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---
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title: Set up an Azure Migrate appliance with a script
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description: Learn how to set up an Azure Migrate appliance with a script
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ms.topic: article
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ms.date: 03/23/2020
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---
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# Set up an appliance with a script
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This article describes how to set up the [Azure Migrate appliance](deploy-appliance.md) using a PowerShell installer script.
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The script provides:
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- An alternative to setting up the appliance using a OVA template, for assessment and agentless migration of VMware VMs.
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- An alternative to setting up the appliance using a VHD template, for assessment and migration of Hyper-V VMs.
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- For assessment of physical servers, the script is the only method available for setting up the appliance.
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## Prerequisites
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The script sets up the Azure Migrate appliance on an existing physical machine or VM.
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- The machine on which you run the script to set up the appliance must be running Windows Server 2016, with 32 GB of memory, eight vCPUs, around 80 GB of disk storage, and an external virtual switch.
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- Before you start, review appliance requirements for [VMware VMs](migrate-appliance.md#appliance---vmware), [Hyper-V VMs](migrate-appliance.md#appliance---hyper-v), and [physical servers](migrate-appliance.md#appliance---physical).
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- Don't run the script on an existing Azure Migrate appliance.
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## Download the script
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1. Locate the machine/VM that will act as the Azure Migrate appliance.
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2. On the machine, do the following:
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- To use the appliance with VMware VMs or Hyper-V VMs, [download](https://go.microsoft.com/fwlink/?linkid=2105112) the zipped folder containing the installer script and the MSIs.
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- To use the appliance with physical servers, download the script from the Azure Migrate portal, as described in this [tutorial](tutorial-assess-physical.md#set-up-the-appliance).
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## Verify file security
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Check that the zipped file is secure, before you deploy it.
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1. On the machine to which you downloaded the file, open an administrator command window.
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2. Run the following command to generate the hash for the zipped file
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- ```C:\>CertUtil -HashFile <file_location> [Hashing Algorithm]```
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- Example usage: ```C:\>CertUtil -HashFile C:\Users\administrator\Desktop\AzureMigrateInstaller.zip SHA256```
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3. Verify that the generated hash values match these settings (these are for the latest appliance version):
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**Algorithm** | **Hash value**
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--- | ---
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MD5 | 1e92ede3e87c03bd148e56a708cdd33f
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SHA256 | a3fa78edc8ff8aff9ab5ae66be1b64e66de7b9f475b6542beef114b20bfdac3c
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## Run the script
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Run the installer script to:
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- Installs agents and a web application.
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- Install Windows roles, including Windows Activation Service, IIS, and PowerShell ISE.
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- Download and installs an IIS rewritable module. [Learn more](https://www.microsoft.com/download/details.aspx?id=7435).
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- Updates a registry key (HKLM), with persistent setting details for Azure Migrate.
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- Creates log and configuration files as follows:
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- **Config Files**: %ProgramData%\Microsoft Azure\Config
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- **Log Files**: %ProgramData%\Microsoft Azure\Logs
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To run the script:
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1. Extract the zipped file to a folder on the machine that will host the appliance.
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2. Launch PowerShell with administrator (elevated) privileges.
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3. Change the PowerShell directory to the folder containing the contents extracted from the downloaded zipped file.
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4. Run the script **AzureMigrateInstaller.ps1** as follows:
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- For VMware:
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```
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PS C:\Users\administrator\Desktop\AzureMigrateInstaller> AzureMigrateInstaller.ps1 -scenario VMware
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```
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- For Hyper-V:
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```
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PS C:\Users\administrator\Desktop\AzureMigrateInstaller> AzureMigrateInstaller.ps1 -scenario Hyperv
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```
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- For physical servers:
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```
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PS C:\Users\administrator\Desktop\AzureMigrateInstaller> AzureMigrateInstaller.ps1
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```
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5. After the script runs successfully, it launches the appliance web application so that you can set up the appliance. If you encounter any issues, you can view the script logs at C:\ProgramData\Microsoft Azure\Logs\AzureMigrateScenarioInstaller_<em>Timestamp</em>.log.
