Azure Migrate HyperV Discovery Checklist
Requirements Overview
Requirement | Learn More | |
---|---|---|
✅ | A user with Contributor or Owner permissions over the Subscription | Learn More |
✅ | A user with Application Developer or Higher in Entra ID | Learn More |
✅ | Prepare Azure Migrate appliance, ensure RDP and authenticate. | Learn More |
✅ | All required Public or Private endpoint URLs are enabled. | Learn More |
✅ | All required Ports are allowed through required Firewalls/Proxies. | Learn More |
✅ | All required credentials are in place, validated and tested. | Learn More |
✅ | Environment scope is understood and agreed. | Learn More |
Data Collection Checkpoints
- Customer meets all pre-requisites
- A meeting has been conducted to configure and review Azure Migrate and there are no outstanding technical issues
- Data collection has been initiated
- Dr Migrate has been deployed
Hyper-V Discovery Reference
Microsoft provides comprehensive documentation for deploying Azure Migrate against your Hyper-V estate:
- Tutorial: Discover servers running on Hyper-V
- Support Matrix: Support matrix for Hyper-V assessment
Hyper-V Discovery Checklist
Minimum Software Requirements
Microsoft provides detailed software requirements for Hyper-V discovery. Please review:
- Server Requirements: Server requirements for Hyper-V assessment
- Hyper-V Host Requirements: Hyper-V host requirements
- Software Inventory Requirements: Software inventory requirements
- SQL Server Discovery: SQL Server instance and database discovery requirements
Minimum Appliance System Requirements
Microsoft provides detailed appliance requirements. See Azure Migrate appliance requirements for Hyper-V.
Quick Reference:
- 16-GB RAM
- 8 vCPUs
- 80 GB disk
- Windows Server 2019 or later
- Static or dynamic IP address with internet access (direct or via proxy)
Minimum Hyper-V Host Requirements
For complete Hyper-V host requirements, see Hyper-V host requirements.
Quick Reference:
- Windows Server 2022, 2019, 2016, or 2012 R2
- WinRM port 5985 (HTTP) for inbound connections
- PowerShell version 4.0 or later
- Administrator permissions OR membership in: Remote Management Users, Hyper-V Administrators, and Performance Monitor Users
Validation: Microsoft provides a script to validate these settings. Learn how to run the validation script.
Minimum Azure Permissions
In order to successfully deploy Azure Migrate, you will need:
- At the Subscription level: Contributor or Owner permissions
- Entra ID: Application Developer role or higher to register applications
If you are familiar with Azure Migrate and want to connect the discovery appliance in advance of our joint configuration meeting, be sure to:
- Choose defaults for the Azure Migrate project; make no changes in Advanced options.
- Connect all appliances to the same project.
Required URLs
Microsoft provides comprehensive URL requirements based on your deployment method:
- Public Endpoint: Public cloud URLs using TCP 443 with SSL bypass enabled
- Private Endpoint: Private endpoint URLs using TCP 443 with SSL bypass enabled
Minimum Port Requirements
For complete port requirements, see Port access.
Quick Reference:
Source | Destination | Port |
---|---|---|
Appliance | Hyper-V cluster (or Host) | TCP 443 |
Appliance | Azure URLs | TCP 443 |
Appliance | Windows Server targets | TCP 5985 |
Appliance | SQL Servers | TCP 1433 |
Appliance | Linux Servers | TCP 22 |
Appliance Download Options
Option 1 – Hyper-V Virtual Hard Disk (VHD)
The VHD can be prepared in advance of our configuration meeting; ensure you can RDP and authenticate.
Option 2 – PowerShell Script
The Hyper-V discovery stack can also be installed using a PowerShell Script on a VM that you provision.
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.Credentials
Required Server Credentials
Microsoft provides detailed credential requirements for different scenarios. Please review:
- Windows Servers: Windows server credentials for software inventory
- Linux Servers: Linux server credentials with sudo privileges or least-privileged access
- Hyper-V Hosts: See Hyper-V host requirements above
- SQL Server Access: SQL Server authentication requirements - requires sysadmin role or least-privileged account
Environment Considerations
Microsoft provides detailed information on discovery limits and considerations. See Limitations.
Key Limits:
- Azure Migrate Hyper-V appliance can discover up to 5,000 servers
- Azure Migrate Hyper-V appliance can connect to up to 300 Hyper-V hosts
- You can create multiple projects per Azure subscription
- If using Hyper-V Replica, assessments may not be accurate for replicated servers
Dependency Analysis Best Practice:
One Azure Migrate project can perform dependency data collection concurrently for 1,000 servers per appliance.
If you have more than 1,000 devices being discovered, it is recommended to evenly spread the discovery of the estate across additional appliances, ensuring that no more than 1,000 devices are being discovered by one appliance.
For more details, see Dependency analysis requirements (agentless).
Adjusting Discovery Scope
While Azure Migrate supports scoping discovery, it is recommended to perform a complete discovery of your device estate. Assessment scope can be decided using Dr Migrate, as part of a Rapid or Advanced Assessment.
For information on limiting discovery scope, see Prepare Hyper-V for assessment.