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VMware prereqs and privileges#913
Jenny-Anne wants to merge 12 commits into
kubev2v:mainfrom
Jenny-Anne:MTV-3278-vmware-tools-warm-migrations

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@Jenny-Anne

@Jenny-Anne Jenny-Anne commented May 11, 2026

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Addresses three docs bugs.

Jira:

Previews:

Summary by CodeRabbit

  • Documentation
    • Reorganized migration docs to use parameterized provider attributes for clearer, multi-provider wording.
    • Added a new comprehensive reference for required VMware privileges during migration.
    • Split VMware prerequisites into Limitations, Prerequisites, and Considerations, and moved VDDK guidance accordingly.
    • Updated procedures and guidance (provider setup, source-VM prep, Windows warm-migration and snapshot considerations).

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📒 Files selected for processing (1)
  • documentation/modules/ref_source-vm-migration-considerations.adoc
📝 Walkthrough

Walkthrough

This PR extracts VMware privilege requirements into a new reference module, restructures VMware prerequisite content into Limitations/Prerequisites/Considerations, updates assembly includes and procedure cross-references, and parameterizes hard-coded product/provider names across multiple documentation files.

Changes

VMware Documentation Privileges Separation and Parameterization

Layer / File(s) Summary
New VMware Privileges Reference Module
documentation/modules/ref_vmware-privileges.adoc
New AsciiDoc reference documenting minimal required {vmw} privileges in tables (Virtual machine.Interaction, Provisioning, Snapshot management, Datastore, Sessions, Cryptographic) and a TIP to create/apply a role.
Restructured VMware Prerequisites Module
documentation/modules/ref_vmware-prerequisites.adoc
Rewritten into abstract introduction, Limitations (FIPS/vSphere/hibernation), Prerequisites (vSphere compatibility, privileges, VDDK, connectivity, guest OS support, VMware Tools, CBT, NFC memory, MigController), and Windows warm-migration Considerations; privilege content removed to dedicated module.
Provider-Specific Assembly Privilege Include
documentation/doc-Planning_your_migration/assemblies/assembly_provider-specific-requirements-for-migration.adoc
Assembly extended to include the new VMware privileges reference module.
Procedure Assembly and Cross-Reference Updates
documentation/modules/proc_creating-vmware-role-mtv-permissions.adoc
Procedure now includes provider-specific requirements assembly and the first step cross-reference points to the new VMware privileges module.
Product/Provider Parameterization and UI wording
documentation/doc-Planning_your_migration/assemblies/assembly_migrating-vms-web-console.adoc, documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc, documentation/modules/proc_adding-source-provider.adoc, documentation/modules/ref_source-vm-migration-considerations.adoc
Replaced hard-coded VMware/vSphere wording with attribute placeholders ({vmw}, {rhv-full}, {rhv-short}, {osp}, {virt}), updated Additional resources link labels, added anti-virus removal guidance for source VMs, removed “strongly recommended” phrasing from VDDK guidance and field descriptions, and restructured Windows-specific warm-migration considerations.

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~20 minutes

Possibly related PRs

Suggested reviewers

  • anarnold97
  • jamsmithredhat
  • RichardHoch

Poem

🐰 A rabbit hops through docs so neat,
Privileges split and attributes sweet.
Links rewired, wording set free,
Migration notes now tidy as can be.
Hooray for clear docs — hop, hop, wee!

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title "VMware prereqs and privileges" directly and clearly summarizes the main changes: documentation updates reorganizing VMware prerequisites and moving privileges to a separate reference topic.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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Actionable comments posted: 1

🧹 Nitpick comments (2)
documentation/modules/ref_vmware-privileges.adoc (1)

20-20: 💤 Low value

Consider rewording for clarity.

The phrase "by the {vmw} Virtual Infrastructure eXtension (VIX) API" embeds the {vmw} attribute within the sentence, which may resolve to "VMware" or "vSphere" depending on attribute definitions. Consider whether this should read "by the VMware Virtual Infrastructure eXtension (VIX) API" (with VMware hard-coded since VIX is specifically a VMware technology) or adjust the sentence structure for clarity.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@documentation/modules/ref_vmware-privileges.adoc` at line 20, The table row
containing "`Virtual machine.Guest operating system management by VIX API`"
embeds the {vmw} attribute and is ambiguous; update the phrasing to explicitly
reference VMware's VIX (e.g., "Allows managing a virtual machine using the
VMware Virtual Infrastructure eXtension (VIX) API") or restructure to remove the
inline {vmw} so VIX is clearly tied to VMware, and ensure the modified sentence
replaces the existing table cell text.
documentation/modules/ref_vmware-prerequisites.adoc (1)

32-32: ⚡ Quick win

Consider breaking up the complex sentence for readability.

