When doing P2V projects, I usually have a short, written checklist on my desk to make sure I remember everything. The list is as follows:
For hot migration:
- Disable relevant services on the source machine
- When configuring the P2V, don't set the VM for autoboot upon completion
- Adjust hardware on the VM before first boot (remove serial ports etc)
- Check that VMware Tools installs correctly
- Adjust the HAL if needed
- Uninstall HP software
- Remove hidden NIC's
- Set IP - if static IP (Start -> Run -> ncpa.cpl)
- Check services.msc to ensure that all automatic services are running (and that you re-enabled the ones that you disabled to begin with)
- Shutdown the physical server (shutdown /s /t 0 from CMD)
- Ping -t the physical server and when it stops responding, then enable the NIC on the VM
- Reboot the VM
After this, I typically handover the VM to the Windows Operations team which check the eventlog and such, and then they hand it over to the application testers before releasing it into production.
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