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Collapse All Assets

Clear All, which will clear any mapped dependencies

By right-clicking on a node, you can see a performance breakdown of that machine

You also have the option to move that node from its current group to another group or asset

The panel on the left-hand side of the page will allow you to view those same groups and assets, as well as drill down to specific machines.

Above the group lists is a search bar that will allow you to search based on a number of criteria, such as, group, asset, or machine name, along with DNS, IP Address or Operating System name.

Under the Application Connectivity [tab] you can find a list of all the applications observed during the Cloudamize Assessment. By clicking on an asset, you will see the applications specifically within that asset.

And if you click on an individual node, you will see the applications specifically found on that node.

The search bar at the top will also allow you to find a specific application in a group, asset, or a single node.

After selecting any or all of the applications, you will see that the communication between nodes has been mapped out on the canvas. Additionally, by selecting an asset or a node, you can select any or all of the applications and view the interconnectivity of that application.  

The arrows that appear on the canvas are either bi-directional, or uni-directional depending on the server to client communication direction. By clicking on an arrow, you will be presented with the Client Name, Client IP Address, Server Name, and Server IP Address. 

The Project Management [tab] allows you to assign tags, owners, migration type, and any other notes. You can later search based on these tags and build migration groups.                                                    

You can use these tags to identify machines and create groups or assets. ​Tags can also be imported via CSV. For large environments, Cloudamize recommends using this functionality.

The Summary [tab] is where you will find a detailed breakdown of groups, assets, and nodes. Information such as IP Address, Number of Nodes, Number of Communicating Applications, Cost, as well as a variety of reports which we will detail further is available for you to review.

To make adjustments, click on the More Tools button, and select Application Inventory Settings.

A new window will open allowing you to view all processes in the environment, and choose which should be considered for migration.

First click View All at the bottom of the page to ensure you can see the entire list of observed processes

For example:
If you wanted to remove Citrix processes from consideration, simply type ‘Citrix’ into the search bar, and you can then ‘check’ the box next to each process you would like to remove from consideration.

Once finished press Save

After confirming your selection, you will be returned to the canvas.

Those changes will be applied to the canvas, as well as the Application Interconnectivity report. This will allow you to specifically focus on the applications in scope for migration.

To make adjustments, click on the More Tools button, and select Build-Application Based Move Groups  

A new window will open where you can select the source, or source groups  that you wish to filter from, and click Apply. By default all source groups are selected.

The Chart at the bottom  of the screen will populate with any applications that fall within your selected source groups.

From here you can sort the groups by Application Category, Vendor Details, Product Name, Description, Role, or Info URL. There is also an option to view all machines in one page by clicking the View All button at the bottom of the page 

You can use the search bar to filter by specific application, the chart will filter based on your input, and show only those machines with the specified application.Select the machine, or machines you wish to add this group. At the bottom of the screen you have two choices, clicking Download will create a CSV file with the information included in your new move group   Clicking Build will continue the group creation process.A new screen will open, allowing you to select an Existing Group, a New Group, an Existing Asset, or a New Asset

Under Group Name, there are two options, Existing Group, or New Group.
If you choose to move the target nodes into an Existing Group, select the group from the drop-down list.

If you want to create a New Group, click the Circle next to New Group, and then add the name to the box.

To make adjustments, click on the More Tools button, and select Build-Machine Based Move Groups.

A new window will open with two sections, the bottom section lists all processes found during the assessment and the top section, is where we will be adding rules for these machines.

First, click the Add button, new values will appear that allow you to choose the column, condition, and value, or enter a customer value.

Under Column, you can select which of the column names in the table at the bottom, you will begin to filter.

Filters include, Group Name, Asset Name, Host Name, Total Cost, OS Name, SQL Name, SQL Edition, SQL Version, Tag Key, and Tag Value. Please note that Tag Keys & Values are added through the Project Management [tab] discussed in the Migration Planner overview.

For this example, we will select OS Name.
Under Condition, choose the condition for your filter, and under Value, select the value that you wish to filter to within the selected Column Name. If you want to add further rules, select the Add, and repeat the process.
Once you have completed your selection, click Apply. Any asset groups you create in Migration Planner cannot be used in the CMZ Designer, unless they are manually pushed by Engineering from the Planner to Assess.

The table at the bottom of the window will update, and show only the hosts that fall within the specified rule. Select the node, or nodes you wish to add to this group.