The Considerations paragraph on warm migrations of Microsoft Windows VMs is a single very long sentence (100+ words) that covers multiple concepts: VSS usage, manual startup requirement, failure symptoms, and the automatic startup behavior. Consider breaking this into 2-3 shorter sentences for improved readability.

📝 Suggested revision for clarity
 Considerations::
-* *Warm migrations of Microsoft Windows VMs:* For virtual machines (VMs) running Microsoft Windows, Volume Shadow Copy Service (VSS) inside the guest VM is used to quiesce the file system and applications. When performing a warm migration of a Microsoft Windows virtual machine from {vmw}, you must start VSS on the Windows guest operating system in order for the snapshot and `Quiesce guest file system` to succeed. If you do not start VSS, the snapshot creation during the warm migration fails with the following error: `An error occurred while taking a snapshot: Failed to restart the virtual machine.` If you set the VSS service to `Manual` and start a snapshot creation with `Quiesce guest file system = yes`, the {vmw} Snapshot provider service requests VSS to start the shadow copy in the background.
+* *Warm migrations of Microsoft Windows VMs:* For virtual machines (VMs) running Microsoft Windows, Volume Shadow Copy Service (VSS) inside the guest VM is used to quiesce the file system and applications. When performing a warm migration of a Microsoft Windows virtual machine from {vmw}, you must start VSS on the Windows guest operating system in order for the snapshot and `Quiesce guest file system` to succeed. If you do not start VSS, the snapshot creation during the warm migration fails with the following error: `An error occurred while taking a snapshot: Failed to restart the virtual machine.`
++
+If you set the VSS service to `Manual` and start a snapshot creation with `Quiesce guest file system = yes`, the {vmw} Snapshot provider service requests VSS to start the shadow copy in the background.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@documentation/modules/ref_vmware-prerequisites.adoc` at line 32, The long
"Warm migrations of Microsoft Windows VMs" sentence should be split into 2–3
shorter sentences: 1) state that VSS is used to quiesce the guest file system
and applications during warm migration from {vmw} and that VSS must be started
in the Windows guest for snapshots and "Quiesce guest file system" to succeed,
2) describe the failure symptom and include the exact error text (“An error
occurred while taking a snapshot: Failed to restart the virtual machine.”), and
3) note that if the VSS service is set to Manual, starting a snapshot with
Quiesce guest file system = yes triggers the {vmw} Snapshot provider to request
VSS to start in the background; update the paragraph in
documentation/modules/ref_vmware-prerequisites.adoc accordingly for clarity.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc`:
- Around line 32-34: The three broken link targets use the wrong suffix `_mtv`;
update the link targets in the additional resources list so each anchor ends
with `_{context}` instead of `_mtv`: change
`assembly_software-requirements-for-migration_mtv` to
`assembly_software-requirements-for-migration_{context}`,
`ref_vmware-privileges_mtv` to `ref_vmware-privileges_{context}`, and
`proc_creating-vddk-image_mtv` to `proc_creating-vddk-image_{context}` so the
links resolve correctly with the existing `{mtv-plan}` attribute.

---

Nitpick comments:
In `@documentation/modules/ref_vmware-prerequisites.adoc`:
- Line 32: The long "Warm migrations of Microsoft Windows VMs" sentence should
be split into 2–3 shorter sentences: 1) state that VSS is used to quiesce the
guest file system and applications during warm migration from {vmw} and that VSS
must be started in the Windows guest for snapshots and "Quiesce guest file
system" to succeed, 2) describe the failure symptom and include the exact error
text (“An error occurred while taking a snapshot: Failed to restart the virtual
machine.”), and 3) note that if the VSS service is set to Manual, starting a
snapshot with Quiesce guest file system = yes triggers the {vmw} Snapshot
provider to request VSS to start in the background; update the paragraph in
documentation/modules/ref_vmware-prerequisites.adoc accordingly for clarity.

In `@documentation/modules/ref_vmware-privileges.adoc`:
- Line 20: The table row containing "`Virtual machine.Guest operating system
management by VIX API`" embeds the {vmw} attribute and is ambiguous; update the
phrasing to explicitly reference VMware's VIX (e.g., "Allows managing a virtual
machine using the VMware Virtual Infrastructure eXtension (VIX) API") or
restructure to remove the inline {vmw} so VIX is clearly tied to VMware, and
ensure the modified sentence replaces the existing table cell text.
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Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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📥 Commits

Reviewing files that changed from the base of the PR and between 71cae6a and fec9bbc.

