Create a group for assessment

This article describes how to create groups of machines for assessment with Azure Migrate: Server Assessment.

Azure Migrate helps you to migrate to Azure. Azure Migrate provides a centralized hub to track discovery, assessment, and migration of on-premises infrastructure, applications, and data to Azure. The hub provides Azure tools for assessment and migration, as well as third-party independent software vendor (ISV) offerings.

Grouping machines

You gather machines into groups to assess whether they're suitable for migration to Azure, and to get Azure sizing and cost estimations for them. There are a couple of ways to create groups:

  • If you know the machines that need be migrated together, you can manually create the group in Azure Migrate.
  • If you are not sure about the machines that need to be grouped together, you can use the dependency visualization functionality in Azure Migrate to create groups.

Note

The dependency visualization functionality is not available in Azure Government.

Create a group manually

You can create a group at the same time that you create an assessment.

If you want to create a group manually outside of creating an assessment, do the following:

  1. In the Azure Migrate project > Overview, click Assess and migrate servers. In Azure Migrate: Server Assessment, click Groups

    • If you haven't yet added the Azure Migrate: Server Assessment tool, click to add it. Learn more.
    • If you haven't yet created an Azure Migrate project, learn more.

    Select groups

  2. Click the Group icon.

  3. In Create group, specify a group name, and in Appliance name, select the Azure Migrate appliance you're using for machine discovery.

  4. From the machine list, select the machines you want to add to the group > Create.

    Create group

You can now use this group when you create an assessment.

Refine a group with dependency mapping

Dependency mapping helps you to visualize dependencies across machines. You typically use dependency mapping when you want to assess machine groups with higher levels of confidence.

  • It helps you to cross-check machine dependencies, before you run an assessment.
  • It also helps to effectively plan your migration to Azure, by ensuring that nothing is left behind, and thus avoiding surprise outages during migration.
  • You can discover interdependent systems that need to migrate together, and identify whether a running system is still serving users, or is a candidate for decommissioning instead of migration.

If you've already set up dependency mapping, and want to refine an existing group, do the following:

  1. In the Servers tab, in Azure Migrate: Server Assessment tile, click Groups.

  2. Click the group you want to refine.

    • If you haven't yet set up dependency mapping, the Dependencies column will show a Requires installation status. For each VM for which you want to visualize dependencies, click Requires installation. Install a couple of agents on each VM, before you can map the machine dependencies. Learn more.

      Add dependency mapping

    • If you've already set up dependency mapping, on the group page, click View dependencies to open the group dependency map.

  3. After clicking View dependencies, the group dependency map shows the following:

    • Inbound (clients) and outbound (servers) TCP connections to and from all machines in the group that have the dependency agents installed.
    • Dependent machines that don't have the dependency agents installed are grouped by port numbers.
    • Dependent machines with dependency agents installed are shown as separate boxes.
    • Processes running inside the machine. Expand each machine box to view the processes.
    • Machine properties (including FQDN, operating system, MAC address). Click on each machine box to view the details.
  4. To view dependencies in a time interval of your choice, modify the time range (an hour by default) by specifying start and end dates, or the duration.

    Note

    Time range can be up to an hour. If you need a longer range, use Azure Monitor to query dependent data for a longer period.

  5. After you've identified the dependencies you would like to add to or remove from the group, you can modify the group. Use Ctrl+Click to add or remove machines from the group.

    • You can only add machines that have been discovered.
    • Adding and removing machines invalidates past assessments for a group.
    • You can optionally create a new assessment when you modify the group.

Next steps

Learn how to set up and use dependency mapping to create high confidence groups.