Overview

The Devices module is the primary inventory register for all compute assets involved in your migration project. Each device record captures identity, configuration, ownership, and migration assignment — giving your team a single source of truth throughout the entire migration lifecycle.

Devices feed directly into migration wave planning (via Move Groups), capacity planning (by aggregating CPU and memory), and the execution layer (Nutanix Move pulls device records to create migration plans). They also drive dependency analysis: when applications and databases are linked to devices, Clarity Migrate can surface which assets must be co-migrated.

The Device List page is a full-featured DataTable with column-level filtering, bulk edit, inline editing, and export. The Device Detail page shows all relationships, history, execution status, replication metrics, and data quality scores.

When to use this

  • Initial inventory: Import or manually register all in-scope servers at project kick-off.
  • Scoping: Mark devices as in-scope or out-of-scope as the migration scope is agreed with stakeholders.
  • Wave planning: Assign devices to Move Groups aligned to migration waves.
  • Discovery updates: Add newly discovered servers that weren't in the original inventory.
  • Pre-migration checks: Review the Device Detail page to confirm all fields are populated before execution begins.
  • Post-migration: Use execution and replication screens to track cutover status per device.

Key features

Rich DataTable List
Column filters, sorting, search, and configurable column visibility. Export to CSV or Excel in one click.
Inline & Form Editing
Edit individual fields inline directly in the table, or open the full edit form for complete record management.
Bulk Edit
Select multiple devices and update shared fields — Move Group, Scope, Owner, Environment — in a single operation.
Relationship Tracking
Link devices to their hosted applications, databases, and host servers to build a complete dependency map.
Data Quality Score
Each device has a completeness score. The Data Quality screen highlights missing or inconsistent fields.
Execution & Replication
Device-level execution status and live replication lag metrics are displayed on the Device Detail page during migration.

Step-by-step instructions

Adding a new device

1
Open the Device List
Navigate to CMDB → Devices in the left sidebar. The main DataTable will load showing all existing device records.
2
Click "Add Device"
Click the + Add Device button in the top-right toolbar. The Device Edit Form will open as a modal or slide-over panel.
3
Fill in the required fields

At minimum, complete the following required fields:

  • Name — the hostname or display name of the device
  • Environment — Production, Development, Test, or DR
  • Scope — In Scope or Out of Scope
4
Complete the optional but important fields
Fill in IP Address, FQDN, Operating System, CPU Count, Memory (GB), Owner, and Migration Plan. These fields drive dashboards and email notifications.
5
Save the record
Click Save. The new device will appear in the Device List and its data quality score will be calculated immediately.

Editing a device

1
Inline edit (quick field changes)
Double-click any editable cell in the Device List to edit it inline. Press Enter to save or Escape to cancel. Useful for quick field corrections.
2
Full form edit
Click the Edit icon (pencil) in the Actions column, or open the Device Detail page and click Edit. The full edit form allows you to update all fields including relationships.

Bulk editing multiple devices

1
Select devices
Tick the checkbox in the first column for each device you want to update. Use the header checkbox to select all visible rows. You can filter the table first to narrow down the selection.
2
Open Bulk Edit
Once one or more rows are selected, the Bulk Edit button activates in the toolbar. Click it to open the Bulk Edit panel.
3
Choose fields to update
Select which fields to update (Move Group, Scope, Environment, Owner, Migration Plan) and set the new value. Only ticked fields will be changed — unticked fields are left as-is on each device.
4
Confirm and apply
Review the summary showing how many devices will be updated, then click Apply. A confirmation notification will appear when complete.

Assigning devices to a Move Group

1
Filter to the target devices
Use the column filters or search to find the devices you want to assign. For example, filter by Environment = Production and Scope = In Scope.
2
Select and bulk edit
Select all filtered devices and use Bulk Edit to set the Move Group field. Move Groups must already exist — create them in Migrations → Move Groups first.

Exporting device data

1
Apply filters (optional)
Filter the Device List to the subset you want to export — e.g., all in-scope devices for Wave 1.
2
Click Export
Click the Export button in the DataTable toolbar. Choose CSV or Excel (.xlsx). The export will include only the currently filtered and visible rows.

