Support matrix for Hyper-V assessment

Article
10/14/2024

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

Support	Details
Assessment limits	You can discover and assess up to 35,000 servers in a single project.
Project limits	You can create multiple projects in an Azure subscription. In addition to servers on Hyper-V, a project can include servers on VMware and physical servers, up to the assessment limits for each.
Discovery	The Azure Migrate appliance can discover up to 5,000 servers running on Hyper-V. The appliance can connect to up to 300 Hyper-V hosts.
Assessment	You can add up to 35,000 servers in a single group. You can assess up to 35,000 servers in a single assessment for a group.

Learn more about assessments.

Hyper-V host requirements

Support	Details
Hyper-V host	The Hyper-V host can be standalone or deployed in a cluster. The Hyper-V host can run Windows Server 2022, Windows Server 2019, Windows Server 2016, or Windows Server 2012 R2. Server core installations of these operating systems are also supported. You can't assess servers located on Hyper-V hosts running Windows Server 2012.
Permissions	You need Administrator permissions on the Hyper-V host. If you don't want to assign Administrator permissions, create a local or domain user account and add the user account to these groups: Remote Management Users, Hyper-V Administrators, and Performance Monitor Users.
PowerShell remoting	PowerShell remoting must be enabled on each Hyper-V host.
Hyper-V Replica	If you use Hyper-V Replica (or you have multiple servers with the same server identifiers), and you discover both the original and replicated servers by using Azure Migrate and Modernize, the assessment generated by Azure Migrate and Modernize might not be accurate.

Server requirements

Support	Details
Operating system	All operating systems can be assessed for migration.
Integration Services	Hyper-V Integration Services must be running on servers that you assess to capture operating system information.
Storage	Local disk, DAS, JBOD, Storage Spaces, CSV, and SMB. These Hyper-V Host storages on which VHD/VHDX are stored are supported. IDE and SCSI virtual controllers are supported.

Azure Migrate appliance requirements

Azure Migrate and Modernize uses the Azure Migrate appliance for discovery and assessment. You can deploy the appliance using a PowerShell script. For more information:

Learn about appliance requirements for Hyper-V.
Learn about URLs that the appliance needs to access in Azure operated by 21Vianet.
In Azure operated by 21Vianet, you must deploy the appliance using the script.

Port access

The following table summarizes port requirements for assessment.

Device	Connection
Appliance	Inbound connections on TCP port 3389 to allow remote desktop connections to the appliance. Inbound connections on port 44368 to remotely access the appliance management app by using the URL: `https://<appliance-ip-or-name>:44368` Outbound connections on ports 443 (HTTPS) to send discovery and performance metadata to Azure Migrate and Modernize.
Hyper-V host/cluster	Inbound connection on WinRM port 5985 (HTTP) to pull metadata and performance data for servers on Hyper-V by using a Common Information Model (CIM) session.
Servers	Windows servers need access on port 5985 (HTTP). Linux servers need access on port 22 (TCP) to perform software inventory and agentless dependency analysis.

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.

Support	Details
Supported servers	You can perform software inventory on up to 5,000 servers running across Hyper-V hosts/clusters added to each Azure Migrate appliance.
Operating systems	All Windows and Linux versions with Hyper-V integration services enabled.
Server requirements	Windows servers must have PowerShell remoting enabled and PowerShell version 2.0 or later installed. WMI must be enabled and available on Windows servers to gather the details of the roles and features installed on the servers. Linux servers must have Secure Shell (SSH) connectivity enabled and ensure that the following commands can be executed on the Linux servers to pull the application data: list, tail, awk, grep, locate, head, sed, ps, print, sort, uniq. Based on OS type and the type of package manager being used, here are some more commands: rpm/snap/dpkg, yum/apt-cache, mssql-server.
Server access	You can add multiple domain and nondomain (Windows/Linux) credentials in the appliance configuration manager for software inventory. You must have a guest user account for Windows servers and a standard user account (non-sudo access) for all Linux servers.
Port access	Windows servers need access on port 5985 (HTTP). Linux servers need access on port 22 (TCP). If you use domain credentials, the Azure Migrate appliance must be able to connect to the following TCP and UDP ports: TCP 135 - RPC Endpoint TCP 389 - LDAP TCP 636 - LDAP SSL TCP 445 - SMB TCP/UDP 88 - Kerberos authentication TCP/UDP 464 - Kerberos change operations
Discovery	Software inventory is performed by directly connecting to the servers by using the server credentials added on the appliance. The appliance gathers the information about the software inventory from Windows servers by using PowerShell remoting and from Linux servers by using the SSH connection. Software inventory is agentless. No agent is installed on the servers.

