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Server Migration Center:Migrate servers across platforms

Last Updated:Dec 18, 2024

The quick migration feature allows you to migrate servers without performing complex operations such as logging on to a source server or downloading the Server Migration Center (SMC) client. This improves server migration efficiency. This topic describes how to migrate servers that run a Windows or Linux operating system from third-party cloud service providers such as Tencent Cloud and Amazon Web Services (AWS) to Alibaba Cloud by using the quick migration feature in the SMC console.

Migration scenarios

  • Migrate your source servers to Alibaba Cloud ECS (ECS images and ECS instances).

  • Migrate your source servers to Alibaba Cloud simple application servers.

  • Migrate x86-based Linux servers to Alibaba Cloud container images.

Prerequisites

Migrate Tencent Cloud servers

  • An API key is created for your Tencent Cloud account in the Cloud Access Management (CAM) console, and the SecretId and SecretKey of the API key are obtained. For more information, see Access Key.

  • The TencentCloud Automation Tools (TAT) agent is installed on the Tencent Cloud servers that you want to migrate and is in the Running state. For more information, see Installing TAT Agent.

  • If you use a Tencent Cloud sub-account, you must log on to the Cloud Access Management (CAM) console by using the relevant root account and perform the following operations. For more information, see Authorization Management.

    • Grant the sub-account the QcloudTATFullAccess permission.

    • To migrate a Tencent Cloud Cloud Virtual Machine (CVM) instance, grant the sub-account the QcloudCVMReadOnlyAccess or QcloudCVMFullAccess permission.

    • To migrate a Tencent Cloud Lighthouse instance, grant the sub-account the QcloudLighthouseReadOnlyAccess or QcloudLighthouseFullAccess permission.

  • If you need to migrate the servers to container images, additional requirements must be met. For more information, see Prerequisites.

Migrate AWS Elastic Compute Cloud (EC2) servers

If you want to migrate AWS Elastic Compute Cloud (EC2) servers:

  • The SecretId and SecretKey is created for your AWS account in the AWS console. For more information, see Managing access keys for IAM users.

  • AWS Systems Manager Agent (SSM Agent) is created for AWS Elastic Compute Cloud (EC2) servers and is in the Running state. For more information, see Working with SSM Agent.

  • If you migrate servers as an Identity and Access Management (IAM) user, you must use your AWS account to grant the following permissions to the IAM user. For more information, see Creating IAM user groups.

    • Grant the IAM user the AmazonSSMFullAccess permission.

    • Alternatively, grant the IAM user the AmazonEC2FullAccess permission.

  • If you need to migrate the servers to container images, additional requirements must be met. For more information, see Prerequisites.

Limits

  • You can use the quick migration feature to migrate only Tencent Cloud servers such as CVM and Lighthouse instances and AWS EC2 instances that run a Windows or Linux operating system to Alibaba Cloud. If the quick migration feature cannot meet your requirements, we recommend that you migrate your servers to Elastic Compute Service (ECS) instances. For more information, see Migrate a server to an ECS instance.

  • If you want to migrate a Tencent Cloud server, the server must be able to access the Internet and use a Virtual Private Cloud (VPC). You cannot migrate a Tencent Cloud server that uses the basic network.

  • If you want to migrate a source server to an Alibaba Cloud ECS instance, the following requirements must be met:

    • The source server and ECS instance support only VPCs and do not support classic networks.

    • The source server and ECS instance use the same operating system architecture. For example, the source server can be migrated to the ECS instance only if both the source server and ECS instance use the x86 architecture.

    • The source server and ECS instance use the same type of operating system.

    • No local disk is attached to the ECS instance.

    • The ECS instance is not hibernated.

Precautions

  • If you want to migrate a source server to an ECS image, take note of the following items:

    To run a migration job, SMC creates a temporary intermediate instance named No_Delete_SMC_Transition_Instance within your Alibaba Cloud account. During the migration, do not stop, start, restart, or release the intermediate instance. Otherwise, the migration fails. After the migration is complete, SMC automatically releases the intermediate instance.

