Support matrix for VMware discovery

VMware 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 as a server in your VMware environment by using a VMware Open Virtualization Appliance template imported into vCenter Server. You can also use a PowerShell script. Learn more about appliance requirements for VMware.

Here are more requirements for the appliance:

• In Azure Government, you must deploy the appliance by using a script.
• The appliance must be able to access specific URLs in public clouds and government clouds.

Port access requirements

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 allows 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 attempts to connect to the respective SQL Server instances through the Windows authentication or SQL Server authentication credentials in the appliance configuration manager by using this information. 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. The appliance updates the SQL Server configuration data once every 24 hours and captures the performance data 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 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 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 existing on discovered servers. If a server has 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. Most importantly, 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.

Dependency analysis requirements (agent-based)

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