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

• Certified Guest Operating Systems in Red Hat OpenStack Platform
• virtio-win drivers installation guide
• Cloudbase cloud-init for Windows page
• Windows Instances Cloud Init Guide

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• 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.

• 
• Select the default options for the driver components and select YES when the unsigned driver prompt appears. Please see the unsigned public repo information available here: https://github.com/virtio-win/virtio-win-pkg-scripts/blob/master/README.md#virtio-win-driver-signatures
• 

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

• 
• 
• 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".
• 
• 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

• For details on Windows guest bootstrap and cloud-init, see the Windows Instances Cloud Init Guide.

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.