  • If you want to migrate a source server to an ECS instance or a simple application server, take note of the following items:

    • During the migration, do not stop, start, restart, or release the destination instance. Otherwise, the migration fails.

    • To prevent data loss, we recommend that you back up the destination Alibaba Cloud instance before the migration. After a migration job is created, all original data is deleted from the destination Alibaba Cloud instance. If the destination ECS instance or simple application server contains important data, we recommend that you do not directly migrate the source server to the ECS instance or simple application server. In this case, we recommend that you set the Destination Type parameter to ECS Image and then create an ECS instance by using the image.

    • During the migration, a pay-as-you-go cloud disk is created for temporary use. The cloud disk serves as a data transfer hub and is automatically released after the migration is complete.

    • During the migration, the operating system of the destination instance is changed, and the automatic snapshots of the system disk are deleted and cannot be restored. You can manually disable the Delete Automatic Snapshots While Releasing Disk feature to retain the snapshots. For more information, see Delete automatic snapshots while releasing a disk.

Procedure

  1. Log on to the SMC console.

  2. In the left-side navigation pane, choose Migrate to Cloud > Server Migration.

  3. On the Server Migration page, click Quick Migration on Cloud Platform.

  4. On the Quick Migration on Cloud Platform page, configure parameters based on the server that you want to migrate.

    1. Add a migration source.

      The following table describes the parameters.

      Parameter

      Description

      Service Provider

      Required. Select the source server to be migrated:

      • Tencent Cloud CVM

      • Tencent Cloud Lighthouse

      • AWS EC2

      SecretId and SecretKey

      Required. The SecretId and SecretKey of the API key that is created for your Alibaba Cloud account. After you configure the parameters, click Verify.

      After the verification is passed, Verified is displayed below the SecretId and SecretKey parameters.

      Note

      How to obtain the SecretId and SecretKey:

      Select a migration source

      Required. The source instance that you want to migrate and the region in which it resides.

      Note

      Cloud Assistant Agent must have been installed on the source server and in the Running state. If it is not installed:

    2. Click Next Step.

      The system automatically imports the migration source, which will take approximately 1 to 3 minutes.

    3. Configure the migration.

      The following table describes the parameters.

      Basic Information Configuration

      Parameter

      Description

      Migration Job Name

      Optional. The name of the migration job.

      Job Description

      Optional. The description of the migration job.

      Destination Type

      Required. The type of the destination on Alibaba Cloud to which you want to migrate the source server.

      ECS Image

      You can migrate the source server to an ECS image and then create an ECS instance by using the image.

      If you set the Destination Type parameter to ECS Image, you must also configure the following parameters:

      • Destination Region: the Alibaba Cloud region to which you want to migrate the Tencent Cloud Lighthouse instance.

        For more information about regions, see Regions and zones.

      • Image Name: the name of the destination ECS image to be generated by SMC for the migration source.

      ECS Instance

      You can migrate the source server to an ECS instance that you have purchased. The storage system and operating system of the destination ECS instance must be compatible with those of the source server.

      • Storage space: The storage space of the disks on the destination ECS instance must be larger than or equal to that on the source server. The disks include the system and data disks.

        Important
        • If the disk size of the destination instance is smaller than that of the migration source, we recommend that you increase the disk size of the destination instance before you create the migration job. For information about how to resize disks online, see topics under Resize cloud disks.

        • If the number of data disks on the destination instance is less than that on the migration source, only some data disks on the migration source are migrated to the destination instance.

      • Security group: The ports enabled for the security group to which the destination ECS instance belongs must be the same as those of the source server. For more information, see Add a security group rule.

      • Bandwidth: We recommend that you increase the bandwidths of the source server and destination instance as much as possible to facilitate migration. For more information, see Estimate the time required for migration and test the data transfer speed.

      If you set the Destination Type parameter to ECS Instance, you must also configure the following parameters:

      • Destination Region: the Alibaba Cloud region to which you want to migrate the source server.

        For more information about regions, see Regions and zones.

      • Destination Instance: the destination ECS instance to which you want to migrate the source server.