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## Next steps
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After you've set up the appliance using the script, follow the instructions to configure the appliance for [VMware](how-to-set-up-appliance-vmware.md#configure-the-appliance), [Hyper-V](how-to-set-up-appliance-hyper-v.md#configure-the-appliance), or physical servers for the first time.

articles/migrate/deploy-appliance.md

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---
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title: Set up an Azure Migrate applianc
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description: Learn how to set up an Azure Migrate appliance to assess and migrate VMware VMs.
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ms.topic: article
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ms.date: 11/18/2019
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---
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# Set up an Azure Migrate appliance
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This article summarizes options for setting up the Azure Migrate appliance.
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The Azure Migrate appliance is a lightweight appliance deployment on-premises, and is used in a number of scenarios.
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**Scenario** | **Details**
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--- | ---
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Assess VMware VMs with Azure Migrate:Server Assessment | Discover VM apps and dependencies<br/><br/> Collect machine metadata and performance metadata for assessments.
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Assess Hyper-V VMs with Azure Migrate:Server Assessment | Discover Hyper-V VMs<br/><br/> Collect machine metadata and performance metadata for assessments.
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Assess physical machines | Discover machines as physical servers<br/><br/> Collect machine metadata and performance metadata for assessments.
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Replicate VMware VMs with agentless migration. | Replicate VMware VMs without installing anything on the VMs you want to replicate.
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## Deployment options
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You can deploy the appliance in a couple of ways.
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**Scenario** | **Template** | **Script**
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--- | --- | --- | ---
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**Assess VMware VMs** | Deploy with a downloaded OVA template.<br/><br/> Learn how to deploy the appliance [using a template](how-to-set-up-appliance-vmware.md), or start the [assessment tutorial](tutorial-prepare-vmware.md) and deploy the appliance with a template during the tutorial. | Deploy using a PowerShell installer script.<br/><br/> [Review](deploy-appliance-script.md) appliance script instructions.
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**Assess Hyper-V VMs** | Deploy with a downloaded VHD template. <br/><br/> Learn how to deploy the appliance [using a template](how-to-set-up-appliance-vmware.md), or start the [assessment tutorial](tutorial-prepare-vmware.md) and deploy the appliance with a template during the tutorial. | Deploy using a PowerShell installer script.<br/><br/> [Review](deploy-appliance-script.md) appliance script instructions.
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**Assess physical servers** | No template. | Deploy using a PowerShell installer script.<br/><br/> Review [appliance script instructions](how-to-set-up-appliance-physical.md), or start the [assessment tutorial](tutorial-prepare-physical.md), and deploy the appliance during the tutorial.
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**Replicate VMware VMs (agentless)** | Deploy with a downloaded OVA template.<br/><br/> If you've already assessed VMs you replicate, then you've already set up the appliance during assessment.<br/><br/> If you replicate VMware VMs without assessing them, learn how to deploy the appliance using a template, or start the [agentless migration tutorial](tutorial-migrate-vmware.md), and deploy the appliance with a template during the tutorial. | Deploy using a PowerShell installer script. <br/><br/> [Review](deploy-appliance-script.md) appliance script instructions.
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## Next steps
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[Review](migrate-appliance.md) appliance requirements.

articles/migrate/how-to-set-up-appliance-hyper-v.md

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# Set up an appliance for Hyper-V VMs
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This article describes how to set up the Azure Migrate appliance if you're assessing Hyper-V VMs with the Azure Migrate Server Assessment tool, or migrating VMware VMs to Azure using the Azure Migrate Server Migration tool.
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This article describes how to set up the Azure Migrate appliance for assessment of Hyper-V VMs, using the [Azure Migrate:Server Assessment](migrate-services-overview.md#azure-migrate-server-assessment-tool) tool.
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The Hyper-V VM appliance is a lightweight appliance used by Azure Migrate Server Assessment/Migration to do the following:
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The [Azure Migrate appliance](migrate-appliance.md) is a lightweight appliance used by Azure Migrate:Server Assessment/Migration to discover on-premises Hyper-V VMs, and send VM metadata/performance data to Azure.
