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WIP: MTV-3956: Add NetApp SHIFT zero-copy integration documentation for MTV 2.12#938

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WIP: MTV-3956: Add NetApp SHIFT zero-copy integration documentation for MTV 2.12#938
RichardHoch wants to merge 5 commits into
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RichardHoch:MTV-3956_NetApp-integration

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@RichardHoch RichardHoch commented Jun 14, 2026

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Summary

This PR adds comprehensive documentation for the NetApp SHIFT zero-copy integration feature for MTV 2.12, which enables near-instantaneous migration of VMware VMs whose disks reside on NetApp NFS storage.

What's New

  • Release Status: GA for MTV 2.12
  • Migration Type: Cold migration only
  • Performance: Over 1 TB transferred in approximately 1 second (demonstrated)
  • Integration: NetApp SHIFT as add-on to NetApp Trident CSI operator
  • Critical Requirement: Source VMs cannot have snapshots; disks must be flattened

New Documentation Modules (9 total)

Concept Modules

  • con_about-netapp-shift-integration.adoc - Overview and comparison with storage copy offload
  • con_how-netapp-shift-integration-works.adoc - Technical details of two-phase migration
  • con_virt-v2v-in-place-netapp-shift.adoc - How MTV uses virt-v2v-in-place

Reference Modules

  • ref_netapp-shift-prerequisites.adoc - Prerequisites including Trident add-on and snapshot restrictions
  • ref_netapp-shift-pvc-requirements.adoc - PVC label and annotation requirements
  • ref_troubleshooting-netapp-shift.adoc - Troubleshooting common issues

Procedure Modules

  • proc_netapp-shift-integration-steps.adoc - Planning and execution workflow
  • proc_netapp-shift-integration-ui.adoc - UI-based migration procedure
  • proc_netapp-shift-integration-cli.adoc - CLI-based migration procedure

Updated Documentation (10 modules + 4 assemblies)

Assemblies

  • assembly_planning-migration-vmware.adoc - Added NetApp SHIFT section
  • assembly_migrating-from-vmware.adoc - Added CLI procedure and PVC requirements
  • assembly_understanding-mtv-migration.adoc - Added virt-v2v-in-place concept
  • assembly_troubleshooting-migration.adoc - Added NetApp SHIFT troubleshooting

Existing Modules

  • Updated storage copy offload modules to distinguish from NetApp SHIFT (NFS vs block)
  • Updated virt-v2v and MTV workflow modules to reference NetApp SHIFT integration
  • Updated storage maps UI procedure to mention storage class annotation requirement

Key Documentation Points

  1. Zero-Copy Migration: Eliminates network disk transfer; data cloned within NetApp array in ~1 second
  2. Cold Migration Only: MTV powers off source VM before migration
  3. Snapshot Restriction: Critical requirement - VMs cannot have snapshots; disks must be flattened
  4. Storage Class Annotation: Required in MTV UI to indicate NetApp SHIFT capability
  5. Trident CSI Integration: NetApp SHIFT installed as add-on to Trident operator
  6. PVC Detection: MTV creates specially labeled/annotated PVCs that signal Trident CSI
  7. Two-Phase Process: Phase 1 (NetApp SHIFT clones disks) → Phase 2 (MTV converts and creates VM)

SME Review Needed

The following items are marked with SME-TODO comments in the modules:

  • Exact UI steps and screenshots for storage class annotation
  • ONTAP version requirements and API permissions
  • Authoritative Plan/Migration CR YAML examples
  • NetApp SHIFT third-party documentation links
  • virt-v2v-in-place pod naming patterns and failure modes
  • Snapshot flattening procedure recommendations

Testing

  • Verify all cross-references resolve correctly
  • Verify assembly includes work as expected
  • Build documentation to ensure no AsciiDoc syntax errors
  • Verify links to NetApp third-party documentation (when provided by SMEs)

Related Issues

Resolves: MTV-3956

Documentation Source

Based on:

  • NetApp SHIFT integration writer's pack (v2.12)
  • "Integration of the Migration Toolkit for Virtualization (MTV) with NetApp SHIFT" PDF (June 14, 2026)
  • MTV Demo recording (June 4, 2026)

🤖 Generated with Claude Code

Summary by CodeRabbit

Documentation

  • Added comprehensive NetApp SHIFT integration documentation for VMware virtual machine migrations, including concept overviews, prerequisites, step-by-step procedures for both UI and CLI workflows, PVC configuration requirements and labeling specifications, and troubleshooting guidance for common issues.

