Migrate 12.2, with or without interim patches and hotfixes applied. Other direct upgrades
are not supported.
IMPORTANT: Before upgrading:
 Run Diagnostics to generate detailed diagnostic reports on jobs executed before upgrade. Post
upgrading, the diagnostics reports are not available for jobs that you executed before upgrading.
 Close the Migrate Client.
 Section 3.1, “Prerequisites for Upgrade,” on page 27
 Section 3.2, “Upgrading Migrate,” on page 28
3.1
Prerequisites for Upgrade
Before an upgrade, prepare your environment for the backup and import of data.
 Section 3.1.1, “Ensuring Valid Credentials for Target Cloud Containers,” on page 27
 Section 3.1.2, “Backing Up Your Database Files Before Upgrade,” on page 27
 Section 3.1.3, “Backing Up Your Custom Linux blkwatch Drivers Before Upgrade,” on page 28
3.1.1
Ensuring Valid Credentials for Target Cloud Containers
The credentials in the Migrate database for target Cloud containers must be valid at export and
import. Ensure that the password does not change or expire after export and until the import
completes after upgrade. If your password is pending expiration, modify the password in the Cloud
provider environment and update the credentials in Migrate before you begin an export.
WARNING: If credentials are invalid during import, the Cloud container is not imported and its
associated workload configurations are corrupted in the imported database. To use the same Migrate
server for migrations to the target Cloud container, you must re-install PlateSpin Server, which resets
the database. You must re-configure all target containers and workloads.
3.1.2
Backing Up Your Database Files Before Upgrade
During the upgrade, the PlateSpin Migrate installation program transparently exports data from your
existing database and re-imports it into a new database instance as required. However, as an
additional measure of precaution, consider backing up your data prior to the upgrade.
1 On your server host, stop MS SQL services:
1a On the Start menu, click Run, type services.msc, then click OK.
1b In the Services window, right-click the SQL Server items, then select Stop.
Upgrading PlateSpin Migrate
27
2 Copy all *.mdf and *.ldf files to a location outside the product installation directory. The default
location of these files is:
\Program Files\PlateSpin Migrate Server\Database
3 Restart MS SQL services that you stopped in Step 1.
Proceed with the upgrade, as detailed in “Upgrading Migrate” on page 28.
3.1.3
Backing Up Your Custom Linux blkwatch Drivers Before
Upgrade
During the upgrade, the PlateSpin Migrate installation program will overwrite custom Linux blkwatch
drivers that you previously added to PlateSpin Migrate. Consider saving a copy of your custom Linux
blkwatch drivers prior to the upgrade.
1 Log in to the PlateSpin Migrate Server host machine as the Administrator user.
2 Navigate to the PlateSpin application's installation directory, such as C:\Program
Files\PlateSpin Migrate Server\.
3 Open the .\Packages\9D470BFF-E30F-4015-83D8-4D308A8C8B1B\ folder and copy the
1.package file out of this folder to a temporary directory.
4 Rename 1.package with the .zip file extension (1.zip), then extract the contents of the file to
this temporary directory.
5 Save your CustomKernel* content to another temporary location.
Proceed with the upgrade, as detailed in “Upgrading Migrate” on page 28.
After the upgrade, you should upload again any custom Linux blkwatch drivers you need for future
migrations. See KB Article 7005873 (https://www.netiq.com/support/kb/doc.php?id=7005873).
3.2
Upgrading Migrate
1 Back up your data.
See “Backing Up Your Database Files Before Upgrade” on page 27.
2 Use the Windows Control Panel to uninstall your client application, the PlateSpin Migrate Client.
3 On your server host, start the PlateSpinMigrateSetup-12.2.1.X.exe installation program.
4 Click Install Server and follow the on-screen instructions. When you are prompted to specify a
database instance, point the installation program to your existing database instance.
5 Install the current version of the PlateSpin Migrate Client.
See “Installing the PlateSpin Migrate Client” on page 21.
6 (Optional) After the upgrade, you should upload again any custom Linux blkwatch drivers you
need for future migrations. See KB Article 7005873 (https://www.netiq.com/support/kb/
doc.php?id=7005873).
See also “Backing Up Your Custom Linux blkwatch Drivers Before Upgrade” on page 28.
28
Upgrading PlateSpin Migrate
A
Documentation Updates
A
This section contains information on documentation content changes that were made in the English
version of the PlateSpin Migrate Installation and Upgrade Guide since the General Availability of
PlateSpin Migrate 12.2.1.
 Section A.1, “February 2018,” on page 29
A.1
February 2018
Location
Update
Section 1.3.2, “Installing the Database Server,” on
page 19
NOTE: The SQL administrator password is
generated during the installation of Microsoft SQL
Server Express Edition. Keep the default sa
credentials throughout the PlateSpin Migrate Server
installation. After the installation is complete, you
should modify the SQL administrator password. See
Section 1.6, “Modifying the Password for the SQL
Server Express System Administrator User,” on
page 24.
Section 1.6, “Modifying the Password for the SQL
Server Express System Administrator User,” on
page 24
This section is new.
Section 3.1.3, “Backing Up Your Custom Linux
blkwatch Drivers Before Upgrade,” on page 28
This section is new.
Section 3.2, “Upgrading Migrate,” on page 28
Added a step to optionally upload the custom Linux
blkwatch drivers that you backed up for the Migrate
server.
Section 3.2, “Upgrading Migrate,” on page 28
Removed an optional step to manually update any
remote hosts running PlateSpin Image Server
software. This step is not needed for PlateSpin
Migrate 12. and later.
Documentation Updates
29
30
Documentation Updates
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