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  1. OpenStack Strategy
  2. RHOSSTRAT-1160

Multi-Phase VM Seeding with CBT Sync and Cutover Control in Red Hat OpenStack VMware Migration toolkit

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    • RHOSSTRAT-1033VMware to Red Hat OpenStack workload migrations
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      Feature Overview (mandatory - Complete while in New status)
      Enable administrators to migrate VMware VMs to OpenStack with minimal downtime by performing incremental disk seeding across multiple maintenance windows, followed by a final cutover with one last delta sync.
      Large enterprise VMs with terabytes of data cannot be migrated in a single maintenance window. This feature exposes the existing CBT (Changed Block Tracking) and cutover capabilities as a user-friendly, multi-phase migration workflow. Users can "seed" VM disk data incrementally during multiple low-impact windows while the source VM remains running, then execute a final cutover with minimal downtime, typically only the time needed to sync the last changed blocks and perform V2V conversion.

      Goals (mandatory - Complete while in New status)

      • Cloud Administrators: Can migrate large VMs across multiple maintenance windows without extended downtime
      • Operations Teams: Flexibility to perform incremental syncs during off-peak hours, reserving brief cutover window for production transition
      • End Users/Tenants: Minimal service disruption—source VM remains running during seeding phases

      Requirements (mandatory -_ Complete while in Refinement status):

      Requirement Notes isMVP?
      cbtsync parameter enables CBT-based incremental synchronization   Implemented
      cutover parameter controls whether V2V conversion runs   Implemented
      CBT changeID stored in Cinder volume metadata   Implemented
      Volume existence check with CBT sync continuation   Implemented
      Volume converted metadata tracks V2V completion   Implemented
      Windows VMs powered off only when V2V runs   Implemented
      Ansible role variables expose both flags   Implemented
           

       

      Done - Acceptance Criteria (mandatory - Complete while in Refinement status):
      AC1: User can run migration with cbtsync: true and cutover: false to perform incremental disk synchronization without V2V conversion
      AC2: CBT changeID is persisted in Cinder volume metadata after sync operations
      AC3: User can run migration with cutover: true to perform final delta sync and V2V conversion
      AC4: If volume already exists and cbtsync: false, migration returns error "volume already exists"
      AC5: If volume already converted (converted: true metadata), migration skips with message "Volume already converted"
      AC6: Windows VMs are only powered off when runV2V=true (i.e., during cutover)
      AC7: Ansible role import_workloads exposes import_workloads_cutover and import_workloads_cbt_sync variables

      Use Cases - i.e. User Experience & Workflow: (Initial completion while in Refinement status):
      Implemented Workflow: Two-Phase CBT Migration
      Phase 1 (or multiple) - Initial/Incremental Sync (repeatable):

      # Performs disk copy using CBT, skips V2V conversion
      # Source VM remains running
      cbt_sync: true
      cutover: false
      

       

      Final Phase  - Final Cutover:

      # Performs final sync and V2V conversion
      # Windows VMs will be powered off for conversion
      cbt_sync: true  # or false for no delta sync
      cutover: true

      Out of Scope __(Initial completion while in Refinement status):
      High-level list of items or persona’s that are out of scope.
      <your text here>

      Documentation Considerations __(Initial completion while in Refinement status):
      Provide information that needs to be considered and planned so that documentation will meet customer needs. If the feature extends existing functionality, provide a link to its current documentation..
      <your text here>

      Questions to Answer __(Initial completion while in Refinement status):
      Include a list of refinement / architectural questions that may need to be answered before coding can begin.
      <your text here>

      Background and Strategic Fit (Initial completion while in Refinement status):

      • Leverages VMware's native Changed Block Tracking (CBT) for efficient delta synchronization
      • Implements industry-standard pattern for live migration with minimal downtime
      • Built on proven nbdkit/VDDK integration for reliable disk transfer
      • Supports enterprise requirements for controlled migration windows

      Customer Considerations __(Initial completion while in Refinement status):

      • VMware CBT requirement: Source VMs must have CBT enabled before migration
      • Volume storage costs: Seeded volumes consume OpenStack storage during sync phases before cutover
      • Windows VM handling: Windows VMs will be powered off during cutover phase for V2V conversion
      • Sync frequency: More frequent sync phases = smaller final delta = shorter cutover window

      Team Sign Off (Completion while in Planning status)

      • All required Epics (known at the time) are linked to the this Feature
      • All required Stories, Tasks (known at the time) for the most immediate Epics have been created and estimated
      • Add - Reviewers name, Team Name
      • Acceptance == Feature as “Ready” - well understood and scope is clear - Acceptance Criteria (scope) is elaborated, well defined, and understood
      • Note: Only set FixVersion/s: on a Feature if the delivery team agrees they have the capacity and have committed that capability for that milestone
      Reviewed By Team Name Accepted Notes
             
             
             
             

       

              pnavarro@redhat.com Pedro Navarro Perez
              pnavarro@redhat.com Pedro Navarro Perez
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                Created:
                Updated: