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VM Migration from Hyper-V to OpenStack Guide

This guide outlines the process for migrating a virtual machine (VM) from Microsoft Hyper-V to an OpenStack environment.

Prerequisites


  • Access to the Hyper-V environment and the OpenStack environment.
  • Installation of virtio-win drivers on the Windows VM for KVM compatibility.
  • Tools for VM conversion (like qemu-img).

Process Overview

  1. Prep-work for the VM in Hyper-V
  2. Export the VM Disk from Hyper-V
  3. Convert the VM Disk to a Compatible Format
  4. Upload the Converted Image to OpenStack
  5. Create a New Instance in OpenStack Using the Uploaded Image

Detailed Steps

Windows Team - Preparation

1. Download the virtio-win driver iso and run the install MSI in the VM being migrated.

2. Download the cloudbase-init install msi and run it in the VM being migrated.

  • Splash Screen
  • Service Configuration
  • This configures the user that cloudbase-init will install and use. The purpose of this account is to create control linkage between OpenStack and the windows instance to provide first-time-boot configuration "as required".
  • Installation Finish
  • If the VM is going to be used as a general purpose template for subsequent VMs then both sysprep and shutdown after installation should be selected. If the vm is just being migrated as-is then both can be left unchecked.

3. Record the VM NIC MAC / IP / VLANs, denote which one is the primary nic

Windows Team - Steps to export the VM Disk

1. Export the VM Disk from Hyper-V

  • In Hyper-V Manager, right-click the VM and select "Export."
  • Choose a location to save the exported files.
    • Provide Unix team the source.vhdx for conversion
  • Alternatively:
    • To export VM via PowerShell, type the command below:
Export-VM -Name \<vm name\> -Path \<path\>

Unix Team - 1. Convert the VM Disk to a Compatible Format

  • Use qemu-img or similar tool to convert the VM disk to a RAW format.

    qemu-img convert -p source.vhdx -O raw destination.raw

Unix Team - 2. Upload the Converted Image to OpenStack

  • Use the OpenStack CLI or Horizon dashboard to upload the RAW image.

    openstack image create "VM_Name" --file destination.raw --disk-format raw --container-format bare --public

Unix Team - 3. Create a New Instance in OpenStack Using the Uploaded Image

  • Launch a new instance in OpenStack using the uploaded image.

    openstack server create --image VM_Name --flavor b1.medium --network private_network VM_Instance_Name

Additional Resources for Windows Instances and Cloud Init

Post-Migration Checks

  • After migration, verify the functionality of the VM in the OpenStack environment.
openstack server show VM_NAME

Troubleshooting

  • Ensure virtio drivers and cloudbase-init are correctly installed for proper functionality.

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