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- Discover on-premises Hyper-V VMs.
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- Send metadata and performance data for discovered VMs to Azure Migrate Server Assessment/Migration.
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You can set up the Azure Migrate appliance for Hyper-V VM assessment using a VHD template that you download, or using a PowerShell installation script. This article describes how to set up the appliance using the VHD template. If you want to set up the appliance using the script, follow the instructions in [this article](deploy-appliance-script.md).
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[Learn more](migrate-appliance.md) about the Azure Migrate appliance.
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## Appliance deployment (VHD)
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## Appliance deployment steps
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To set up the appliance using a VHD template:
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To set up the appliance you:
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- Download a compressed Hyper-V VHD from the Azure portal.
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- Create the appliance, and check that it can connect to Azure Migrate Server Assessment.
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- Configure the appliance for the first time, and register it with the Azure Migrate project.
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## Configure the appliance
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Set up the appliance for the first time.
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Set up the appliance for the first time. If you deploy the appliance using a script instead of a VHD, the first two steps in the procedure aren't applicable.
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1. In Hyper-V Manager > **Virtual Machines**, right-click the VM > **Connect**.
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2. Provide the language, time zone, and password for the appliance.

articles/migrate/how-to-set-up-appliance-vmware.md

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# Set up an appliance for VMware VMs
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This article describes how to set up the Azure Migrate appliance if you're assessing VMware VMs with the Azure Migrate Server Assessment tool, or migrating VMware VMs to Azure with agentless migration using the Azure Migrate Server Migration tool.
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This article describes how to set up the Azure Migrate appliance for assessment and agentless migration of VMware VMs, using the [Azure Migrate:Server Assessment](migrate-services-overview.md#azure-migrate-server-assessment-tool) tool.
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The VMware VM appliance is a lightweight appliance used by Azure Migrate Server Assessment/Migration to do the following:
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The [Azure Migrate appliance](migrate-appliance.md) is a lightweight appliance used by Azure Migrate:Server Assessment/Migration to discover on-premises VMware VMs, and send VM metadata/performance data to Azure.
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- Discover on-premises VMware VMs.
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- Send metadata and performance data for discovered VMs to Azure Migrate Server Assessment/Migration.
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You can set up the Azure Migrate appliance for VMware VM assessment using an OVA template that you download, or using a PowerShell installation script. This article describes how to set up the appliance using the OVA template. If you want to set up the appliance using the script, follow the instructions in [this article](deploy-appliance-script.md).
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[Learn more](migrate-appliance.md) about the Azure Migrate appliance.
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## Appliance deployment (OVA)
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## Appliance deployment steps
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To set up the appliance using an OVA template you:
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- Download an OVA template file, and import it to vCenter Server.
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- Create the appliance, and check that it can connect to Azure Migrate Server Assessment.
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- Configure the appliance for the first time, and register it with the Azure Migrate project.
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Set up the appliance for the first time.
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Set up the appliance for the first time. If you deploy the appliance using a script instead of an OVA template, the first two steps in the procedure aren't applicable.
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1. In the vSphere Client console, right-click the VM > **Open Console**.
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---
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title: Azure Migrate appliance architecture
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description: Provides an overview of the Azure Migrate appliance used in server assessment and migration.
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ms.topic: conceptual
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ms.date: 03/23/2020
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---
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# Azure Migrate appliance architecture
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This article describes the Azure Migrate appliance architecture and processes. The Azure Migrate appliance is a lightweight appliance that's deployed on premises, to discover VMs and physical servers that you want to assess for migration to Azure.
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## Deployment scenarios
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The Azure Migrate appliance is used in the following scenarios.
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**Scenario** | **Tool** | **Used for**
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--- | --- | ---
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**VMware VM assessment** | Azure Migrate: Server Assessment | Discover VMware VMs.<br/><br/> Discover machine apps and dependencies.<br/><br/> Collect machine metadata and performance metadata and send to Azure.