Important fields

Field Required / Optional Description
Name Required The hostname or display name of the device. Should match the actual system hostname where possible.
IP Address Optional Primary IPv4 address. Used for network mapping and deduplication during discovery imports.
FQDN Optional Fully Qualified Domain Name. Important for applications that reference servers by FQDN rather than IP.
Operating System Optional OS name and version (e.g., Windows Server 2019). Use normalisation rules to standardise OS naming across imports.
CPU Count Optional Number of vCPUs or physical cores. Feeds into capacity planning calculations for target hosts.
Memory (GB) Optional RAM in gigabytes. Used alongside CPU Count in capacity planning dashboards.
Scope Required Indicates whether this device is In Scope, Out of Scope, or Unknown. Only In Scope devices appear in migration dashboards and planning views.
Environment Required The environment tier: Production, Development, Test, or DR. Drives dashboard segmentation and migration sequencing rules.
Owner Optional The person or team responsible for this device. Used in email notifications and RACI reports. Set this to avoid missed notifications.
Migration Plan Optional The high-level plan for this device (e.g., Rehost, Replatform, Retire). Useful for portfolio analysis and executive reporting.
Move Group Optional The Move Group (wave) this device is assigned to. Links the device to a migration event for execution scheduling.

Example workflow

Real-world scenario
Discovering and onboarding an unregistered server mid-project

During a pre-migration health check, a migration engineer notices a server called APP-SVR-042 responding on the network but missing from the CMDB. The server hosts a legacy batch-processing service that was overlooked during initial scoping.

The engineer navigates to CMDB → Devices, clicks + Add Device, and enters the hostname, IP address (10.10.5.42), FQDN, and operating system (Windows Server 2016). They set Environment to Production, Scope to In Scope, and assign the device owner to the application team lead.

With the record saved, the engineer navigates to the Device Detail page, opens the Relationships tab, and links the device to the BatchProcessor application already in the CMDB. They then return to the Device List, select APP-SVR-042, and use Bulk Edit to assign it to the Wave 2 — App Servers Move Group.

The device now appears in the Wave 2 capacity planning view, the data quality score prompts the engineer to add CPU and Memory figures, and the application team lead receives an automated notification that they have been assigned as owner of a newly registered asset.

Tips & best practices

Always set the Environment field

The Environment field is used to segment devices in migration dashboards, capacity planning views, and executive reports. Leaving it blank means the device won't appear in environment-based filters and aggregations. Set it at the time of record creation — don't come back to fix it later.

Use bulk edit for wave assignment

When assigning dozens of devices to a Move Group, use Bulk Edit rather than editing each record individually. Filter the Device List to your target subset first (e.g., Environment = Production, Scope = In Scope), then select all and bulk-assign the Move Group in one step.

The Scope field controls dashboard visibility

Only devices with Scope = In Scope appear in migration dashboards, wave planning views, and capacity calculations. Out-of-scope devices remain in the CMDB for reference but are excluded from planning. Review the Scope field whenever you add a new device.

Import in bulk via CSV or VMware/RVTools

For large inventories, use the CSV Import or VMware/RVTools integration rather than adding devices manually. This ensures consistent data quality and saves significant time. See the Integrations section of this guide for details.

Common mistakes

Not setting the Owner field

If the Owner field is blank, email notifications for this device will not be sent. This means the relevant application or infrastructure team won't receive pre-migration warnings, T-Minus task assignments, or post-migration confirmation requests. Always assign an owner at the point of record creation.

Leaving Scope as "Unknown"

A device with Scope = Unknown will not appear in migration planning dashboards, wave assignment views, or capacity calculations. It effectively becomes invisible to the planning process. Review all Unknown-scoped devices regularly and resolve them with your project stakeholders.

Inconsistent OS naming

Free-text OS entries like "Win 2019", "Windows Server 2019", and "WS2019" all refer to the same OS but will appear as three separate values in filters and reports. Use the Field Management → Normalisation rules to standardise OS values across your entire inventory. This is especially important when data comes from multiple import sources.

Creating duplicate device records

If a device already exists from a previous CSV import or discovery run, adding it manually creates a duplicate. Before adding a device, search for its hostname, IP address, or FQDN to check for an existing record. Use the deduplication tools in the Data Quality screen to merge duplicates if they already exist.