Azure Migrate HyperV Discovery Checklist

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

  1. Customer meets all pre-requisites
  2. A meeting has been conducted to configure and review Azure Migrate and there are no outstanding technical issues
  3. Data collection has been initiated
  4. Dr Migrate has been deployed

Hyper-V Discovery Reference

Microsoft provides comprehensive documentation for deploying Azure Migrate against your Hyper-V estate:

Hyper-V Discovery Checklist

Minimum Software Requirements

Microsoft provides detailed software requirements for Hyper-V discovery. Please review:

It is recommended that the Azure Migrate appliance is joined to your Active Directory domain to simplify authentication.

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:

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

Public Endpoint connectivity method is recommended for the smoothest experience.

Microsoft provides comprehensive URL requirements based on your deployment method:

For more information on deploying Azure Migrate with Private endpoints, see Discover and assess using private endpoints.

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.

If you are familiar with Azure Migrate, you are welcome to download the PowerShell script and run it choosing options A,2,1,1,Y.

Credentials

Required Server Credentials

Microsoft provides detailed credential requirements for different scenarios. Please review:

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.