Novell PLATESPIN PORTABILITY SUITE 8.1 User manual

Novell®
www.novell.com
novdocx (en) 13 May 2009
AUTHORIZED DOCUMENTATION
PlateSpin Portability Suite 8.1 Configuration Guide
PlateSpin ® Portability Suite
8.1
August 3, 2009
Configuration Guide

novdocx (en) 13 May 2009
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Contents 5
Contents
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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
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

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About This Guide 7
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About This Guide
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 browser-
based access over the Internet. This distribution should
contain the latest updates at all times.

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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
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.

Portability Suite Product Licensing
1
9
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1
Portability Suite Product
Licensing
This section provides information about licensing and activating your PlateSpin®Portability Suite
product (PlateSpin®Migrate or PlateSpin®Protect), as well as managing your license keys.
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®Customer Center Web site (http://
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
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.

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NOTE: HTTP proxies might cause failures during online activation. If you are using an HTTP
proxy server and are having problems with online activation, try the offline activation method.
1In the License Wizard, select the Online Activation option and click Next.
2Enter the e-mail address that you provided when placing your order, and the activation code
you received.
The Portability Suite Client obtains the required license over the Internet and activates the
product.
1.1.2 Offline Activation
For offline activation, you obtain a license key over the Internet by using a machine that has Internet
access.
1In the License Wizard, select the Offline Activation option and click Next.
The Activate License dialog box is displayed:
2Save your hardware ID for use in the next steps.
3Use a computer with Internet access to obtain a license key by using the Web-based license
activation utility (http://www.platespin.com/productactivation/ActivateOrder.aspx).
NOTE: To obtain a license key, you must have a Novell®account. If you are an existing
PlateSpin®customer and you don’t have a Novell®account, you must first create one. Use
your existing PlateSpin®username (a valid e-mail address registered with PlateSpin) as input
for your Novell®account username.
4Save your new license key in a location accessible to your Portability Suite Client.
5In the License Wizard, type the full path to, or browse to and select, the Portability Suite license
file, then click Next.
The product is activated based on the selected license.