        Important

        During the migration, do not stop, start, restart, or release the destination instance. Otherwise, the migration fails.

      Simple Application Server

      You can migrate the Tencent Cloud Lighthouse instance to an Alibaba Cloud simple application server that you have purchased. The storage system and operating system of the Alibaba Cloud simple application server must be compatible with those of the Tencent Cloud Lighthouse instance.

      • Storage space: The storage space of the disks on the Alibaba Cloud simple application server must be larger than or equal to that on the Tencent Cloud Lighthouse instance. The disks include the system and data disks.

        Important
        • If the disk size of the destination instance is smaller than that of the migration source, we recommend that you increase the disk size of the destination instance before you create the migration job. For more information, see Upgrade a simple application server and Extend a data disk.

        • If the number of data disks on the destination instance is less than that on the migration source, only some data disks on the migration source are migrated to the destination instance.

      • Security group: The ports enabled for the security group to which the Alibaba Cloud simple application server belongs must be the same as those of the Tencent Cloud Lighthouse instance. For more information, see the "Manage a firewall" section of the Manage the firewall of a simple application server topic.

      • Bandwidth: We recommend that you increase the bandwidths of the source server and destination instance as much as possible to facilitate migration. For more information, see Estimate the time required for migration and test the data transfer speed.

      If you set the Destination Type parameter to Simple Application Server, you must also configure the following parameters:

      • Destination Region: the Alibaba Cloud region to which you want to migrate the Tencent Cloud Lighthouse instance.

        For more information about regions, see Regions and network connectivity.

      • Destination Instance: the Alibaba Cloud simple application server to which you want to migrate the source server.

        Important

        During the migration, do not stop, start, restart, or release the destination instance. Otherwise, the migration fails.

      Container Image

      Servers running only on x86-architecture Linux operating systems support migration to container images. If you set the Destination Type parameter to Container Image, you must also configure the following parameters:

      • Destination Region: Refers to the Alibaba Cloud region where your source server will be migrated to. For more information about regions, see Regions and zones.

      • Namespace: Select the namespace for storing the container image repository generated by the migration. For more information about creating a namespace, see Manage namespaces and resource quotas.

      • Repository: Select the name of the repository where the container image generated by the migration will be stored. For more information about creating an image repository, see Create a repository and build images.

      • Version: Enter the version information for the container image generated by the migration.

      • RAM Role: Select the instance role bound to the intermediate instance. For more information about creating a RAM role, see Create a RAM role for a trusted Alibaba Cloud service.

      Modify Disk Partition

      Determine whether to enable Modify Disk Partition based on your needs. This feature is only supported in SMC client 2.8.0 or above. For more information, see Use the SMC client.

      • Not enabled: By default, the disk partition structure of the destination system are the same as those of the migration source.

      • Enabled: You can adjust the destination disk partition structure, including partition size and order, transfer method, whether to enable LVM, and other configurations.

        The parameter descriptions for the disk partition structure are as follows.

        Configure disks

        • System Disk: the size of the system disk of the destination instance. Unit: GiB. Valid values: 20 to 2048,

          The size of the destination system disk must be larger than the amount of data on the source system disk. For example, if the total size of the source system disk is 400 GiB but the size of data stored on this disk is only 100 GiB, you must set this parameter to a value greater than 100.

          Note

          The default value of this parameter is the size of the source system disk. We recommend that you retain the default value or specify a greater value.

        • Data Disk <N>: the size of the data disk of the destination instance. Unit: GiB. Valid values: 1 to 32768.

          • The variable <N> indicates the serial number of the data disk. If the disk is migrated to the destination instance, N is the ID of the data disk.

          • The size of the destination data disk must be larger than the amount of data on the source data disk. For example, if the total size of the source data disk is 500 GiB but the size of data stored on this disk is only 100 GiB, you must set this parameter to a value greater than 100.

          • If there are no mount targets under the data disk or if all mount targets are not migrated, the data disk will not be migrated.

        • LVM: Logical Volume Manager (LVM) is a mechanism for managing disk partitions in Linux systems. LVM is more flexible than traditional disk partitions and allows for dynamic adjustment of disk space.

