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Scoped discovery of VMware VMs

This article describes how to limit the discovery scope for servers in a VMware vSphere environment for assessment and agentless migration.

Before you start

If you haven't set up a vCenter Server user account that Azure Migrate uses for discovery, do that now for assessment or agentless migration.

Assign permissions and roles for scoped discovery and assessment

  1. To discover specific VMs, assign read-only and guest operations permissions to the individual VMs on the vCenter user account. To discover all VMs from a folder, assign read permissions at the folder level and select Propagate to Children.

  2. Grant read-only and guest operations permissions to all the parent objects that host the virtual machines, including host, cluster, hosts folder, clusters folder, up to the data center. You don't need to propagate the permissions to all child objects.

  3. From the vSphere client, verify that the read permissions are applied to the parent objects both from Hosts and Clusters view and from VMs and Templates view. The following screenshot shows how to assign permissions in the vSphere client.

    Screenshot to show add permissions at Host parent object without propagate to children in vSphere client.

  4. The role-based access control setup ensures that the corresponding vCenter user account has access to only tenant-specific servers.

Assigned roles and permissions for agentless migration

  1. On the appliance vCenter Server account you're using for migration, apply a user-defined role that has the permissions needed to all parent objects that host servers you want to discover and migrate.
  2. You can name the role with something that's easier to identify. For example, Azure_Migrate.

Set up the appliance