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Copy file name to clipboardExpand all lines: articles/migrate/how-to-set-up-appliance-hyper-v.md
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@@ -6,15 +6,15 @@ ms.author: vibansa
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ms.manager: abhemraj
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ms.topic: how-to
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ms.service: azure-migrate
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ms.date: 12/12/2022
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ms.custom: engagement-fy23
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ms.date: 06/17/2024
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ms.custom: engagement-fy24
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---
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# Set up an appliance for servers on Hyper-V
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Follow this article to set up the Azure Migrate appliance for discovery and assessment of servers on Hyper-V with the [Azure Migrate: Discovery and assessment](migrate-services-overview.md#azure-migrate-discovery-and-assessment-tool) tool.
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The [Azure Migrate appliance](migrate-appliance.md)is a lightweight appliance used by Azure Migrate: Discovery and assessment/ Migration to discover on-premises servers on Hyper-V, and send server metadata/performance data to Azure.
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The [Azure Migrate appliance](migrate-appliance.md) is a lightweight appliance used by Azure Migrate: Discovery and assessment/ Migration to discover on-premises servers on Hyper-V, and send server metadata/performance data to Azure.
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You can deploy the appliance using a couple of methods:
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After creating the appliance, you check that it can connect to Azure Migrate: Discovery and assessment, configure it for the first time, and register it with the project.
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> [!NOTE]
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> If you have already created a project, you can use the same project to register additional appliances to discover and assess more no of servers.[Learn more](create-manage-projects.md#find-a-project)
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> If you have already created a project, you can use the same project to register additional appliances to discover and assess more no of servers.[Learn more](create-manage-projects.md#find-a-project).
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## Appliance deployment (VHD)
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1. In **Migration goals** > **Servers, databases and web apps** > **Azure Migrate: Discovery and assessment**, select **Discover**.
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2. In **Discover servers** > **Are your servers virtualized?**, select **Yes, with Hyper-V**.
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3. In **1:Generate project key**, provide a name for the Azure Migrate appliance that you will set up for discovery of servers on Hyper-V. The name should be alphanumeric with 14 characters or fewer.
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1.Click on**Generate key** to start the creation of the required Azure resources. Do not close the Discover servers page during the creation of resources.
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1.Select**Generate key** to start the creation of the required Azure resources. Do not close the Discover servers page during the creation of resources.
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1. After the successful creation of the Azure resources, a **project key** is generated.
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1. Copy the key as you will need it to complete the registration of the appliance during its configuration.
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### Download the VHD
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In **2: Download Azure Migrate appliance**, select the .VHD file and click on **Download**.
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:::image type="content" source="./media/tutorial-assess-hyper-v/servers-discover.png" alt-text="Screenshot of selections for Discover servers.":::
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In **2: Download Azure Migrate appliance**, select the .VHD file and select **Download**.
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:::image type="content" source="./media/tutorial-assess-hyper-v/generate-key-hyper-v-inline-1.png" alt-text="Screenshots of selections for Generate Key." lightbox="./media/tutorial-assess-hyper-v/generate-key-hyper-v-expanded-1.png":::
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Import the downloaded file, and create an appliance.
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1. Extract the zipped VHD file to a folder on the Hyper-V host that will host the appliance. Three folders are extracted.
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2. Open Hyper-V Manager. In **Actions**, click**Import Virtual Machine**.
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2. Open Hyper-V Manager. In **Actions**, select**Import Virtual Machine**.
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2. In the Import Virtual Machine Wizard > **Before you begin**, click**Next**.
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3. In **Locate Folder**, specify the folder containing the extracted VHD. Then click**Next**.
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1. In **Select Virtual Machine**, click**Next**.
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2. In **Choose Import Type**, click**Copy the virtual machine (create a new unique ID)**. Then click**Next**.
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3. In **Choose Destination**, leave the default setting. Click**Next**.
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4. In **Storage Folders**, leave the default setting. Click**Next**.
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2. In the Import Virtual Machine Wizard > **Before you begin**, select**Next**.
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3. In **Locate Folder**, specify the folder containing the extracted VHD. Select**Next**.
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1. In **Select Virtual Machine**, select**Next**.
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2. In **Choose Import Type**, select**Copy the virtual machine (create a new unique ID)**. Select**Next**.
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3. In **Choose Destination**, leave the default setting. Select**Next**.
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4. In **Storage Folders**, leave the default setting. Select**Next**.
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5. In **Choose Network**, specify the virtual switch that the server will use. The switch needs internet connectivity to send data to Azure.
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6. In **Summary**, review the settings. Then click**Finish**.
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6. In **Summary**, review the settings. Select**Finish**.
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7. In Hyper-V Manager > **Virtual Machines**, start the VM.
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### Verify appliance access to Azure
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2. Provide the language, time zone, and password for the appliance.
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3. Open a browser on any system that can connect to the appliance, and open the URL of the appliance web app: **https://*appliance name or IP address*: 44368**.
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Alternately, you can open the app from the appliance desktop by clicking the app shortcut.
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Alternately, you can open the app from the appliance desktop by selecting the app shortcut.
