Support matrix for Hyper-V assessment

This article summarizes prerequisites and support requirements when you discover and assess on-premises servers running in a Hyper-V environment for migration to Azure by using the Azure Migrate: Discovery and assessment tool. If you want to migrate servers running on Hyper-V to Azure, see the migration support matrix.

To set up discovery and assessment of servers running on Hyper-V, you create a project and add the Azure Migrate: Discovery and assessment tool to the project. After the tool is added, you deploy the Azure Migrate appliance. The appliance continuously discovers on-premises servers and sends server metadata and performance data to Azure. After discovery is complete, you gather discovered servers into groups and run an assessment for a group.

Limitations

Learn more about assessments.

Hyper-V host requirements

Server requirements

Azure Migrate appliance requirements

Azure Migrate and Modernize uses the Azure Migrate appliance for discovery and assessment. You can deploy the appliance by using a compressed Hyper-V VHD that you download from the portal or by using a PowerShell script. For more information:

• Learn about appliance requirements for Hyper-V.
• Learn about URLs that the appliance needs to access in public and government clouds.
• Use the script to deploy the appliance in Azure Government.

Port access

The following table summarizes port requirements for assessment.

Software inventory requirements

In addition to discovering servers, Azure Migrate: Discovery and assessment can perform software inventory on servers. Software inventory provides the list of applications, roles, and features running on Windows and Linux servers that are discovered by using Azure Migrate and Modernize. It helps you to identify and plan a migration path tailored for your on-premises workloads.

SQL Server instance and database discovery requirements

Software inventory identifies SQL Server instances. The appliance uses this information and attempts to connect to respective SQL Server instances through the Windows authentication or SQL Server authentication credentials that are provided in the appliance configuration manager. The appliance can connect to only those SQL Server instances to which it has network line of sight. Software inventory by itself might not need network line of sight.

After the appliance is connected, it gathers configuration and performance data for SQL Server instances and databases. SQL Server configuration data is updated once every 24 hours. Performance data is captured every 30 seconds.

Configure the custom login for SQL Server discovery

Use the following sample scripts to create a login and provision it with the necessary permissions.

Windows authentication

-- Create a login to run the assessment
use master;
DECLARE @SID NVARCHAR(MAX) = N'';
CREATE LOGIN [MYDOMAIN\MYACCOUNT] FROM WINDOWS;
SELECT @SID = N'0x'+CONVERT(NVARCHAR, sid, 2) FROM sys.syslogins where name = 'MYDOMAIN\MYACCOUNT'
IF (ISNULL(@SID,'') != '')
  PRINT N'Created login [MYDOMAIN\MYACCOUNT] with SID = ' + @SID
ELSE
  PRINT N'Login creation failed'
GO    

-- Create a user in every database other than tempdb, model, and secondary AG databases (with connection_type = ALL) and provide minimal read-only permissions.
USE master;
EXECUTE sp_MSforeachdb '
  USE [?];
  IF (''?'' NOT IN (''tempdb'',''model''))
  BEGIN
    DECLARE @is_secondary_replica BIT = 0;
    IF CAST(PARSENAME(CAST(SERVERPROPERTY(''ProductVersion'') AS VARCHAR), 4) AS INT) >= 11
    BEGIN
      DECLARE @innersql NVARCHAR(MAX);
      SET @innersql = N''
        SELECT @is_secondary_replica = IIF(
          EXISTS (
              SELECT 1
              FROM sys.availability_replicas a
              INNER JOIN sys.dm_hadr_database_replica_states b
              ON a.replica_id = b.replica_id
              WHERE b.is_local = 1
              AND b.is_primary_replica = 0
              AND a.secondary_role_allow_connections = 2
              AND b.database_id = DB_ID()
          ), 1, 0
        );
      '';
      EXEC sp_executesql @innersql, N''@is_secondary_replica BIT OUTPUT'', @is_secondary_replica OUTPUT;
    END
    IF (@is_secondary_replica = 0)
    BEGIN
      CREATE USER [MYDOMAIN\MYACCOUNT] FOR LOGIN [MYDOMAIN\MYACCOUNT];
      GRANT SELECT ON sys.sql_expression_dependencies TO [MYDOMAIN\MYACCOUNT];
      GRANT VIEW DATABASE STATE TO [MYDOMAIN\MYACCOUNT];
    END
  END'
GO

-- Provide server level read-only permissions
use master;
GRANT SELECT ON sys.sql_expression_dependencies TO [MYDOMAIN\MYACCOUNT];
GRANT EXECUTE ON OBJECT::sys.xp_regenumkeys TO [MYDOMAIN\MYACCOUNT];
GRANT EXECUTE ON OBJECT::sys.xp_instance_regread TO [MYDOMAIN\MYACCOUNT];
GRANT VIEW DATABASE STATE TO [MYDOMAIN\MYACCOUNT];
GRANT VIEW SERVER STATE TO [MYDOMAIN\MYACCOUNT];
GRANT VIEW ANY DEFINITION TO [MYDOMAIN\MYACCOUNT];
GO

-- Provide msdb specific permissions
use msdb;
GRANT EXECUTE ON [msdb].[dbo].[agent_datetime] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[sysjobsteps] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[syssubsystems] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[sysjobhistory] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[syscategories] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[sysjobs] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[sysmaintplan_plans] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[syscollector_collection_sets] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[sysmail_profile] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[sysmail_profileaccount] TO [MYDOMAIN\MYACCOUNT];
GRANT SELECT ON [msdb].[dbo].[sysmail_account] TO [MYDOMAIN\MYACCOUNT];
GO

