Microsoft Assessment and Planning Toolkit: Complete Guide for IT ProsMicrosoft Assessment and Planning (MAP) Toolkit is a free, agentless inventory, assessment and reporting tool designed to help IT professionals plan migrations, deployments, and upgrades across Windows, Microsoft 365, virtualization, and cloud projects. This guide covers MAP Toolkit’s capabilities, deployment scenarios, architecture, workflows, common use cases, step‑by‑step examples, best practices, troubleshooting tips, and alternatives.
What MAP Toolkit does (at a glance)
MAP Toolkit discovers computers, users, and devices across your network and produces detailed inventory, readiness assessments, and sizing recommendations for scenarios like:
- Windows Server and Windows client migrations
- Microsoft 365 (Office 365) readiness and sizing
- Hyper-V and VMware virtualization readiness and sizing
- SQL Server and Exchange migrations
- Azure migration and right‑sizing
Key fact: MAP Toolkit is agentless — it collects data using standard network protocols (WMI, SSH, remote registry, RPC, SNMP, etc.) without installing client agents.
Architecture and components
MAP Toolkit is a Windows application that stores collected data in a local SQL Server database (SQL Server Express is supported). Main components:
- Discovery engine — scans the network using credentials and protocols you provide.
- Inventory database — stores raw collected data and processed assessment results.
- Assessment and reporting modules — generate scenario‑specific reports and recommendations.
- Reporting UI — the MAP Toolkit console used to run discoveries, view reports, and export results.
Supported discovery methods and protocols
MAP supports multiple methods to discover resources:
- Active Directory queries — pull computer and user lists from domains.
- IP address range scans — find devices on subnets.
- CSV import — supply a list of targets.
- Protocols used: WMI, RPC, Remote Registry, SMB, SNMP, SSH (for Unix/Linux), and SQL connectivity for database assessments.
Typical use cases
- Windows Server and client upgrade planning (OS and hardware readiness).
- Microsoft 365 readiness (client and server prerequisites, mailbox sizing).
- Virtualization sizing — convert physical hosts to virtual machines and plan capacity for Hyper‑V or VMware.
- Azure migration assessment — inventory workloads and recommend Azure VM sizes and cost estimates.
- SQL Server and Exchange discovery — assess versions, configurations, and upgrade paths.
Preparing for a MAP Toolkit deployment
- System requirements: a Windows Server or Windows client to run the console; SQL Server or SQL Server Express for the inventory database.
- Credentials: use domain account(s) with appropriate read/list permissions for AD queries and remote management. For Unix/Linux SSH, provide an account with sudo or read access.
- Network access: ensure firewall rules allow WMI/RPC/SMB/SSH/SNMP as needed between the MAP server and targets.
- Storage: plan database size and export paths for reports and logs.
- Backups: schedule backups for the SQL database that stores inventory and reports.
Step‑by‑step: running a basic discovery
- Install MAP Toolkit on a supported Windows machine; install or point to SQL Server/Express instance.
- Open MAP console and create a new assessment project.
- Add discovery sources: choose AD domain, IP ranges, or import CSV.
- Provide credentials for discovery (domain account, local admin credentials, or SSH keys).
- Start the discovery; monitor progress and review any failed targets.
- Run scenario assessments (Windows readiness, virtualization, Azure sizing) from the Reports menu.
- Export or save reports (Excel, Word, HTML) for stakeholders.
Interpreting MAP reports
MAP produces a mix of inventory lists and computed recommendations:
- Readiness reports highlight devices that fail prerequisites (e.g., insufficient RAM, unsupported OS).
- Sizing reports show recommended CPU, RAM, and storage for virtualized or cloud instances.
- Compatibility reports identify applications and drivers that may block migrations.
- Cost estimates for Azure include VM families and approximate monthly pricing.
Be aware: MAP’s recommendations are based on collected usage metrics and heuristics — validate critical workloads manually before migration.
Best practices
- Run discovery during off‑peak times to reduce load and avoid false negatives due to offline devices.
- Use a dedicated service account with least privilege necessary for discovery.
- Regularly update MAP Toolkit and its assessment modules to keep detection logic current.
- Cross‑validate MAP sizing with performance counters and vendor guidance for critical applications.
- Document credentials and network configurations used for discovery to reproduce scans.
Common issues and troubleshooting
- Discovery failures: check credentials, firewall rules, and whether target systems are reachable.
- Incomplete inventories: ensure required services (Remote Registry, WMI) are running on Windows targets.
- SQL errors: verify SQL Server instance permissions and that the MAP database isn’t exceeding storage limits.
- False positives in readiness reports: validate with in‑place checks (e.g., actual RAM, storage) on suspect systems.
Security considerations
- Treat MAP credentials as sensitive — store them securely and rotate periodically.
- Limit network exposure: run MAP in a trusted management network or use jump hosts for segmented networks.
- Remove or archive MAP databases when decommissioning projects to reduce long‑term attack surface.
Alternatives and complementary tools
Tool | Use case |
---|---|
Azure Migrate | Deep Azure migration planning and replication for VMs and apps |
System Center Configuration Manager (SCCM) / Microsoft Endpoint Manager | Ongoing inventory and device management with agents |
VMware vRealize Operations | Capacity planning and performance analytics in VMware environments |
3rd-party discovery tools (Lansweeper, SolarWinds) | Broader network device discovery and asset management |
Example: planning a Windows Server 2012 R2 to 2019 migration
- Run MAP discovery to inventory servers and applications.
- Generate Windows Server readiness report; identify incompatible hardware/drivers.
- Use MAP’s sizing recommendations for target VMs (on‑prem or Azure).
- Cross‑check application compatibility and test in a lab.
- Migrate low‑risk servers first, monitor performance, then migrate critical systems.
Where MAP Toolkit fits in your workflow
Think of MAP as a fast, agentless reconnaissance tool that gives IT teams a clear starting point for migrations and capacity planning. It’s ideal for initial inventories, producing stakeholder reports, and generating baseline sizing—but not a replacement for detailed performance profiling or continuous endpoint management.
Final notes
MAP Toolkit remains a useful, low‑cost option for IT pros needing quick, agentless discovery and migration assessments. Use it to accelerate planning cycles, inform stakeholders with concrete reports, and reduce unknowns before migrations.
If you want, I can:
- Provide a sample MAP discovery credentials checklist.
- Draft a migration runbook based on MAP outputs.
- Create sample report templates for stakeholders.