At the bottom of the screen you have two choices, clicking Download will create a CSV file with the nodes included in your new move group

You can use the search bar to filter by specific application, the chart will filter based on your input, and show only those machines with the specified application.Select the machine, or machines you wish to add this group.

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At the bottom of the screen you have two choices, clicking Download will create a CSV file with the information included in your new move group 

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Clicking Build will continue the group creation process.
A new screen will open, allowing you to select an Existing Group, a New Group, an Existing Asset, or a New Asset

Under Group Name, there are two options, Existing Group, or New Group.
If you choose to move the target nodes into an Existing Group, select the group from the drop-down list.

If you want to create a New Group, click the Circle next to New Group, and then add the name to the box.

To begin, navigate to the Migration Planner from the asses Dashboard. Once there click on the ‘More Tools’ button, followed by Advanced Filtering

In the window that opens, on the left-hand side are some stock filters that Cloudamize provide for you, such as, high-compute, high-storage, or high-network cost amongst others.

To create a new filter, click the ‘+’ button. After clicking the ‘+’ button, select either Application Filter or Machine Filter from the dropdown box to begin.

In the example below, we will create a Machine Filter.
Next, select the Filter Type, the filter types available will match the categories found on the assess dashboard, compute, network, storage, summary, and machine view. 

Click Add, and a new line will appear allowing you to filter by any field found within the selected category. 

In this example, we are creating a Compute Filter with a role looking for machines where the Bottleneck is Memory. After ‘clicking’ Add, the chart at the bottom will update to show only the machines, where the Bottleneck is memory.

From here you can ‘select’ the Product, or Products you wish to add to this group, and at the bottom of the window are three options, Build, Add Tag, or Download.

By clicking Download you will create a CSV file with the information included in your new move group.

You are able to change what information is included in the report by ‘clicking’ on the columns and ‘checkboxes’ within. 

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Here we will create a New Asset called Bottleneck. First, select the Existing Group, you want you asset to be located in, and then name your New Asset. You have the ability to add individual machines to add to this asset, or select all. When finished click Save. After clicking save, you will be returned to the canvas, and your New Asset will be created. Follow the same process to continue making other move groups with Advanced Filtering.Any asset groups you create in Migration Planner

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By clicking Add Tag you are presented with the option of applying a previously created ‘tag’ from the Project Management section of the Migration Planner, and allows you to assign tags, owners, migration type and any other notes, you can later search based on these tags, and build migration groups.                                    

1. Next, Navigate to the Migration Planner, click More Tools , and click Upload File from the top Toolbar

1. Click Choose File, navigate to the CSV file that you created and select it. Choose whether  your uploaded CSV will be for Creating Groups or Addings Tags. Then click Submit to continue.

1. Select which column from your CSV file will be mapped to Group Name, Asset Name and Machine Name. The click Save to continue.

1. Next, you will be presented with the Review your Mapping screen. Here you will see the Group Name, Asset Name, Machine Name, and a Message indicating whether the machine was found or not found.

            Click Save to apply the changes and return to the Migration Planner.

1. You can now view the changes applied in Migration Planner

1. To create a new template, begin by clicking the (+) button under CSV Designer

1. Next, click the drop-down box to select the Type of data to include in the template

1. Select the data to display as a column in the CSV output and click Add Column. The data title will display below

1. Click and drag the data tile to move its location. Click the X next to the title to remove the column

1. Once you have all the columns selected and ordered, click Save As to save the template.

1. Name your CSV Template and then click Save.

1. Click on the name of a template to edit it.

1. Add, delete, and move columns in the same way as when you created the template. Click Save As to create a new template with a different name.

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1. Name your CSV Template and then click Save.

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1. Select a template and click (-) button to delete the template

1. Click Yes to confirm that you want to delete the template

1. Click the Plan drop-down list to select a plan to apply to the data in the selected templates

1. Choose which templates to download and click Download. If downloading multiple templates, these will appear as separate sheets within a single spreadsheet.

1. The Undo Migration Planner Changes button is located in the Migration Planner inside the More Tools drop-down box.

2. Click More Tools and then click Undo Migration Planner Changes

1. A new window will open with a drop-down window allowing you to revert the Migration Planner to a previous state based on the selected time stamp. Select the state you wish to revert to and then click Apply