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forklift-documentation Ready Ready Preview, Comment Jun 15, 2026 2:59pm

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📝 Walkthrough

Walkthrough

Adds a complete documentation suite for NetApp SHIFT zero-copy VMware migration integration. New modules cover the concept overview, two-phase workflow mechanics, prerequisites, PVC label/annotation requirements, UI and CLI migration procedures, and a troubleshooting guide. Existing assemblies and modules are updated to include the new content and redirect NFS/NetApp users away from storage copy offload.

Changes

NetApp SHIFT Zero-Copy Integration Documentation

Layer / File(s) Summary
Concept pages: overview, workflow, and virt-v2v-in-place
documentation/modules/con_about-netapp-shift-integration.adoc, documentation/modules/con_how-netapp-shift-integration-works.adoc, documentation/modules/con_virt-v2v-in-place-netapp-shift.adoc, documentation/modules/con_mtv-workflow.adoc, documentation/modules/con_virt-v2v-mtv.adoc
New concept modules introduce the NetApp SHIFT overview (constraints, phase comparison table), the two-phase zero-copy workflow contrasted with standard network disk copy, and how MTV uses virt-v2v-in-place on existing PVCs. Existing MTV workflow and virt-v2v pages are updated to reflect the conditional in-place conversion path.
Prerequisites and PVC requirements reference modules
documentation/modules/ref_netapp-shift-prerequisites.adoc, documentation/modules/ref_netapp-shift-pvc-requirements.adoc
New reference modules enumerate prerequisites (MTV version, VMware config, NetApp SHIFT installation, source VM snapshot/flattening constraints) and required PVC metadata: vmID label and forklift.konveyor.io/nfs-server/forklift.konveyor.io/nfs-path annotations, with a reference table and illustrative YAML example.
Migration procedures: steps, UI, and CLI
documentation/modules/proc_netapp-shift-integration-steps.adoc, documentation/modules/proc_netapp-shift-integration-ui.adoc, documentation/modules/proc_netapp-shift-integration-cli.adoc
New procedure modules cover the end-to-end workflow: a high-level steps module (snapshot cleanup, PVC verification, plan creation, archiving), a UI-based procedure (MTV wizard, plan settings, verification), and a full CLI procedure (Plan CR and Migration CR YAML, oc monitoring commands, archive step).
Troubleshooting and storage copy offload scope
documentation/modules/ref_troubleshooting-netapp-shift.adoc, documentation/modules/ref_troubleshooting-storage-copy-offload-netapp-issues.adoc
New troubleshooting module covers PVC detection fallback, snapshot errors with vSphere remediation, guest conversion failures, and storage class annotation visibility. The existing NetApp storage copy offload troubleshooting module is updated to scope itself to block/XCOPY only and cross-reference the new SHIFT module.
Assembly includes and existing module NOTE updates
documentation/doc-Migrating_your_virtual_machines/assemblies/assembly_migrating-from-vmware.adoc, documentation/doc-Migrating_your_virtual_machines/assemblies/assembly_troubleshooting-migration.adoc, documentation/doc-Migrating_your_virtual_machines/assemblies/assembly_understanding-mtv-migration.adoc, documentation/doc-Planning_your_migration/assemblies/assembly_planning-migration-vmware.adoc, documentation/modules/con_about-storage-copy-offload.adoc, documentation/modules/ref_sco-supported-storage-providers.adoc, documentation/modules/proc_creating-form-based-storage-maps-ui-vmware.adoc
All new modules are wired into the planning, migrating, understanding, and troubleshooting assemblies. NOTE blocks are added to existing storage copy offload, supported storage providers, and storage map UI modules redirecting NFS/NetApp users to the new SHIFT documentation.

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~20 minutes

Suggested reviewers

  • anarnold97
  • mnecas
  • solenoci

Poem

🐇 A rabbit hops through docs so wide,
NetApp SHIFT flows, zero-copy inside!
Phase one: the clones, on storage arrays spin,
Phase two: virt-v2v-in-place begins.
No network bytes to fret or dread—
Just labeled PVCs ahead! 🎉

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
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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.
Title check ✅ Passed The PR title clearly describes the main change: adding NetApp SHIFT zero-copy integration documentation for MTV 2.12. It accurately reflects the comprehensive documentation additions across multiple modules and assemblies.

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Actionable comments posted: 2

🧹 Nitpick comments (1)
documentation/modules/con_virt-v2v-in-place-netapp-shift.adoc (1)

27-27: ⚡ Quick win

SME-TODO scope: warm-migration and pod-lifecycle uncertainty, consistent with con_how-netapp-shift-integration-works.adoc.