          You can select whether to enable LVM based on your needs. After enabling LVM, the destination will automatically rebuild the disk with an LVM structure.

          Example description:

          For each destination disk where LVM is enabled, the system will create one Physical Volume (PV) and its corresponding Volume Group (VG). On the VG, a number of Logical Volume Manager (LVM) corresponding to the mount targets are created. By default, the VG name is vgX (where X is the serial number of the disk), and the LVM name is lvX (where X is the serial number of the LVM). An example is provided in the following figure.

          image

          Important

          LVM is not supported in the following scenarios:

          • When the migration source is a Windows system.

          • When the system disk does not have a boot partition.

          After enabling LVM, the feature does not take effect in the following scenarios:

          • The migration source does not support lvm2 or the lvm2 package is not installed.

          • The migration source is a Debian system with a kernel version of 3.x or earlier, and disks with XFS file systems are mounted.

        Configure mount targets

        • Whether to Migrate: You can select whether to migrate the mount target based on your business needs.

        • Enable Block Replication: Enabling block replication can effectively improve the stability of migration transmission speed while ensuring consistency with the source partition structure. However, the partition size cannot be modified. SMC determines whether to support enabling block replication based on the migration source disk partition status.

          • If the migration source does not support block replication for partitions, the Enable Block Replication switch cannot be turned on, and default file replication method is used, allowing partition size modification.

          • If the migration source supports block replication for partitions, the Enable Block Replication switch is enabled by default to achieve partition-level disk migration.

          Note
          • When the migration source is a Windows operating system, the block replication feature is enabled by default and cannot be disabled.

          • If LVM is enabled on the disk and the partition size is not an integer multiple of 4 MiB, block replication does not take effect, and file replication is used for data transfer.

        • Set partition size: When block replication is not enabled, you can set the partition size based on your needs, but the sum of partition sizes cannot exceed the size of the disk they belong to.

        Note

        If the size of disks of the destination instance do not match that of the migration source disks, the migration task cannot be created. In this case, the system will automatically adjust the mount target positions to meet the disk size requirements. If the requirements cannot be met after the adjustment, handle the issue as prompted.

        You can also manually drag and drop mount targets to meet disk size requirements. However, drag-and-drop is not supported for partitions of type boot or system. The specific operations are as follows:

        1. Move your pointer over image before the mount target.

        2. Use your pointer to drag the mount target to another disk.

      Migration Test

      This parameter is displayed only when the Destination Type parameter is set to either ECS Image or ECS Instance.

      Specifies whether to enable the migration test feature. This feature helps you understand the feasibility and risks of a migration job before the migration job starts and provides solutions to identified issues. You can also obtain information such as the amount of data to be migrated, migration speed, and total duration of the migration. This helps reduce the issues and losses that may occur during the actual migration. During the test, you are charged for pay-as-you-go resources. By default, Migration Test is enabled.

      Warning

      If you set the Destination Type parameter to ECS Instance, snapshots are created for all disks of the destination ECS instance. If the migration test is abnormal or the Execution Method parameter is set to Test Only, the disk snapshots are automatically rolled back. During the migration test, the destination ECS instance is unavailable and all data is lost. Make sure that the destination ECS instance does not contain important data.

      For more information, see Configure a migration test.

      Execution Method

      Select an execution method based on whether Migration Test is turned on.

      When Migration Test is turned on

      • Test Only: The system performs only the migration test. After the migration test is complete, you must manually start the server migration job.

      • Test and Migrate: The system performs the migration test. After the migration test is complete, if no test items are in the Critical state, the system automatically starts the server migration job. This is the default value.

      When Migration Test is turned off

      • Migrate Now: The migration job starts immediately after it is created. This is the default value.

      • Migrate Later: The migration job automatically starts at the specified time after it is created.

        Note

        The earliest time that you can specify to run a migration job is 10 minutes after the job is created.

      • Create Only: After the migration job is created, you must click Start Migration Job in the Actions column to manually start the migration job.

      Automatic Incremental Synchronization

      This parameter is displayed only when the Destination Type parameter is set to either ECS Image or ECS Instance.

