Novell PLATESPIN PORTABILITY SUITE 8.1 Configuration Manual

Configuration Guide

Novell®

PlateSpin® Portability Suite

novdocx (en) 13 May 2009

AUTHORIZED DOCUMENTATION

8.1

August 3, 2009

www.novell.com

PlateSpin Portability Suite 8.1 Configuration Guide

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4 PlateSpin Portability Suite 8.1 Configuration Guide

Contents

About This Guide 7

1 Portability Suite Product Licensing 9

1.1 Activating Your Product License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.1.1 Online Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.1.2 Offline Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

1.2 About Per-Migration and Per-Workload Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.3 Using the License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.3.1 Managing Available License Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.3.2 Managing Workload Designations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.4 License Splitting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

2 Configuring Portability Suite and Your Network Environment 15

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2.1 Setting Up User Authorization and Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2.1.1 Portability Suite Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2.1.2 Assigning Portability Suite Roles to Windows Users . . . . . . . . . . . . . . . . . . . . . . . . . 17

2.2 Setting Up User Activity Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

2.3 Network Communication Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

2.3.1 Network Communication Prerequisites for Discovery . . . . . . . . . . . . . . . . . . . . . . . . 18

2.3.2 Network Communication Prerequisites for Workload Migration and Protection . . . . 19

2.4 Fine-Tuning Data Transfer Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.4.1 Fine-Tuning File-Level and VSS-Aware Block-Level Transfer Performance . . . . . . . 21

2.4.2 Fine-Tuning Block-Level Data Transfer Performance . . . . . . . . . . . . . . . . . . . . . . . . 22

2.5 Increasing the Size Limit on Post-conversion Actions Uploaded to Portability Suite Server . . 23

2.6 Configuring Portability Suite Default Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.6.1 General Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.6.2 SMTP Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.6.3 User Activity Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.6.4 Default Job Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

2.6.5 Source Service Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

2.6.6 Target Service Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Contents 5

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6 PlateSpin Portability Suite 8.1 Configuration Guide

About This Guide

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This guide provides information about licensing your PlateSpin® Portability Suite version 8.1

®

product (PlateSpin

Protect or PlateSpin® Migrate), managing your license keys, setting up your
network environment in preparation for your workload migration and protection jobs, and
configuring your product’s default settings and behavior.

 Chapter 1, “Portability Suite Product Licensing,” on page 9

 Chapter 2, “Configuring Portability Suite and Your Network Environment,” on page 15

Audience

This guide is intended for IT staff, such as data center administrators and operators, who use
Portability Suite in their ongoing workload migration and protection projects.

Feedback

We want to hear your comments and suggestions about this manual and the other documentation
included with this product. Please use the User Comments feature at the bottom of each page of the
online documentation, or submit your comments through the Novell Documentation Feedback site

(http://www.novell.com/documentation/feedback.html).

Documentation Updates

For the most recent version of this text, visit the PlateSpin

®

Portability Suite version 8.1 Web site

(http://www.novell.com/documentation/platespin_portabilitysuite_810/).

Additional Documentation

This guide is part of the PlateSpin® Portability Suite documentation set. Below is a complete list of
the set:

Portability Suite 8.1 Release Notes Provides late-breaking information, as well as information

about known issues and suggested workarounds.

Portability Suite 8.1 Installation Guide Provides information about installing, upgrading, and

uninstalling the product.

Portability Suite 8.1 Configuration Guide Provides information about licensing your product and

managing license keys, setting up your network
environment, and configuring your product’s default settings.

Portability Suite 8.1 User Guide Provides information about using the product in your

workload migration and protection projects.

Portability Suite 8.1 Integrated Help All product documentation in compiled HTML help (CHM)

format, integrated with the product.

Portability Suite 8.1 Online
Documentation

All product documentation in WebHelp format for browser­based access over the Internet. This distribution should
contain the latest updates at all times.

About This Guide 7

Additional Resources

We encourage you to use the following additional resources on the Web:

 PlateSpin User Forum (http://forum.platespin.com): A Web-based community with a variety of

discussion topics.

 PlateSpin Knowledge Base (http://support.platespin.com/kb2/): A collection of in-depth

technical articles.

Technical Support

 Telephone (North America): [phone] (1 87 PlateSpin)

 Telephone (global): [phone]

 E-mail: [e-mail]

You can also visit the PlateSpin Technical Support Web site (http://www.platespin.com/support/).

Documentation Conventions

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In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and
items in a cross-reference path.

A trademark symbol (

®

, TM, etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party

trademark.

8 PlateSpin Portability Suite 8.1 Configuration Guide

1

Portability Suite Product

novdocx (en) 13 May 2009

Licensing

This section provides information about licensing and activating your PlateSpin® Portability Suite
product (PlateSpin

 Section 1.1, “Activating Your Product License,” on page 9

 Section 1.2, “About Per-Migration and Per-Workload Licensing,” on page 11

 Section 1.3, “Using the License Manager,” on page 11

 Section 1.4, “License Splitting,” on page 13

1.1 Activating Your Product License

For product licensing, you must have a license activation code. If you do not have a license
activation code, request one through the Novell

www.novell.com/customercenter/). A license activation code will be e-mailed to you.

When you launch the Portability Suite Client for the first time after installation, the License
Activation Wizard opens and prompts you to activate your product license.

Figure 1-1 License Activation Wizard

®

Migrate or PlateSpin® Protect), as well as managing your license keys.

®

Customer Center Web site (http://

1

You have two options for activating your product license: online or offline.

 Section 1.1.1, “Online Activation,” on page 9

 Section 1.1.2, “Offline Activation,” on page 10

1.1.1 Online Activation

Online activation requires that your Portability Suite Client have Internet access.

Portability Suite Product Licensing

9