Missing info about SVM creation

Page URL

https://docs.netapp.com/us-en/netapp-solutions-virtualization/migration/shift-toolkit-install-prereqs.html

Page title

Requirements to install the NetApp Shift Toolkit

Summary

There are a few bits of info missing from this page, as well as the linked "provisioning a new SVM" document, that caused us issues when trying to follow this process. They may be obvious to extremely seasoned NetApp admins, but it took us a while to figure them out.

• On the new SVM, the NFS export policy needs to be applied on the SVM root volume, as well as any manually created volumes. This is assuming one is using NFS, which should be true in most cases (except Hyper-V).
• There is an Appendix entry "Custom ONTAP role for Shift toolkit" on the Next Steps page. It would make a lot more sense to have that entry on this page, as one needs to have the ONTAP role/account ready before configuring Shift.
• If you're going to connect directly to the new SVM from Shift, rather than to the entire cluster, then the following items need to be done:
  • Create a new User in the SVM, with appropriate role (see comment above, about role Appendix entry). Add the User login method ONTAPI, and remove HTTP.
  • Create a management LIF for the SVM. From the CLI: network interface create -vserver <new_SVM> -lif <new_mgmt_lif_name> -service-policy default-management -home-node <home_node> -home-port <home_port> -address <address> -netmask <netmask>
• It should be emphasized that the Qtree needs to be mounted in the Source and Destination systems, rather than the base Volume. Again, perhaps obvious to seasoned NetApp admins, but not to people like us who don't normally use Qtrees.

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