Configure source filesystems

Configure source filesystems for each product to migrate your data from depending on what your environment is:

• Hadoop Distributed File System (HDFS) - Add one source filesystem only for each product.
• S3 sources (IBM Cloud Object Storage, Amazon S3) - Add one or more source filesystems.

Data Migrator supports the following filesystems as a source:

• Hadoop Distributed File System (HDFS)
• Amazon S3
• S3
• IBM Cloud Object Storage
• A local filesystem
• ADLS Gen2
• Mounted Network-Attached Storage (NAS)
• Google Cloud Storage (GCS)

Configure source filesystems with the UI

The Filesystems option under the Filesystems & Agents menu shows the source and target filesystems Data Migrator can use for data migrations.

Select Filesystems to:

• View and configure source and target filesystems.
• Add or remove targets.

Add a source filesystem

To add a source filesystem from your dashboard, select the following:

1. From the Dashboard, select a product under Products.
2. In the Filesystems & Agents menu, select Filesystems.
3. Select Add source filesystem.

For information about configuring filesystem health check notifications and email alerts, see Configure email notifications with the UI.

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If you have HDFS in your environment, Data Migrator automatically detects it as your source filesystem. However, if Kerberos is enabled, or if your Hadoop configuration doesn't contain the configuration file information required for Data Migrator to connect to Hadoop, configure a HDFS source with additional Kerberos configuration.

If you want to configure a new source manually, delete any existing source first, and then manually add a new source.

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If you deleted the HDFS source that Data Migrator detected automatically, and you want to redetect it, go to the CLI and run the command filesystem auto-discover-source hdfs.

HDFS

Configure HDFS as a source

See Configure a HDFS source filesystem.

Amazon S3

See Configure an Amazon S3 source.

S3

Configure IBM Cloud Object Storage as a source (preview)

Enter the following:

• Filesystem Type - The type of filesystem source. Select IBM Cloud Object Storage.
• Display Name - The name you want to give your IBM Cloud Object Storage.
• Access Key - The access key for your authentication credentials, associated with the fixed authentication credentials provider org.apache.hadoop.fs.s3a.SimpleAWSCredentialsProvider.

note

Although IBM Cloud Object Storage can use other providers (for example InstanceProfileCredentialsProvider, DefaultAWSCredentialsProviderChain), they're only available in the cloud, not for on-premises. As on-premises is currently the expected type of source, these other providers have not been tested and are not currently selectable.

• Secret Key - Enter the secret key using this parameter, used for the org.apache.hadoop.fs.s3a.SimpleAWSCredentialsProvider credentials provider.
• Bucket Name - The name of your Cloud Object Store bucket.
• Topic - The name of the Kafka topic to which the notifications will be sent.
• Endpoint - An endpoint for a Kafka broker, in a host/port format.
• Bootstrap Servers - A comma-separated list of host and port pairs that are addresses for Kafka brokers on a "bootstrap" Kafka cluster that Kafka clients use to bootstrap themselves.
• Port - The TCP port used for connection to the IBM Cloud Object Storage bucket. Default is 9092.

note

Migrations from IBM Cloud Object Storage use Amazon S3, along with its filesystem classes. The main difference between IBM Cloud Object Storage and Amazon S3 is in the messaging services: SQS Queue for Amazon S3, and Kafka for IBM Cloud Object Storage.

Configure notifications for migration

Migrating data from IBM Cloud Object Storage requires that filesystem events are fed into a Kafka-based notification service. Whenever an object is written, overwritten, or deleted using the S3 protocol, a notification is created and stored in a Kafka topic - a message category under which Kafka publishes the notifications stream.

Configure Kafka notifications

Enter the following information into the IBM Cloud Object Storage Manager web interface.

1. Select the Administration tab.
2. In the Notification Service section, select Configure.
3. On the Notification Service Configuration page, select Add Configuration.
4. In the General section, enter the following:

• Name: A name for the configuration, for example "IBM Cloud Object Storage Notifications".
• Topic: The name of the Kafka topic to which the notifications will be sent.
• Hostnames: List of Kafka node endpoints (host:port) format. Note that larger clusters may support multiple nodes.
• Type: Type of configuration.

5. (Optional) In the Authentication section, select Enable authentication and enter your Kafka username and password.

6. (Optional) In the Encryption section, select Enable TLS for Apache Kafka network connections.

   • If the Kafka cluster is encrypted using a self-signed TLS certificate, paste the root CA key for your Kafka configuration in the Certificate PEM field.

7. Select Save.

• A message appears confirming that the notification was created successfully and the configuration is listed in the Notification Service Configurations table.

