Addresses the need for better education on Hot, Warm, and Cold Migration concepts.

The purpose of this ticket is to address user experience deficits in the Migration Toolkit for Virtualization (MTV) Operator by significantly improving the accompanying documentation. Recent UX research and interviews with internal users and customers identified several key pain points that can be mitigated through clearer, more comprehensive documentation.

This task involves reviewing the "MTV Operator Pain Points" presentation and applying a user-centric approach (such as Jobs-to-be-Done (JTBD) methodology) to update the relevant documentation, specifically targeting the official guides like Planning your migration and Migrating your virtual machines.

Key Documentation Areas to Improve

Focus on providing clearer instructional and conceptual content in the following areas:

1. Learning Curve and Prerequisites

• Goal: Demystify the end-to-end migration process, which is currently seen as complex.

• Action: Enhance educational content to ensure customers are well-informed about the process. Clarify how to set up the migration environment, particularly for networking. Provide better explanations and differentiation for core concepts like Warm Migration and Cold Migration.

• Context: Address the complexity for users who may lack prior understanding of automation tools like Ansible.

2. Discovery and Assessment

• Goal: Reduce manual effort and failed migrations by providing clearer guidance on pre-migration checks.

• Action: Clarify what the MTV Operator can and cannot automatically identify regarding VM configurations and compatibility. Explain the process of investigation prior to migration and how to interpret warnings, especially those deemed merely “informational” warnings that do not necessarily assist users. Provide best practices for the critical task of creating batches of VMs for migration.

3. Monitoring and Troubleshooting{}

• Goal: Provide visibility into the migration process and clear troubleshooting steps.
• Action: Improve documentation on where to find logs and how to easily understand what is happening within the MTV Operator. Address issues of insufficient status updates (e.g., displaying “Running” for several hours without progress) by documenting what these statuses truly mean and when to be concerned. Also, document any automatic detection of VM templates to prevent plans from being created for them.

JTBD Statement 

When I am executing a large-scale migration of VMs across potentially constrained network segments, I want to leverage optimized data transfer capabilities, such as advanced storage offloading or accelerated copying methods, so I can significantly reduce the overall migration time, minimize the cutover window, and ensure business continuity.

Personas

Here are three user persona statements for this inferred capability, ensuring they start with a capital and do not use angle brackets:

1. As a Migration Engineer, I want to configure a migration plan to leverage all available storage offloading and acceleration techniques to achieve the fastest possible data transfer rates and successfully migrate thousands of virtual machines within our maintenance windows.
2. As a Cloud Architect, I want to implement a migration strategy that minimizes the use of network bandwidth between the source and target clusters to achieve the efficient consolidation of infrastructure without requiring expensive network upgrades or impacting the performance of other concurrent business operations.
3. As an Application Owner, I want to trust that the migration tool's data transfer mechanisms are reliable and verified to achieve guaranteed data consistency and continuous availability for my critical application during the migration process.