Before you use SMC to perform a migration, you must prepare an Alibaba Cloud account and read the migration precautions.

Prepare an Alibaba Cloud account

Perform the following steps to prepare an Alibaba Cloud account:
  1. On the Alibaba Cloud official website, create an account.
  2. Ensure that you have bound a credit card or PayPal account to your Alibaba Cloud account.

    For more information about the binding methods, see Add a payment method.

  3. To migrate servers to mainland China, ensure that you have completed real-name verification.
    The verification methods are as follows:
    • Method 1: Go to the real-name verification page to complete verification.
    • Method 2: Log on to the SMC console. If you have not completed real-name verification, the console will prompt you to do so.
  4. Ensure that you have activated the RAM service and authorized SMC to access your cloud resources.
    The authorization methods are as follows:
    • Method 1: Log on to the RAM console, and click Confirm Authorization Policy to complete authorization.
    • Method 2: Log on to the SMC console. If you have not authorized a RAM user, the console will prompt you to do so.

    RAM user authorization: Use your Alibaba Cloud account to log on to the RAM console, and grant full access permission on SMC to your RAM user.

  5. Ensure that you have created and obtained the AccessKey pair of your Alibaba Cloud account or RAM user. For more information, see Create an AccessKey.
    Notice AccessKey pairs are important credentials to access Alibaba Cloud API resources, and must be kept strictly confidential. To prevent your AccessKey pair from being exposed or misused, we recommend that you use a RAM user to create a temporary AccessKey pair, and then disable the AccessKey pair after the migration is complete.
  6. Ensure that you have activated the snapshot service. For more information about how to activate the snapshot service, see Activate ECS Snapshot.

Precautions

Before you use SMC to perform a migration, you must note the following precautions:
  • Do not perform operations on the intermediate instance.

    During a migration, SMC will create a temporary intermediate instance named No_Delete_SMC_Transition_Instance under your Alibaba Cloud account to assist in the migration. For more information about the intermediate instance specifications, see What are the specifications available for intermediate instances? To avoid migration failures, do not stop, restart, or release the intermediate instance during the migration. After the migration is complete, the intermediate instance will be automatically released.

  • By default, the following data directories are migrated:
    • For Windows servers: Only data on the C drive (including shared directories attached to the C drive) is migrated as a partition of the system disk. If you want to migrate the data on other partitions such as the D drive, you must select and configure the data disk when creating a migration task. For more information, see Migration task parameters.
    • For Linux servers: Data on all subdirectories (including shared directories) in the root directory (/) is migrated as a partition of the system disk. If you want to migrate the data of other directories such as /disk1, you must select and configure the data disk when creating a migration task. For more information, see Migration task parameters. If you do not need to migrate the data of some directories, see (Optional) Exclude files or directories from migration.