📒 Files selected for processing (6)
  • documentation/doc-Planning_your_migration/assemblies/assembly_migrating-vms-web-console.adoc
  • documentation/doc-Planning_your_migration/assemblies/assembly_provider-specific-requirements-for-migration.adoc
  • documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc
  • documentation/modules/proc_creating-vmware-role-mtv-permissions.adoc
  • documentation/modules/ref_vmware-prerequisites.adoc
  • documentation/modules/ref_vmware-privileges.adoc

Comment thread documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc Outdated
Comment thread documentation/modules/ref_vmware-prerequisites.adoc Outdated
Comment thread documentation/modules/ref_vmware-privileges.adoc
Comment thread documentation/modules/ref_vmware-prerequisites.adoc Outdated
Comment thread documentation/modules/ref_vmware-prerequisites.adoc Outdated
Comment thread documentation/modules/ref_vmware-prerequisites.adoc Outdated
@RichardHoch

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@Jenny-Anne A few minor points, which are probably all legacy. Otherwise, LGTM.

Comment thread documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc
Jenny-Anne and others added 8 commits May 20, 2026 14:06
- Explicitly list both required Windows services (VSS and VMware Snapshot Provider)
- Explain what each service does and how they work together
- Document failure behavior when services are disabled
- Consolidate VMware Tools prerequisites into single bullet
- Improve clarity and flow throughout prerequisites
- Apply technical writing improvements (active voice, concise phrasing)

Addresses Jira requirement to document Windows services for warm migration.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Resolved conflicts in:
- documentation/doc-Planning_your_migration/assemblies/assembly_migrating-vms-web-console.adoc
- documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc

Accepted main branch changes for link structure updates and ensured consistent use of {vmw} variable throughout.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
@Jenny-Anne Jenny-Anne marked this pull request as ready for review May 25, 2026 09:02
Comment thread documentation/modules/ref_vmware-privileges.adoc Outdated

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I have one NP, otherwise the requirements lgtm (although vSan + VDDK statement seems weird to me but I will leave that to another reviewer)

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Actionable comments posted: 1

🧹 Nitpick comments (2)
documentation/modules/ref_vmware-prerequisites.adoc (2)

12-13: ⚖️ Poor tradeoff

Clarify VDDK requirement scope and consider moving into Prerequisites.

The standalone paragraph stating "Create a VDDK image to accelerate migrations" (line 12) appears to position VDDK as optional for acceleration, but line 21 in Prerequisites states "You must use a VDDK image if the source VMs are backed by {vmw} vSAN," which makes it mandatory for vSAN. This creates potential confusion about when VDDK is required versus recommended.

Additionally, this content sits outside the definition list structure (Limitations/Prerequisites/Considerations), making the document organization inconsistent.

Consider either:

  1. Moving this VDDK guidance into the Prerequisites section with clarified scope, or
  2. Revising the wording to distinguish between "recommended for acceleration" and "required for vSAN-backed VMs"
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@documentation/modules/ref_vmware-prerequisites.adoc` around lines 12 - 13,
The standalone sentence "Create a VDDK image to accelerate migrations" conflicts
with the Prerequisites note requiring VDDK for vSAN and is outside the
document's definition list; either move this guidance into the existing
Prerequisites item and explicitly state scope (e.g., "Required for source VMs
backed by {vmw} vSAN; recommended otherwise to accelerate migrations") or keep
it in place but change the wording to clearly distinguish "Recommended to
accelerate migrations" vs "Required for vSAN-backed VMs" and place it inside the
same Definition List structure under Prerequisites/Limitations (referencing the
exact phrase "Create a VDDK image to accelerate migrations" and the
"Prerequisites" section so the editor can locate and update the text).

24-24: 💤 Low value

Consider clarifying the hibernation trade-off.

The statement "When hibernation is disabled, VM data might be lost if there is a power outage" correctly warns about the consequence, but the causal relationship could be clearer. Consider rewording to emphasize the trade-off:

"Disable hibernation on the source VMs. Note that without hibernation enabled, VM data might be lost during a power outage."

