SIRIS, ALTO, and NAS: Self-Service Device Migration: Procedure

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This article describes the procedure for performing a device migration. Before beginning this process, review the Self-Service Device Migration: Getting Started article for important pre-deployment considerations and instructions. 

Environment

  • Datto SIRIS
  • Datto ALTO
  • Datto NAS

Description

Prerequisites

  • If the source device has NAS shares, Datto recommends changing the hostname and IP address of the source device immediately before performing the migration. Changing the IP will prevent users from continuing to write data to the source appliance during or after the migration. Reboot the source device to apply the changes.
  • The Device Migration wizard cannot migrate legacy NAS shares. You must migrate these shares manually. See the Legacy NAS shares section of the article Device Migration: Getting Started article for more information.
  • If you are migrating to a device that already has protected machine or share data on it, both the source and destination Datto device must be using the same offsite server. If the devices are sending offsite to different cloud servers, contact Datto Technical Support for assistance before proceeding.

Procedure

1. Ensure that both the source device (the device you are migrating from) and the destination device (the appliance you are migrating to) are on the same LAN.  If a secondary network port is available on each device, you can speed up the migration by connecting the two devices via a NIC-to-NIC connection. You can configure the secondary NIC via the Network Settings page on each device. 

2. If the source Datto appliance has active NAS shares, change its hostname and IP address to prevent users from continuing to write data to the shares during the migration. Make a note of the new IP address and hostname, then reboot the source device to apply the changes.

3. If you expect to migrate more than 2 TB of data, manually pause backups and offsite synchronization for all protected machines, and shares on the source and destination devices from the following locations in the appliance GUI:

  • Protect → Configure Agent Settings * → Pause Backups → Enabled → Apply to All
  • Fileshare → Configure Share Settings → Pause Backups → Enabled → Apply to All
  • Configure → Device Settings → Off-site Sync → Resume

  * For systems protected by the agentless solution, this option will appear as Configure System Settings rather than Configure Agent Settings.

4. In the destination Datto appliance's GUI, navigate to Advanced → Device Migration

migration1.pngFigure 1: Perform Migration (click to enlarge)

5. The Migration Assistant will appear. Select your source device from the list of available appliances, and click Next.

Remember: if you changed the hostname or IP address of the source device to interrupt connectivity to its NAS shares, the new hostname or IP address will appear here.

migration2.pngFigure 2: Select the source device (click to enlarge)

6. After selecting the source device, you will see a username and password prompt. Enter the credentials of an administrator-level user account that is authorized to access the source device, then click Next.

migration3.pngFigure 3: Login (click to enlarge)

7. Check the box next to the protected machines or shares you wish to migrate. You can select any or all of the protected machines or shares listed. Check the Include device configuration box if you want the device configurations to copy to the new device. Click Next to continue.

Migration4.pngFigure 4: The Configure page (click to enlarge)

8. Select a data transfer network from the drop-down menu labeled Select Network. The list will display all active network connections on the source device. If you have set up a NIC to NIC connection, choose the secondary IP address that you created on the source device for this purpose.

migration5.pngFigure 5: Choose a network (click to enlarge)

9. Review your settings and click Finish.

The migration will begin, and you will return to the Advanced Device Status page on the destination device. While the migration is running, backups, screenshots, and offsite synchronization will pause on the source and the destination devices. The destination device will also display the "A migration is in progress" banner.

migration6.pngFigure 6: The Advanced Device Status page showing migration in progress (click to enlarge)

10. When the migration completes, the message, "A migration has completed successfully" will appear as a green banner in the destination device's GUI. The Status field of the Device Migration card on the Advanced Device Status page will also display the outcome of the migration.

migration7.pngFigure 7: Successful migration (click to enlarge)

11. On the source device, all systems that migrated will become archived. You will still be able to see the system from its Device Overview page, but you will no longer be able to manage them.  If you are moving all the systems and shares on the source device, Datto recommends following the Re-Purposing or Decommissioning a Datto Appliance procedure to clear the source device of its data.

12. If you manually paused backups and offsite synchronization, unpause them for each system from the GUI on the destination device:

  • Protect → Configure Agent Settings * → Pause Backups → Enabled → Apply to All
  • Fileshare → Configure Share Settings → Pause Backups → Enabled → Apply to All
  • Configure → Device Settings → Off-site Sync → Resume

  * For systems protected by the agentless solution, this option will appear as Configure System Settings rather than Configure Agent Settings.

13. If you previously configured any of the following options on the source device, you will need to set them up again on the destination device:

14. If you no longer plan to use the source device, power off the source device and remove it from the network environment.

15. If you do not intend to re-deploy the source device, contact your Datto Sales Executive to have its service canceled. To learn how to decommission your old Datto appliance, see our How Do I Re-Purpose or Decommission a Datto BCDR Appliance? article.

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