      Specifies whether SMC automatically synchronizes incremental data of the migration source to Alibaba Cloud. By default, this feature is disabled.

      • If you enable this feature, you must configure the following parameters:

        • Synchronization Interval: the interval at which SMC automatically synchronizes incremental data to Alibaba Cloud.

        • Maximum Reserved Images: the maximum number of images that can be retained during incremental data synchronization.

        SMC automatically synchronizes

      • incremental data to Alibaba Cloud at the specified interval. For more information about the best practices for incremental data synchronization, see Migrate incremental data from a server.

      • If you disable this feature, incremental data is not synchronized.

      Enable Migration Template

      This parameter is displayed only when the Destination Type parameter is set to ECS Image.

      The migration template is used to preset parameters for migration jobs, and the template parameters are automatically filled in when the migration starts. For more information about setting the migration template, see Configure the migration template.

      Advanced Settings

      If you need to set parameters such as network type and transmission speed limit, click Advanced Settings to configure advanced parameters.

      Parameter

      Description

      Network Type

      The type of network that is used to migrate data from the source server to the intermediate instance. By default, data is migrated over the Internet. During the migration, SMC creates an intermediate instance that connects to a vSwitch in a VPC. If you select Public Network, a public IP address is assigned to the intermediate instance.

      Public Network (default value)

      SMC migrates data to the intermediate instance over the Internet. If you select Public Network, make sure that the source server can access the Internet. You can determine whether to specify a VPC and a vSwitch based on your business requirements.

      • If you specify a VPC and a vSwitch, SMC creates an intermediate instance that connects to the specified VPC and vSwitch.

      • If you do not specify a VPC or vSwitch, SMC creates an intermediate instance that connects to the VPC and vSwitch automatically created by the system.

      VPC

      SMC migrates data to the intermediate instance over a VPC. If you select VPC, you must specify a VPC and a vSwitch and make sure that the source server can connect to the VPC.

      Note

      If your server in a data center, your VM, or your third-party cloud server can connect to a VPC, we recommend that you select this network type to migrate data. Compared with migration over the Internet, migration over a VPC is more efficient and stable. You can use VPN Gateway, Express Connect, or SAG to connect a migration source to a VPC. For more information, see Connect a data center to a VPC.

      Transmission Speed Limit

      The maximum network transfer speed during the migration. Unit: Mbit/s. If you set the Compression Ratio parameter to a value greater than 0, the actual network transfer speed, which is the transfer speed of compressed data, is lower than the speed displayed in the Real-time Migration Status column.

      Compression Ratio

      The compression ratio of the data to be migrated. Set the compression ratio based on your business requirements.

      • If the bandwidth is limited, a high compression ratio improves the transmission efficiency.

      • If a high bandwidth is available, we recommend that you do not compress data. Data compression consumes CPU resources of the migration source.

      Valid values: 0 to 10. Default value: 7. A value of 0 indicates that data is not compressed.

      Checksum Verification

      Specifies whether to verify data integrity by using a checksum. By default, this feature is disabled. If you enable this feature, data integrity is ensured, but transmission speed may be reduced.

      License Type

      This parameter is displayed only when the Destination Type parameter is set to either ECS Image or ECS Instance.

      The license type. Valid values:

      Image Check

      This parameter is displayed only when the Destination Type parameter is set to ECS Image.

      Specifies whether to enable the image check feature. The image check feature checks whether an image is valid and whether the image can be used to create full-featured ECS instances. You can use the image check feature when you create a server migration job or an agentless migration job for a VMware VM.

      This feature helps you identify potential issues in images or ECS instances after the migration job is complete, and provides solutions to the identified issues. This helps you improve the success rate of starting ECS instances.

      For more information, see Configure image check.

      Tag

      The tags that you specify for the migration job. Each tag contains a key and a value. You can use tags to query and manage migration jobs.

      Intermediate Instance Type

      The type of the intermediate instance. Select an intermediate instance type based on your business requirements. This parameter is available only if you set the Destination Type parameter to ECS Image or Container Image.

