Hyper-V & SCVMM Discovery & Assessment Questionnaire

(Customer Readiness, Architecture, Gaps, Risks, and Requirements)

1. Environment Overview

1. How many datacenters / sites are in scope?

2. What versions of Windows Server are currently running Hyper-V? (2012 R2, 2016, 2019, 2022)

3. Are you using standalone Hyper-V hosts or Failover Clusters?

4. What is the approximate number of:

   • Hyper-V hosts?

   • Clusters?

   • Virtual Machines?

5. Is SCVMM already deployed in your environment?

   • If yes, what version?

   • If no, is deployment planned?

2. Hardware & Infrastructure

Compute

1. What server vendors/models are used (Dell, HPE, Lenovo, Cisco, etc.)?

2. Are BIOS/firmware versions standardized across hosts?

3. What CPU architecture is used (Intel/AMD)?

4. Are virtualization, EPT/RVI, NUMA, and IOMMU enabled?

Memory

5. What is the average memory per host?

6. Do you use Dynamic Memory? For which workloads?

Networking

7. How many NICs per host? What bandwidth (1G/10G/25G/40G/100G)?

8. Are you using:

   • SET (Switch Embedded Teaming)?

   • LBFO teaming?

   • SR-IOV?

   • RDMA/RoCE/iWARP?

9. What networks exist for:

   • Management?

   • VM/tenant?

   • Cluster?

   • Storage (SMB/iSCSI/FC)?

   • Live Migration?

Storage

10. Are you using:

    • Storage Spaces Direct (S2D)?

    • SAN (FC/iSCSI)?

    • SMB3 storage?

11. How many storage tiers?

12. What storage vendor(s) are in scope?

13. Any storage QoS policies already in place?

3. Virtual Machine Workloads

1. Approximate VM distribution (Windows | Linux | Other)?

2. Critical workload types?

   • SQL / Oracle

   • Domain Controllers

   • File Servers

   • Application Servers

3. Do any workloads require:

   • Low latency?

   • High IOPS?

   • GPU?

4. Are checkpoints allowed in production?

5. Do you use Shielded VMs or vTPM?

4. Hyper-V Cluster Configuration

1. Number of nodes per cluster?

2. Version consistency across nodes?

3. How are CSVs structured and sized?

4. Cluster Witness type (File Share | Cloud | None)?

5. Frequency of reboots/patching?

6. Any failover issues, live migration failures, or cluster instability?

5. SCVMM Configuration (Existing or Planned)

SCVMM Deployment

1. What SCVMM version is installed?

2. Is SCVMM highly available?

3. Where is the SCVMM database hosted? (Local SQL / Remote SQL)

4. Is SCVMM used for:

   • VM provisioning?

   • Network fabric management?

   • Storage fabric?

   • Update baselines?

   • Bare-metal host deployment?

SCVMM Fabric

5. Do you use:

   • Logical Networks?

   • IP Pools?

   • Uplink Port Profiles?

   • VM Network Classifications?

   • Logical Switches?

6. Are there existing Run As accounts for:

   • Host management?

   • Storage?

   • Network switching?

7. Are templates / service templates already configured?

6. Operations, Processes & Tooling

1. How are Hyper-V hosts currently patched?

   • SCCM?

   • SCVMM baselines?

   • CAU?

   • Manual?

2. Is maintenance mode or evacuation scripted or automated?

3. How do you monitor:

   • Hyper-V?

   • Clusters?

   • SCVMM?

   • Storage (S2D/SAN)?

4. Do you collect performance baselines?

5. Are there existing PowerShell automations?

7. Security, Compliance & Identity

1. Are hosts domain-joined or isolated management domain?

2. Any requirements for:

   • Shielded VMs?

   • HGS / TPM attestation?

   • BitLocker on CSVs or host OS?

3. Are RBAC boundaries defined for Hyper-V administrators?

4. Are there audit/compliance frameworks applicable?

5. Any restrictions around remote PowerShell, WinRM, WMI, or file sharing?

8. Networking & IPAM Considerations

1. Who owns network configuration? (Server team / Network team)

2. Do you require SCVMM to manage IP pools or will IPAM handle it?

3. Are VLANs standardized across sites?

4. Do you have existing SDN deployments?

5. Any plans for micro-segmentation or network virtualization (NVGRE / VXLAN)?

9. Backup, DR, and Replication

1. What backup solution is used today? (DPM / Veeam / Commvault / Rubrik / Other)

2. Do you use Hyper-V Replica?

3. Is replication cross-cluster or cross-site?

4. RPO/RTO requirements?

5. Any storage-based replication (Sync/Async)?

10. Pain Points & Known Issues

1. Any failures with:

   • VM deployment?

   • Live Migration?

   • Storage Migration?

   • Cluster expansion?

2. Performance bottlenecks (CPU, RAM, Storage IO, Network throughput)?

3. SCVMM console crashing or agent issues?

4. Frequent host remediation events?

11. Future State & Goals

1. Are there plans to move to:

   • Windows Server 2022?

   • Azure Stack HCI?

   • Azure Hybrid integration (Arc, Monitor, Update Manager)?

2. Desired improvements:

   • Automation

   • Standardization

   • Faster provisioning

   • Better availability

   • Cost reduction

3. Any regulatory or business drivers influencing design?

12. Deliverables Expected From Us

1. Architecture diagram?

2. Gap assessment & recommendations?

3. SCVMM standardization blueprint?

4. Host baseline hardening?

5. Migration/upgrade strategy?

6. Runbooks & PowerShell scripts?

7. Capacity & performance planning?

Executive Hyper-V & SCVMM Discovery Summary

1. Environment Size & Scope
   How many Hyper-V hosts, clusters, and virtual machines are currently in scope?

2. Current Versions & Supportability
   What versions of Windows Server and SCVMM are in use today, and are any nearing end-of-support?

3. Storage & Performance Model
   What storage platform powers the Hyper-V environment (SAN, S2D, SMB3), and are there any performance concerns?

4. Networking Architecture
   How is host and VM networking structured (SET teaming, VLANs, IP ranges), and are there any design or capacity issues?

5. Operational Processes
   How are hosts and VMs currently patched, maintained, monitored, and backed up?

6. Provisioning & Automation
   How are new Hyper-V hosts and VMs deployed today, and is SCVMM used for automation or mainly for visibility?

7. Security & Compliance Requirements
   Are there any specific security, audit, or regulatory requirements (e.g., Shielded VMs, BitLocker, RBAC, segmentation)?

8. Disaster Recovery & Business Continuity
   What is the current DR strategy (Hyper-V Replica, storage replication, none), and what RPO/RTO does the business expect?

9. Pain Points & Risks
   What are the top 3 issues the business wants resolved in the current Hyper-V/SCVMM environment?

10. Future-State Goals
    What outcomes are desired from this engagement (upgrade path, automation, improved availability, standardization, capacity planning)?