This module shares the same SME-TODO comment as con_how-netapp-shift-integration-works.adoc (line 27), indicating that warm-migration support and conversion-pod failure handling remain undocumented. Clarify before release whether these are future enhancements or explicitly unsupported features.

Would you like me to consolidate these shared TODOs into a single tracking item or draft a clarifying note for both modules?

🤖 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/con_virt-v2v-in-place-netapp-shift.adoc` at line 27,
The SME-TODO comment regarding warm-migration support and conversion-pod
lifecycle with NetApp SHIFT is unclear and appears to be duplicated across
multiple documentation modules. Resolve this by clarifying with the SME whether
warm-migration and pod-lifecycle handling are future enhancements or explicitly
unsupported features. Once clarified, either document the findings directly in
the affected modules (replacing the TODO with actual documentation) or
consolidate the duplicated TODOs into a single centralized tracking item to
avoid ambiguity and ensure consistent information across all related
documentation.
🤖 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/proc_creating-form-based-storage-maps-ui-vmware.adoc`:
- Around line 42-43: The anchor reference in the NetApp SHIFT integration link
is incorrect. The link currently uses the anchor
`con_about-netapp-shift-integration_vmware`, but the target module defines the
ID as `netapp-shift-integration-overview_{context}`, which expands to
`netapp-shift-integration-overview_vmware` when context=vmware. Update the
anchor in the link from `#con_about-netapp-shift-integration_vmware` to
`#netapp-shift-integration-overview_vmware` to ensure the cross-reference
resolves correctly.

In `@documentation/modules/proc_netapp-shift-integration-steps.adoc`:
- Line 20: Replace the two SME-TODO comments with actual documentation links to
enable users to complete critical prerequisites before the NetApp SHIFT
migration. At line 20, replace the SME-TODO placeholder with a link to the
vSphere procedure for snapshot deletion and disk consolidation, and at line 24,
replace the SME-TODO placeholder with a link to the NetApp SHIFT procedure for
disk cloning and PVC creation. If internal documentation for these procedures
does not yet exist, cross-reference appropriate third-party NetApp or VMware
documentation as interim guidance to unblock users from proceeding through the
prerequisites and into the core Phase 1 SHIFT cloning operation.

---

Nitpick comments:
In `@documentation/modules/con_virt-v2v-in-place-netapp-shift.adoc`:
- Line 27: The SME-TODO comment regarding warm-migration support and
conversion-pod lifecycle with NetApp SHIFT is unclear and appears to be
duplicated across multiple documentation modules. Resolve this by clarifying
with the SME whether warm-migration and pod-lifecycle handling are future
enhancements or explicitly unsupported features. Once clarified, either document
the findings directly in the affected modules (replacing the TODO with actual
documentation) or consolidate the duplicated TODOs into a single centralized
tracking item to avoid ambiguity and ensure consistent information across all
related documentation.
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📥 Commits

Reviewing files that changed from the base of the PR and between e1c52fc and 2cd9064.

📒 Files selected for processing (19)
  • documentation/doc-Migrating_your_virtual_machines/assemblies/assembly_migrating-from-vmware.adoc
  • documentation/doc-Migrating_your_virtual_machines/assemblies/assembly_troubleshooting-migration.adoc
  • documentation/doc-Migrating_your_virtual_machines/assemblies/assembly_understanding-mtv-migration.adoc
  • documentation/doc-Planning_your_migration/assemblies/assembly_planning-migration-vmware.adoc
  • documentation/modules/con_about-netapp-shift-integration.adoc
  • documentation/modules/con_about-storage-copy-offload.adoc
  • documentation/modules/con_how-netapp-shift-integration-works.adoc
  • documentation/modules/con_mtv-workflow.adoc
  • documentation/modules/con_virt-v2v-in-place-netapp-shift.adoc
  • documentation/modules/con_virt-v2v-mtv.adoc
  • documentation/modules/proc_creating-form-based-storage-maps-ui-vmware.adoc
  • documentation/modules/proc_netapp-shift-integration-cli.adoc
  • documentation/modules/proc_netapp-shift-integration-steps.adoc
  • documentation/modules/proc_netapp-shift-integration-ui.adoc
  • documentation/modules/ref_netapp-shift-prerequisites.adoc
  • documentation/modules/ref_netapp-shift-pvc-requirements.adoc
  • documentation/modules/ref_sco-supported-storage-providers.adoc
  • documentation/modules/ref_troubleshooting-netapp-shift.adoc
  • documentation/modules/ref_troubleshooting-storage-copy-offload-netapp-issues.adoc

Comment on lines +42 to +43

NetApp SHIFT zero-copy integration for NFS-backed storage does not use the *Offload plugin* options. You still create standard storage maps for the target storage class; NetApp SHIFT creates PVCs separately. Storage classes must be annotated in the {project-short} UI to indicate NetApp SHIFT capability. See link:https://docs.redhat.com/en/documentation/migration_toolkit_for_virtualization/2.12/html/planning_your_migration_to_red_hat_openshift_virtualization/assembly_planning-migration-vmware_mtv#con_about-netapp-shift-integration_vmware[Migrating {vmw} virtual machines by using NetApp SHIFT zero-copy integration].