8. Select the name of the configuration (defined in step 4) to assign vaults.

9. In the Assignments section, select Change.

10. In the Not Assigned tab, select vaults and select Assign to Configuration. Filter available vaults by selecting or typing a name into the Vault field.

note

Notification configurations can't be assigned to containers vaults, mirrored vaults, vault proxies, or vaults that are migrating data. Once a notification is assigned to configuration, an associated vault can't be used in a mirror, with a vault proxy, or for data migration.

Only new operations that occur after a vault is assigned to the configuration will trigger notifications.

11. Select Update.

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For more information, see the Apache Kafka documentation.

IBM Cloud Object Storage (preview)

Configure a local filesystem as a source

Enter the following:

• Filesystem Type - The type of filesystem source. Select Local Filesystem.
• Display Name - Enter a name for your source filesystem.
• Mount Point - The local filesystem directory path to use as the source filesystem. You can migrate any data in the Mount Point directory.

note

Local filesystems don't provide change notifications, so Live Migration isn't enabled for local filesystem sources.

Local Filesystem

Configure Azure Data Lake Storage (ADLS) Gen2 as a source (preview)

note

ADLS Gen2 as a source is currently a preview feature, and is subject to change.

You can use ADLS Gen2 for one-time migrations only - not for live migrations.

Enter the following:

• Filesystem Type - The type of filesystem source. Select Azure Data Lake Storage (ADLS) Gen2.
• Display Name - Enter a name for your source filesystem.
• Data Lake Storage Endpoint - This defaults to dfs.core.windows.net.
• Authentication Type - The authentication type to use when connecting to your filesystem. Select either Shared Key or Service Principal (OAuth2).
• You'll be asked to enter the security details of your Azure storage account. These will vary depending on which Authentication Type you select. See below.
• Use Secure Protocol - This checkbox determines whether to use TLS encryption in communication with ADLS Gen2. This is enabled by default.

The Azure storage account details necessary will vary depending on whether you selected Shared Key or Service Principal (OAuth2):

Shared key

• Account Name - The Microsoft Azure account name that owns the data lake storage.
• Access Key - The access key associated with the Microsoft Azure account.
• Container Name - The ADLS Gen2 container you want to migrate data from.

Service principal (OAuth2)

• Account Name - The Microsoft Azure account name that owns the data lake storage.
• Container Name - The ADLS Gen2 container you want to migrate data from.
• Client ID - The client ID (also known as application ID) for your Azure service principal.
• Secret - The client secret (also known as application secret) for the Azure service principal.
• Endpoint - The client endpoint for the Azure service principal. This will often take the form of https://login.microsoftonline.com/{tenant}/oauth2/v2.0/token where {tenant} is the directory ID for the Azure service principal. You can enter a custom URL (such as a proxy endpoint that manually interfaces with Azure Active Directory).

Select Save.

Configure source filesystems with the CLI

Data Migrator migrates data from a single source filesystem. Data Migrator automatically detects the Hadoop Distributed File System (HDFS) it's installed on and configures it as the source filesystem. If it doesn't detect the HDFS source automatically, you can validate the source. You can override auto-discovery of any HDFS source by manually adding a source filesystem.

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At this time, Azure Data Lake Storage (ADLS) Gen2 source filesystems can only be used for one-time migrations.

Use the following CLI commands to add source filesystems:

Command	Action
filesystem add adls2 oauth	Add an ADLS Gen 2 filesystem resource using a service principal and oauth credentials
filesystem add adls2 sharedKey	Add an ADLS Gen 2 filesystem resource using access key credentials
filesystem add hdfs	Add a HDFS resource
filesystem add s3a	Add an S3 filesystem resource. You can choose this when using Amazon S3, Oracle, and IBM Cloud Object Storage. If you want to specify a required filesystem, use --s3type parameter. See s3a optional parameters.
filesystem add local	Add a local or mounted NAS filesystem resource.

Validate your source filesystem

Verify that the correct source filesystem is registered or delete the existing one (you define a new source in the step Add a source filesystem.

If Kerberos is enabled or your Hadoop configuration does not contain the information needed to connect to the Hadoop filesystem, use the filesystem auto-discover-source hdfs command to enter your Kerberos credentials and auto-discover your source HDFS configuration.

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If Kerberos is disabled, and Hadoop configuration is on the host, Data Migrator will detect the source filesystem automatically on startup.

Manage your source filesystem

Manage the source filesystem with the following commands:

Command	Action
source clear	Delete all sources
source delete	Delete one source
source show	View the source filesystem configuration
filesystem auto-discover-source hdfs	Enter your Kerberos credentials to access your source HDFS configuration

note

To update existing filesystems, first stop all migrations associated with them. After saving updates to your configuration, you'll need to restart the Data Migrator service for your updates to take effect. In most supported Linux distributions, run the command service livedata-migrator restart.