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**VMware VM migration (agentless)** | Azure Migrate: Server Migration | Discover VMware VMs<br/><br/> Replicate VMware VMs with [agentless migration](server-migrate-overview.md).
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**Hyper-V VM assessment** | Azure Migrate: Server Assessment | Discover Hyper-V VMs.<br/><br/> Collect machine metadata and performance metadata and send to Azure.
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**Physical machine** | Azure Migrate: Server Assessment | Discover physical servers.<br/><br/> Collect machine metadata and performance metadata and send to Azure.
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## Appliance components
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The appliance has a number of components.
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- **Management app**: This is a web app for user input during appliance deployment. Used when assessing machines for migration to Azure.
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- **Discovery agent**: The agent gathers machine configuration data. Used when assessing machines for migration to Azure.
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- **Assessment agent**: The agent collects performance data. Used when assessing machines for migration to Azure.
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- **DRA agent**: Orchestrates VM replication, and coordinates communication between replicated machines and Azure. Used only when replicating VMware VMs to Azure using agentless migration.
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- **Gateway**: Sends replicated data to Azure. Used only when replicating VMware VMs to Azure using agentless migration.
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- **Auto update service**: Updates appliance components (runs every 24 hours).
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## Appliance deployment
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- The Azure Migrate appliance can be set up using a template (Hyper-V or VMware only) or a PowerShell script installer. [Learn more](deploy-appliance.md#deployment-options) about the options.
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- Appliance support requirements and deployment prerequisites are summarized in the [appliance support matrix](migrate-appliance.md).
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## Collected data
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Data collected by the client for all deployment scenarios is captured fully in the [appliance support matrix](migrate-appliance.md).
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## Discovery and collection process
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![Architecture](./media/migrate-appliance-architecture/architecture.png)
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The appliance communicates with vCenter Servers and Hyper-V hosts/cluster using the following process.
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1. **Start discovery**:
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- When you start the discovery on the Hyper-V appliance, it communicates with the Hyper-V hosts on WinRM ports 5985 (HTTP) and 5986 (HTTPS).
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- When you start discovery on the VMware appliance, it communicates with the vCenter server on TCP port 443 by default. IF the vCenter server listens on a different port, you can configure it in the appliance web app.
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2. **Gather metadata and performance data**:
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- The appliance uses a Common Information Model (CIM) session to gather Hyper-V VM data from the Hyper-V host on ports 5985 and 5986.
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- The appliance communicates with port 443 by default, to gather VMware VM data from the vCenter Server.
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3. **Send data**: The appliance sends the collected data to Azure Migrate Server Assessment and Azure Migrate Server Migration over SSL port 443. The appliance can connect to Azure over the internet, or you can use ExpressRoute with public/Microsoft peering.
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- For performance data, the appliance collects real-time utilization data.
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- Performance data is collected every 20 seconds for VMware, and every 30 seconds for Hyper-V, for each performance metric.
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- The collected data is rolled up to create a single data point for 10 minutes.
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- The peak utilization value is selected from all of the 20/30-second data points, and sent to Azure for assessment calculation.
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- Based on the percentile value specified in the assessment properties (50th/90th/95th/99th), the ten-minute points are sorted in ascending order, and the appropriate percentile value is used to compute the assessment
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- For Server Migration, the appliance starts collecting VM data, and replicates it to Azure.
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4. **Assess and migrate**: You can now create assessments from the metadata collected by the appliance using Azure Migrate Server Assessment. In addition, you can also start migrating VMware VMs using Azure Migrate Server Migration to orchestrate agentless VM replication.
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## Appliance upgrades
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The appliance is upgraded as the Azure Migrate agents running on the appliance are updated. This happens automatically because auto-update is enabled on the appliance by default. You can change this default setting to update the agents manually.
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You turn off auto-update in the registry by setting HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\AzureAppliance "AutoUpdate" key to 0 (DWORD). If you decide to use manual updates, it's important to update all agents on the appliance at the same time, using the **Update** button for each outdated agent on the appliance..
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## Next steps
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[Review](migrate-appliance.md) the appliance support matrix.
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