Before you use Server Migration Center (SMC) to perform migration, you must create an Alibaba Cloud account, add funds to the account, and complete the real-name verification.

Procedure

Before you start a migration task, perform the following steps:
  1. On the Alibaba Cloud official website, create an Alibaba Cloud account.
  2. Associate a credit card or PayPal account with your Alibaba Cloud account.

    For more information, see Add a payment method.

  3. If you need to migrate servers to mainland China, complete the real-name verification.
    Use one of the following verification methods:
  4. Activate Resource Access Management (RAM) and authorize SMC to access your cloud resources.
    Use one of the following methods to authorize SMC:
    • Method 1: Log on to the RAM console, and click Confirm Authorization Policy to complete authorization.
    • Method 2: Log on to the SMC console. You are prompted to authorize a RAM user.

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

  5. Create and obtain the AccessKey pair of your Alibaba Cloud account or RAM user. For more information, see Create an AccessKey pair.
    Notice AccessKey pairs are credentials that you can use to access Alibaba Cloud API resources. Therefore, we recommend that you keep your AccessKey pair strictly confidential. 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. This prevents the AccessKey pair from being leaked or misused.
  6. Activate the snapshot service. For more information, see Activate ECS Snapshot.

Usage notes

Before you use SMC to perform migration, take note of the following information:
  • If your source server runs Windows, block replication is enabled by default. Do not disable it.
    Note If your source server runs Linux, you can specify whether to enable block replication based on your needs.
  • Do not perform operations on the intermediate instance.

    To run a migration task, SMC creates a temporary intermediate instance named No_Delete_SMC_Transition_Instance for your Alibaba Cloud account. For more information, see What are the specifications available for intermediate instances? Do not stop, restart, or release the intermediate instance when a migration task is running. Otherwise, the migration task fails. After the migration is complete, the intermediate instance is released.

  • By default, the following data directories are migrated:
    • For Windows servers: Only data on the C drive (including shared directories that are attached to the C drive) is migrated as a partition of the system disk. If you need to migrate the data from other partitions such as the D drive, you must select and configure the data disk when you create a migration task. For more information, see Step 2: Create and start a migration task.
    • For Linux servers: Data in all subdirectories (including shared subdirectories) in the root directory is migrated as a partition of the system disk. If you need to migrate the data in other directories such as /disk1, you must select and configure the data disk when you create a migration task. For more information, see Step 2: Create and start a migration task. If you do not need to migrate the data of multiple directories, see Step 1: Import the information of a migration source.