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1. Accept the **license terms**, and read the third-party information.
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#### Set up prerequisites and register the appliance
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```
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2. Alternatively, do this in the Local Group Policy Editor on the appliance:
- Double-click **Allow delegating fresh credentials**, and select **Enabled**.
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- In **Options**, click **Show**, and add each Hyper-V host you want to discover to the list, with **wsman/** as a prefix.
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- In **Options**, select **Show**, and add each Hyper-V host you want to discover to the list, with **wsman/** as a prefix.
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- In **Credentials Delegation**, double-click **Allow delegating fresh credentials with NTLM-only server authentication**. Again, add each Hyper-V host you want to discover to the list, with **wsman/** as a prefix.
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## Start continuous discovery
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### Provide Hyper-V host/cluster details
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1. In **Step 1: Provide Hyper-V host credentials**, click on **Add credentials** to specify a friendly name for credentials, add **Username** and **Password** for a Hyper-V host/cluster that the appliance will use to discover servers. Click on **Save**.
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1. If you want to add multiple credentials at once, click on **Add more** to save and add more credentials. Multiple credentials are supported for the discovery of servers on Hyper-V.
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1. In **Step 2: Provide Hyper-V host/cluster details**, click on **Add discovery source** to specify the Hyper-V host/cluster **IP address/FQDN** and the friendly name for credentials to connect to the host/cluster.
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1. In **Step 1: Provide Hyper-V host credentials**, select **Add credentials** to specify a friendly name for credentials, add **Username** and **Password** for a Hyper-V host/cluster that the appliance will use to discover servers. Select **Save**.
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1. If you want to add multiple credentials at once, select **Add more** to save and add more credentials. Multiple credentials are supported for the discovery of servers on Hyper-V.
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1. In **Step 2: Provide Hyper-V host/cluster details**, select **Add discovery source** to specify the Hyper-V host/cluster **IP address/FQDN** and the friendly name for credentials to connect to the host/cluster.
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1. You can either **Add single item** at a time or **Add multiple items** in one go. There is also an option to provide Hyper-V host/cluster details through **Import CSV**.
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- If you choose **Add single item**, you need to specify friendly name for credentials and Hyper-V host/cluster **IP address/FQDN** and click on **Save**.
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- If you choose **Add multiple items** _(selected by default)_, you can add multiple records at once by specifying Hyper-V host/cluster **IP address/FQDN** with the friendly name for credentials in the text box. Verify** the added records and click on **Save**.
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- If you choose **Import CSV**, you can download a CSV template file, populate the file with the Hyper-V host/cluster **IP address/FQDN** and friendly name for credentials. You then import the file into the appliance, **verify** the records in the file and click on **Save**.
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- If you choose **Add single item**, you need to specify friendly name for credentials and Hyper-V host/cluster **IP address/FQDN** and select **Save**.
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- If you choose **Add multiple items** _(selected by default)_, you can add multiple records at once by specifying Hyper-V host/cluster **IP address/FQDN** with the friendly name for credentials in the text box. Verify** the added records and select **Save**.
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- If you choose **Import CSV**, you can download a CSV template file, populate the file with the Hyper-V host/cluster **IP address/FQDN** and friendly name for credentials. You then import the file into the appliance, **verify** the records in the file and select **Save**.
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1. On clicking Save, appliance will try validating the connection to the Hyper-V hosts/clusters added and show the **Validation status** in the table against each host/cluster.
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- For successfully validated hosts/clusters, you can view more details by clicking on their IP address/FQDN.
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- If validation fails for a host, review the error by clicking on **Validation failed** in the Status column of the table. Fix the issue, and validate again.
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- To remove hosts or clusters, click on **Delete**.
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1. On selecting Save, appliance will try validating the connection to the Hyper-V hosts/clusters added and show the **Validation status** in the table against each host/cluster.
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- For successfully validated hosts/clusters, you can view more details by selecting their IP address/FQDN.
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- If validation fails for a host, review the error by selecting **Validation failed** in the **Status** column of the table. Fix the issue, and validate again.
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- To remove hosts or clusters, select **Delete**.
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- You can't remove a specific host from a cluster. You can only remove the entire cluster.
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- You can add a cluster, even if there are issues with specific hosts in the cluster.
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1. You can **revalidate** the connectivity to hosts/clusters anytime before starting the discovery.
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### Start discovery
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Click on **Start discovery**, to kick off server discovery from the successfully validated host(s)/cluster(s). After the discovery has been successfully initiated, you can check the discovery status against each host/cluster in the table.
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Select **Start discovery**, to kick off server discovery from the successfully validated host(s)/cluster(s). After the discovery has been successfully initiated, you can check the discovery status against each host/cluster in the table.
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## How discovery works
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After discovery finishes, you can verify that the servers appear in the portal.
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1. Open the Azure Migrate dashboard.
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2. In **Servers, databases and web apps** > **Azure Migrate: Discovery and assessment** page, click the icon that displays the count for **Discovered servers**.
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2. In **Servers, databases and web apps** > **Azure Migrate: Discovery and assessment** page, select the icon that displays the count for **Discovered servers**.
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