This minor adjustment helps readers understand they're removing protection, not introducing a new risk.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@documentation/modules/ref_vmware-prerequisites.adoc` at line 24, Update the
sentence in documentation/modules/ref_vmware-prerequisites.adoc that currently
reads "Disable hibernation on the source VMs. When hibernation is disabled, VM
data might be lost if there is a power outage." to clarify the trade-off; reword
it to something like: "Disable hibernation on the source VMs. Note that without
hibernation enabled, VM data might be lost during a power outage." ensuring the
text emphasizes that disabling hibernation removes a protection rather than
creating a new risk.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@documentation/modules/ref_source-vm-migration-considerations.adoc`:
- Line 22: Update the grammatical error in the sentence that reads "{vmw} Tools
automatically triggers VSS to start" by changing the verb to plural form
"trigger" so it reads "{vmw} Tools automatically trigger VSS to start"; locate
and edit that exact string in ref_source-vm-migration-considerations.adoc (the
sentence near the VSS/snapshot explanation) to apply the correction.

---

Nitpick comments:
In `@documentation/modules/ref_vmware-prerequisites.adoc`:
- Around line 12-13: The standalone sentence "Create a VDDK image to accelerate
migrations" conflicts with the Prerequisites note requiring VDDK for vSAN and is
outside the document's definition list; either move this guidance into the
existing Prerequisites item and explicitly state scope (e.g., "Required for
source VMs backed by {vmw} vSAN; recommended otherwise to accelerate
migrations") or keep it in place but change the wording to clearly distinguish
"Recommended to accelerate migrations" vs "Required for vSAN-backed VMs" and
place it inside the same Definition List structure under
Prerequisites/Limitations (referencing the exact phrase "Create a VDDK image to
accelerate migrations" and the "Prerequisites" section so the editor can locate
and update the text).
- Line 24: Update the sentence in
documentation/modules/ref_vmware-prerequisites.adoc that currently reads
"Disable hibernation on the source VMs. When hibernation is disabled, VM data
might be lost if there is a power outage." to clarify the trade-off; reword it
to something like: "Disable hibernation on the source VMs. Note that without
hibernation enabled, VM data might be lost during a power outage." ensuring the
text emphasizes that disabling hibernation removes a protection rather than
creating a new risk.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

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Review profile: CHILL

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Run ID: 704f08c8-93fd-4194-b9f0-c57923fd872b

📥 Commits

Reviewing files that changed from the base of the PR and between fec9bbc and 344fbf0.

📒 Files selected for processing (8)
  • documentation/doc-Planning_your_migration/assemblies/assembly_migrating-vms-web-console.adoc
  • documentation/doc-Planning_your_migration/assemblies/assembly_provider-specific-requirements-for-migration.adoc
  • documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc
  • documentation/modules/proc_adding-source-provider.adoc
  • documentation/modules/proc_creating-vmware-role-mtv-permissions.adoc
  • documentation/modules/ref_source-vm-migration-considerations.adoc
  • documentation/modules/ref_vmware-prerequisites.adoc
  • documentation/modules/ref_vmware-privileges.adoc
✅ Files skipped from review due to trivial changes (4)
  • documentation/modules/proc_adding-source-provider.adoc
  • documentation/doc-Planning_your_migration/assemblies/assembly_migrating-vms-web-console.adoc
  • documentation/modules/proc_creating-vmware-role-mtv-permissions.adoc
  • documentation/modules/ref_vmware-privileges.adoc
🚧 Files skipped from review as they are similar to previous changes (2)
  • documentation/doc-Planning_your_migration/assemblies/assembly_provider-specific-requirements-for-migration.adoc
  • documentation/modules/con_migrating-vms-by-using-mtv-ui.adoc

Comment thread documentation/modules/ref_source-vm-migration-considerations.adoc Outdated
@Jenny-Anne

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I have one NP, otherwise the requirements lgtm (although vSan + VDDK statement seems weird to me but I will leave that to another reviewer)

Thanks for reviewing @solenoci. Updated the vSAN and VDDK statement to "You must use a VDDK image if the source VMs are backed by VMware vSAN."

@solenoci

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@Jenny-Anne Hi, what I meant by VDDK + vSan is that I am not sure that's even supported (I think not but I could be wrong)

@Jenny-Anne

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@Jenny-Anne Hi, what I meant by VDDK + vSan is that I am not sure that's even supported (I think not but I could be wrong)

Hi @solenoci Thanks. A warning about vSAN is in the legacy (currently published) doc twice. It wasn't part of this PR. Can anyone confirm if it's supported or not and I can update as needed?

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