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⚠️ Potential issue | 🟠 Major | ⚡ Quick win

Incorrect anchor reference in the NetApp SHIFT link.

Line 43 uses the anchor #con_about-netapp-shift-integration_vmware, but the target module con_about-netapp-shift-integration.adoc defines the ID as [id="netapp-shift-integration-overview_{context}"], which expands to netapp-shift-integration-overview_vmware when context=vmware. This will cause the link to fail.

🔗 Proposed fix for the anchor reference
-See link:https://docs.redhat.com/en/documentation/migration_toolkit_for_virtualization/2.12/html/planning_your_migration_to_red_hat_openshift_virtualization/assembly_planning-migration-vmware_mtv#con_about-netapp-shift-integration_vmware[Migrating {vmw} virtual machines by using NetApp SHIFT zero-copy integration].
+See link:https://docs.redhat.com/en/documentation/migration_toolkit_for_virtualization/2.12/html/planning_your_migration_to_red_hat_openshift_virtualization/assembly_planning-migration-vmware_mtv#netapp-shift-integration-overview_vmware[Migrating {vmw} virtual machines by using NetApp SHIFT zero-copy integration].
🤖 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/proc_creating-form-based-storage-maps-ui-vmware.adoc`
around lines 42 - 43, The anchor reference in the NetApp SHIFT integration link
is incorrect. The link currently uses the anchor
`con_about-netapp-shift-integration_vmware`, but the target module defines the
ID as `netapp-shift-integration-overview_{context}`, which expands to
`netapp-shift-integration-overview_vmware` when context=vmware. Update the
anchor in the link from `#con_about-netapp-shift-integration_vmware` to
`#netapp-shift-integration-overview_vmware` to ensure the cross-reference
resolves correctly.

+
In vSphere, delete all snapshots for the source VMs and consolidate disks to flatten the disk chain. VM disks must be flattened before migration due to proprietary VMware file formatting.
+
// SME-TODO: Add link to vSphere procedure for snapshot deletion and disk consolidation.

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⚠️ Potential issue | 🟡 Minor | ⚡ Quick win

SME-TODOs for external procedure links—critical for step-by-step completeness.

Lines 20 and 24 contain SME-TODOs referencing missing procedures:

  • Line 20: vSphere snapshot deletion and disk consolidation procedure
  • Line 24: NetApp SHIFT disk cloning and PVC creation procedure

These steps are described as critical prerequisites (VM disks "must be flattened" per ref_netapp-shift-prerequisites.adoc), but users lack documentation links to execute them. Step 3 (NetApp SHIFT cloning) is particularly critical—it is the core Phase 1 operation that users must complete before proceeding to MTV migration.

Ensure these external documentation links are resolved and verified before release, or consider cross-referencing third-party NetApp or VMware documentation as interim guidance.

Would you like me to help generate a consolidated list of missing external procedure links for SME/product owner follow-up?

Also applies to: 24-24

🤖 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/proc_netapp-shift-integration-steps.adoc` at line 20,
Replace the two SME-TODO comments with actual documentation links to enable
users to complete critical prerequisites before the NetApp SHIFT migration. At
line 20, replace the SME-TODO placeholder with a link to the vSphere procedure
for snapshot deletion and disk consolidation, and at line 24, replace the
SME-TODO placeholder with a link to the NetApp SHIFT procedure for disk cloning
and PVC creation. If internal documentation for these procedures does not yet
exist, cross-reference appropriate third-party NetApp or VMware documentation as
interim guidance to unblock users from proceeding through the prerequisites and
into the core Phase 1 SHIFT cloning operation.