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.

Support	Details
Supported servers	Supported only for servers running SQL Server in your VMware, Microsoft Hyper-V, and physical/bare-metal environments and infrastructure as a service (IaaS) servers of other public clouds, such as Azure Web Services and Google Cloud Platform. You can discover up to 750 SQL Server instances or 15,000 SQL databases, whichever is less, from a single appliance. We recommend that you ensure that an appliance is scoped to discover less than 600 servers running SQL to avoid scaling issues.
Windows servers	Windows Server 2008 and later are supported.
Linux servers	Currently not supported.
Authentication mechanism	Both Windows and SQL Server authentication are supported. You can provide credentials of both authentication types in the appliance configuration manager.
SQL Server access	To discover SQL Server instances and databases, the Windows or SQL Server account must be a member of the sysadmin server role or have these permissions for each SQL Server instance.
SQL Server versions	SQL Server 2008 and later are supported.
SQL Server editions	Enterprise, Standard, Developer, and Express editions are supported.
Supported SQL configuration	Discovery of standalone, highly available, and disaster-protected SQL deployments is supported. Discovery of high-availability and disaster recovery SQL deployments powered by Always On failover cluster instances and Always On availability groups is also supported.
Supported SQL services	Only SQL Server Database Engine is supported. Discovery of SQL Server Reporting Services, SQL Server Integration Services, and SQL Server Analysis Services isn't supported.

Note

By default, Azure Migrate and Modernize uses the most secure way of connecting to SQL instances. That is, Azure Migrate and Modernize encrypts communication between the Azure Migrate appliance and the source SQL Server instances by setting the TrustServerCertificate property to true. Also, the transport layer uses Secure Socket Layer to encrypt the channel and bypass the certificate chain to validate trust. For this reason, the appliance server must be set up to trust the certificate's root authority.

However, you can modify the connection settings by selecting Edit SQL Server connection properties on the appliance. Learn more to understand what to choose.

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 Azure 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.

Support	ASP.NET web apps	Java web apps
Stack	VMware, Hyper-V, and physical servers.	VMware, Hyper-V, and physical servers.
Windows servers	Windows Server 2008 R2 and later are supported.	Not supported.
Linux servers	Not supported.	Ubuntu Linux 16.04/18.04/20.04, Debian 7/8, and Red Hat Enterprise Linux 5/6/7.
Web server versions	IIS 7.5 and later.	Tomcat 8 or later.
Required privileges	Local admin.	Root or sudo user.

Note

Data is always encrypted at rest and during transit.

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.

Support	Details
Supported servers	You can enable agentless dependency analysis on up to 1,000 servers (across multiple Hyper-V hosts/clusters) discovered per appliance.
Operating systems	All Windows and Linux versions with Hyper-V integration services enabled.
Server requirements	Windows servers must have PowerShell remoting enabled and PowerShell version 2.0 or later installed. Linux servers must have SSH connectivity enabled and ensure that the following commands can be executed on the Linux servers: touch, chmod, cat, ps, grep, echo, sha256sum, awk, netstat, ls, sudo, dpkg, rpm, sed, getcap, which, date.
Windows server access	A user account (local or domain) with administrator permissions on servers.
Linux server access	A sudo user account with permissions to execute ls and netstat commands. If you're providing a sudo user account, ensure that you enable NOPASSWD for the account to run the required commands without prompting for a password every time a sudo command is invoked. Alternatively, you can create a user account that has the CAP_DAC_READ_SEARCH and CAP_SYS_PTRACE permissions on /bin/netstat and /bin/ls files, set by using the following commands: `sudo setcap CAP_DAC_READ_SEARCH,CAP_SYS_PTRACE=ep /bin/ls sudo setcap CAP_DAC_READ_SEARCH,CAP_SYS_PTRACE=ep /bin/netstat`
Port access	Windows servers need access on port 5985 (HTTP). Linux servers need access on port 22 (TCP).
Discovery method	Agentless dependency analysis is performed by directly connecting to the servers by using the server credentials added on the appliance. The appliance gathers the dependency information from Windows servers by using PowerShell remoting and from Linux servers by using the SSH connection. No agent is installed on the servers to pull dependency data.

Next steps

Prepare for discovery of servers running on Hyper-V.