Automated Migration › Automating OS Migration › Build—Prepare for Migration › Create OS and Software Templates

Create OS and Software Templates

OS and software templates define the OS images and software packages you want to use for OS migration. Create the necessary templates before creating migration jobs.

Note: Before you proceed, verify that you have the necessary OS images and software packages in DSM Explorer.

Follow these steps:

1. Click the template type you want to create in the Automated Migration. You must create the following templates:

   OS Templates

   Defines the details of the operating system image that you want to associate with target computers. You can use a single OS image for all computers in the enterprise or associate different OS images based on the hardware model or group. The template also lets you customize OS installation parameters.

   Notes:

   • Group-based OS templates must be associated with the new computers (target) for machine replacement migrations.
   • If you set the Product ID field empty, Web Console defaults the Product ID value to that of Global OS Image.

   Software Templates

   Defines a list of software delivery packages and procedures you want to install before and after OS migration. When you create a software template, you specify the software procedures for the following stages of migration:

   Note: You can only select one procedure per package in each of the following stages of migration.

   Prepare Software

   Specifies the software packages and procedures you want to run before OS migration. Procedures such as, data backup, DNA store, and so on, can be specified in this list. In a Machine Replacement migration scenario, the procedures are run on the old (source) computer.

   Note: Use the modified store procedure in the migration solution package to save to a DNA file.

   Map Software

   Specifies all the software packages and procedures you want to reinstall on the target computers after OS migration. The automated migration process reinstalls the software only if the software was installed on the computer before OS migration. In the case of machine replacement migration, the software is installed on the new computer only if it was installed on the old computer.

   Note: If an installed software is not compatible with the new OS, map the software to a version that is compatible with the new OS. The automated migration process takes care of installing the mapped software in such cases.

   Restore Software

   Specifies the software packages and procedures you want to run after OS migration. Procedures such as, data restore, DNA apply, and so on, can be included in this list. The procedure to execute software specified in Map Software section is automatically included in the Restore Software page as Execute Mapped Software procedure. In a Machine Replacement migration scenario, the procedures are run on the new (target) computer.

   Note: Use the modified apply procedure in the migration solution package to restore from the DNA file.

   Important! Do not select Shutdown machine after last job in the Boot Level After Execution column for any of the software procedures in the preceding sections as it shuts down the target computer.

   The list of templates available for the selected template type is displayed.

2. Click New in the Actions pane.

   The New Template wizard opens.

3. Follow the instructions in the wizard pages and click Finish on the last page.

   The template is created and added to the list of templates in the respective templates page.

More information:

Create OS Images and Software Delivery Packages

Register Desktop Migration Solution Software Delivery Package