-- Clean up
--use master;
-- EXECUTE sp_MSforeachdb 'USE [?]; DROP USER [MYDOMAIN\MYACCOUNT]'
-- DROP LOGIN [MYDOMAIN\MYACCOUNT];
--GO

SQL Server authentication

--- Create a login to run the assessment
use master;
-- NOTE: SQL instances that host replicas of Always On availability groups must use the same SID for the SQL login.
 -- After the account is created in one of the members, copy the SID output from the script and include this value
 -- when executing against the remaining replicas.
 -- When the SID needs to be specified, add the value to the @SID variable definition below.
DECLARE @SID NVARCHAR(MAX) = N'';
IF (@SID = N'')
BEGIN
 CREATE LOGIN [evaluator]
     WITH PASSWORD = '<provide a strong password>'
END
ELSE
BEGIN
 DECLARE @SQLString NVARCHAR(500) = 'CREATE LOGIN [evaluator]
   WITH PASSWORD = ''<provide a strong password>''
   , SID = ' + @SID
 EXEC SP_EXECUTESQL @SQLString
END
SELECT @SID = N'0x'+CONVERT(NVARCHAR(100), sid, 2) FROM sys.syslogins where name = 'evaluator'
IF (ISNULL(@SID,'') != '')
 PRINT N'Created login [evaluator] with SID = '''+ @SID +'''. If this instance hosts any Always On Availability Group replica, use this SID value when executing the script against the instances hosting the other replicas'
ELSE
 PRINT N'Login creation failed'
GO

-- Create a user in every database other than tempdb, model, and secondary AG databases (with connection_type = ALL) and provide minimal read-only permissions.
USE master;
EXECUTE sp_MSforeachdb '
 USE [?];
 IF (''?'' NOT IN (''tempdb'',''model''))
 BEGIN
   DECLARE @is_secondary_replica BIT = 0;
   IF CAST(PARSENAME(CAST(SERVERPROPERTY(''ProductVersion'') AS VARCHAR), 4) AS INT) >= 11
   BEGIN
     DECLARE @innersql NVARCHAR(MAX);
     SET @innersql = N''
       SELECT @is_secondary_replica = IIF(
         EXISTS (
           SELECT 1
           FROM sys.availability_replicas a
           INNER JOIN sys.dm_hadr_database_replica_states b
             ON a.replica_id = b.replica_id
           WHERE b.is_local = 1
             AND b.is_primary_replica = 0
             AND a.secondary_role_allow_connections = 2
             AND b.database_id = DB_ID()
         ), 1, 0
       );
     '';
     EXEC sp_executesql @innersql, N''@is_secondary_replica BIT OUTPUT'', @is_secondary_replica OUTPUT;
   END

   IF (@is_secondary_replica = 0)
   BEGIN
       CREATE USER [evaluator] FOR LOGIN [evaluator];
       GRANT SELECT ON sys.sql_expression_dependencies TO [evaluator];
       GRANT VIEW DATABASE STATE TO [evaluator];
   END
 END'
GO

-- Provide server level read-only permissions
USE master;
GRANT SELECT ON sys.sql_expression_dependencies TO [evaluator];
GRANT EXECUTE ON OBJECT::sys.xp_regenumkeys TO [evaluator];
GRANT EXECUTE ON OBJECT::sys.xp_instance_regread TO [evaluator];
GRANT VIEW DATABASE STATE TO [evaluator];
GRANT VIEW SERVER STATE TO [evaluator];
GRANT VIEW ANY DEFINITION TO [evaluator];
GO

-- Provide msdb specific permissions
USE msdb;
GRANT EXECUTE ON [msdb].[dbo].[agent_datetime] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[sysjobsteps] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[syssubsystems] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[sysjobhistory] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[syscategories] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[sysjobs] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[sysmaintplan_plans] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[syscollector_collection_sets] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[sysmail_profile] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[sysmail_profileaccount] TO [evaluator];
GRANT SELECT ON [msdb].[dbo].[sysmail_account] TO [evaluator];
GO

-- Clean up
--use master;
-- EXECUTE sp_MSforeachdb 'USE [?]; BEGIN TRY DROP USER [evaluator] END TRY BEGIN CATCH PRINT ERROR_MESSAGE() END CATCH;'
-- BEGIN TRY DROP LOGIN [evaluator] END TRY BEGIN CATCH PRINT ERROR_MESSAGE() END CATCH;
--GO

Web apps discovery requirements

Software inventory identifies the web server role that exists on discovered servers. If a server is found to have a web server installed, Azure Migrate and Modernize discovers web apps on the server.

You can add both domain and nondomain credentials on the appliance. Ensure that the account used has local admin privileges on source servers. Azure Migrate and Modernize automatically maps credentials to the respective servers, so you don't have to map them manually. These credentials are never sent to Microsoft and remain on the appliance running in the source environment.

After the appliance is connected, it gathers configuration data for ASP.NET web apps (IIS web server) and Java web apps (Tomcat servers). Web apps configuration data is updated once every 24 hours.

Dependency analysis requirements (agentless)

Dependency analysis helps you analyze the dependencies between the discovered servers. You can easily visualize dependencies with a map view in an Azure Migrate project. You can use dependencies to group related servers for migration to Azure. The following table summarizes the requirements for setting up agentless dependency analysis.

Agent-based dependency analysis requirements

Dependency analysis helps you to identify dependencies between on-premises servers that you want to assess and migrate to Azure. The table summarizes the requirements for setting up agent-based dependency analysis. Hyper-V currently only supports agent-based dependency visualization.

Next steps

Prepare for discovery of servers running on Hyper-V.