@RichardHoch RichardHoch marked this pull request as draft June 14, 2026 12:51
@RichardHoch RichardHoch changed the title MTV-3956: Add NetApp SHIFT zero-copy integration documentation for MTV 2.12 WIP: MTV-3956: Add NetApp SHIFT zero-copy integration documentation for MTV 2.12 Jun 14, 2026
Storage copy offload is a feature that allows you to migrate {vmw} virtual machines (VMs) that are in a storage array network (SAN) more efficiently. This feature makes use of the command `vmkfstools` on the ESXi host, which invokes the `XCOPY` command on the storage array using an Internet Small Computer Systems Interface (iSCSI) or Fibre Channel (FC) connection. Storage copy offload lets you copy data inside a SAN more efficiently than copying the data over a network. For {project-first} 2.11, storage copy offload is available as GA for cold migration and as a Technology Preview feature for warm migration.

For more information about storage copy offload, see link:https://docs.redhat.com/en/documentation/migration_toolkit_for_virtualization/2.11/html/planning_your_migration_to_red_hat_openshift_virtualization/assembly_planning-migration-vmware_mtv#con_about-storage-copy-offload_vmware[Migrating {vmw} virtual machines by using storage copy offload].

@RichardHoch RichardHoch Jun 14, 2026

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Note to self -- this note needs to be moved and cut -- from the demo, looks like the target storage is labeled NetApp Shift. Still being verified.
The YAML file of the storage class indicates it's netApp Shift.
Requires Ontop NFS

RichardHoch and others added 2 commits June 15, 2026 11:15
This commit adds comprehensive documentation for the NetApp SHIFT
zero-copy integration feature, which enables near-instantaneous
migration of VMware VMs whose disks reside on NetApp NFS storage.

New modules created:
- con_about-netapp-shift-integration.adoc: Overview and comparison
  with storage copy offload
- con_how-netapp-shift-integration-works.adoc: Technical details of
  the two-phase migration process
- ref_netapp-shift-prerequisites.adoc: Prerequisites including
  Trident operator add-on and snapshot restrictions
- ref_netapp-shift-pvc-requirements.adoc: PVC label and annotation
  requirements for NetApp SHIFT integration
- proc_netapp-shift-integration-steps.adoc: Planning and execution
  workflow
- proc_netapp-shift-integration-ui.adoc: UI-based migration procedure
- proc_netapp-shift-integration-cli.adoc: CLI-based migration procedure
- con_virt-v2v-in-place-netapp-shift.adoc: How MTV uses virt-v2v-in-place
  for NetApp SHIFT
- ref_troubleshooting-netapp-shift.adoc: Troubleshooting guide for
  common NetApp SHIFT issues

Assemblies updated:
- assembly_planning-migration-vmware.adoc: Added NetApp SHIFT section
- assembly_migrating-from-vmware.adoc: Added CLI procedure and PVC
  requirements reference
- assembly_understanding-mtv-migration.adoc: Added virt-v2v-in-place
  concept
- assembly_troubleshooting-migration.adoc: Added NetApp SHIFT
  troubleshooting reference

Existing modules updated:
- con_about-storage-copy-offload.adoc: Added note distinguishing
  NetApp SHIFT (NFS) from storage copy offload (block)
- ref_sco-supported-storage-providers.adoc: Clarified NetApp ONTAP
  applies to block/XCOPY only
- ref_troubleshooting-storage-copy-offload-netapp-issues.adoc: Added
  reference to NetApp SHIFT troubleshooting
- con_virt-v2v-mtv.adoc: Added reference to virt-v2v-in-place usage
- con_mtv-workflow.adoc: Updated workflow to mention NetApp SHIFT
  PVC detection
- proc_creating-form-based-storage-maps-ui-vmware.adoc: Added note
  about NetApp SHIFT and storage class annotation

Key features documented:
- GA release status for MTV 2.12
- Cold migration only support
- Zero-copy migration (1 TB in ~1 second demonstrated)
- NetApp Trident CSI integration
- Critical snapshot restriction requirement
- Storage class annotation requirement

Resolves: MTV-3956

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Moved all SME-TODO items from inline comments to clearly marked
sections at the end of each module. This improves readability by
separating SME review items from the module content while keeping
them visible for tracking.

Changes:
- All inline SME-TODO comments removed from module text
- Added '// SME-TODOs' section at end of affected modules
- Numbered and organized TODO items for clarity

Affected modules:
- ref_netapp-shift-pvc-requirements.adoc (5 items)
- ref_netapp-shift-prerequisites.adoc (4 items)
- proc_netapp-shift-integration-steps.adoc (2 items)
- proc_netapp-shift-integration-ui.adoc (3 items)
- proc_netapp-shift-integration-cli.adoc (3 items)
- con_virt-v2v-in-place-netapp-shift.adoc (1 item)
- ref_troubleshooting-netapp-shift.adoc (3 items)

Total: 21 SME-TODO items organized and tracked
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