      • If you specify an instance type, SMC creates an intermediate instance of the specified type. If the specified instance type is unavailable, the migration job fails to be created.

      • If you do not specify an instance type, SMC automatically creates an intermediate instance.

        Important

        Do not stop, start, restart, or release the intermediate instance during the migration to prevent migration failures.

  5. Select I have understood and accept the potential migration costs. Then, click Start Migration.

    SMC is a free service. However, when you use SMC to migrate servers, you are charged for the ECS resources that are consumed during the migration process. For more information, see Billing.

  6. In the Process of Quick Migration Job on Cloud Platform dialog box, view the migration progress.

    The migration process takes about 3 to 10 minutes. Wait until the migration is complete. Do not exit or refresh the browser during this period.

    image.png

  7. In the left-side navigation pane, click Server Migration. On the page that appears, find the created migration job and view the migration progress.

    • If the migration job is in the Completed state, the server is migrated.

      In the example shown in the following figure, the source server is migrated to an ECS image. After the migration is successful, an Alibaba Cloud custom image is generated. You can use your pointer to scroll right on the bottom scrollbar, and click View Report in the Migration Deliverables column to check the image detection results. For more information, see Configure image check.

      9d228d8ed7bdb6940f3626ba7a44b6b6.png

      After the server is migrated, you can perform the following operations based on the type of the destination:

      • ECS Image

        In the Actions column of the migration job, click Create Instance to create an ECS instance by using the image. For more information, see Create an ECS instance by using a custom image.

      • ECS Instance or Simple Application Server

        In the Actions column of the migration job, click View Destination Instance to view the detailed information about the destination instance.

      • Container Image

        In the Actions column of the immigration source, click Deploy Application and redirect to the Create Application page. For more information about creating an application, see Create a stateless application by using a Deployment.

    • If the migration job is in the Error state, the server fails to be migrated.

      You can check the logs to troubleshoot the failure. Then, restart the migration job. For more information about common errors and solutions, see Errors occurred during a server migration and FAQ about Server Migration Center (SMC).

  8. Verify the data after migration.

    After the server is migrated, you must verify the data to ensure data integrity and validity. For more information, see the How do I check my system after I migrate a Linux server? or How do I check my system after I migrate a Windows server? section of the "FAQ" topic.

Clear resources

Migrate servers to ECS images and container images

During the migration, SMC creates a temporary pay-as-you-go intermediate instance named No_Delete_SMC_Transition_Instance within the destination Alibaba Cloud account. The method to clear resources depends on whether the migration is successful.

  • If the migration is successful, the intermediate instance is automatically released. No manual operation is required.

  • If the migration failed, the intermediate instance is not automatically released and incurs fees as long as the migration job exists. You can release the intermediate instance in one of the following ways to reduce costs:

    • If you no longer need the migration job, click the ID the migration job. On the job details page, click image > Clear migration task in the Actions column in the Migration Jobs section to delete the migration job and release the intermediate instance at a time.

    • Manually release the intermediate instance. For more information, see Release an instance.

Migrate servers to destination instances

During the migration, SMC creates a temporary pay-as-you-go intermediate cloud disk named SMC_Temp_Disk in the destination instance. The method to clear resources depends on whether the migration is successful.

  • If the migration is successful, the intermediate cloud disk is automatically released. No manual operation is required.

  • If the migration failed, the intermediate cloud disk is not automatically released and incurs fees as long as the migration job exists. You can release the intermediate cloud disk in one of the following ways to reduce costs:

    • If you no longer need the migration job, click the ID of the migration job. On the job details page, click image > Clear migration task in the Actions column in the Migration Jobs section to delete the migration job and release the intermediate cloud disk at a time.

    • Manually release the intermediate instance. For more information, see Release a disk.

What to do next

If you need to migrate incremental data multiple times, you can initiate incremental data migration multiple times at custom intervals after the first full migration is complete. This synchronizes the incremental data generated by the source server to Alibaba Cloud and reduces the suspension time and delivery time of the services provided by the source server. For more information, see Migrate incremental data from a server.