{"id":2244,"date":"2019-07-29T20:12:07","date_gmt":"2019-07-29T20:12:07","guid":{"rendered":"http:\/\/wiki.thomasandsofia.com\/?p=2244"},"modified":"2021-04-12T10:47:49","modified_gmt":"2021-04-12T10:47:49","slug":"pre-sales-server-migration-checklist","status":"publish","type":"post","link":"https:\/\/wiki.thomasandsofia.com\/?p=2244","title":{"rendered":"Pre-Sales Server Migration Checklist"},"content":{"rendered":"<h1>Why &#8211; Understand the Need<\/h1>\n<h3>Why is the client migrating?<\/h3>\n<ul>\n<li>OS \/ Software End Of Life<\/li>\n<li>Licensing Issues\n<ul>\n<li>License locked to an IP<\/li>\n<li>Require a USB or similar Hardware device for authentication?<\/li>\n<\/ul>\n<\/li>\n<li>Missing desired \/ required features\n<ul>\n<li>Auto Scaling \/ HA \/ DR<\/li>\n<li>Compute \/ RAM \/ Performance<\/li>\n<li>Storage<\/li>\n<\/ul>\n<\/li>\n<li>System Compromised?<\/li>\n<li>Security Requirements?<\/li>\n<\/ul>\n<h1>What &#8211; Understand the Current State<\/h1>\n<h3>What is moving?<\/h3>\n<ul>\n<li>List of Servers \/ Services\n<ul>\n<li>OS<\/li>\n<li>Applications\n<ul>\n<li>License Requirements<\/li>\n<li>Authentication<\/li>\n<\/ul>\n<\/li>\n<li>Total Compute\n<ul>\n<li>Current Utilization \/ growth<\/li>\n<\/ul>\n<\/li>\n<li>RAM\n<ul>\n<li>Current Utilization \/ growth<\/li>\n<\/ul>\n<\/li>\n<li>Disk Space\n<ul>\n<li>Current Utilization \/ growth<\/li>\n<\/ul>\n<\/li>\n<li>Network Requirements\n<ul>\n<li>F\/W<\/li>\n<li>VPN<\/li>\n<li>Public and Private Networks<\/li>\n<li>Bandwidth\n<ul>\n<li>Current utilization \/ growth<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h1>How &#8211; What tools and resources will be required<\/h1>\n<ul>\n<li>AWS\n<ul>\n<li>SCP \/ SFTP<\/li>\n<li>Snowball<\/li>\n<li>DirectConnect<\/li>\n<li>Storage Gateway<\/li>\n<li>Simple Migration Service (VMWare)<\/li>\n<li>CloudFormation<\/li>\n<\/ul>\n<\/li>\n<li>Azure\n<ul>\n<li>Azure Site Recovery\n<ul>\n<li>Is a config server required (Dedicated and\/or proprietary cloud)<\/li>\n<\/ul>\n<\/li>\n<li>Express Route<\/li>\n<li>Azure Files (SFTP to Azure Blob storage)<\/li>\n<li>Azure Automation (AWS CloudFormation?)<\/li>\n<\/ul>\n<\/li>\n<li>Google\n<ul>\n<li>&#8230;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h1>Where &#8211; Future State<\/h1>\n<ul>\n<li>Well-Architected Framework\n<ul>\n<li>Security<\/li>\n<li>Reliability<\/li>\n<li>Performance Efficiency<\/li>\n<li>Cost Optimization<\/li>\n<li>Operational Excellence<\/li>\n<\/ul>\n<\/li>\n<li>Does the architecture support the requirements\n<ul>\n<li>compute\/storage<\/li>\n<li>security<\/li>\n<li>additional compliance issues?<\/li>\n<\/ul>\n<\/li>\n<li>Are there any legacy systems that must be maintained<\/li>\n<li>Required or strongly recommended upgrades?<\/li>\n<li>Outline of the system\/network topology\n<ul>\n<li>Visio<\/li>\n<\/ul>\n<\/li>\n<li>Will the migrated services continue to interact with remaining systems within required parameters<\/li>\n<\/ul>\n<h1>When &#8211; Project Management and Urgency<\/h1>\n<h3>What happens if the migration is not completed by the completion date?<\/h3>\n<ul>\n<li>Added costs?\n<ul>\n<li>License expirations \/ costly renewals?<\/li>\n<li>Additional CapEx costs?<\/li>\n<li>Lost\/missed compliance dates?<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Project Management<\/h3>\n<ul>\n<li>RFQ (Request for Quote) \/ RFP (Request for Proposal)<\/li>\n<li>Exploration meeting\n<ul>\n<li>Get the Why, What,Where and When (Urgency)<\/li>\n<li>Install exploration tools (auto-discover, etc.)<\/li>\n<\/ul>\n<\/li>\n<li>SOW (Scope of Work) \/ JEP (Joint Execution Plan)\n<ul>\n<li>Designated points of contact\n<ul>\n<li>Company<\/li>\n<li>Client<\/li>\n<\/ul>\n<\/li>\n<li>Current state and Future state<\/li>\n<li>Project plan\n<ul>\n<li>Timeline of events and responsibilities<\/li>\n<\/ul>\n<\/li>\n<li>Project completion KPIs (Key Performance Indicators)<\/li>\n<li>Final test timeline<\/li>\n<li>Project costs<\/li>\n<li>Projected ongoing production costs\n<ul>\n<li>Compute, Database, other infrastructure and bandwidth<\/li>\n<li>Management (See Continued Support)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Project completion<\/li>\n<li>Payment agreement<\/li>\n<\/ul>\n<h1>Who &#8211; Statement of Work \/ Joint Execution Plan<\/h1>\n<ul>\n<li>Company Primary Contact<\/li>\n<li>Client Primary Contact &#8211; Must be able to make decisions!<\/li>\n<li>In scope and out of scope\n<ul>\n<li>What will be done, what will NOT be done<\/li>\n<li>Cost (monetary and\/or time) of change requests.<\/li>\n<\/ul>\n<\/li>\n<li>POC (Proof of concept) required?\n<ul>\n<li>If so, who builds, who pays?<\/li>\n<li>Test metrics<\/li>\n<li>Setup, Test and completion dates<\/li>\n<\/ul>\n<\/li>\n<li>Company and Client must determine roles and responsibilities\n<ul>\n<li>Company: Design Future State &amp; SOW<\/li>\n<li>Client: Approve<\/li>\n<li>Company: Build infrastructure<\/li>\n<li>Company with Client support: Migrate data<\/li>\n<li>Client: Test<\/li>\n<li>Company + Client: Complete any finalizations\n<ul>\n<li>database \/ software change updates<\/li>\n<li>DNS<\/li>\n<li>Connection strings<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h1>Project Close<\/h1>\n<ul>\n<li>Project acceptance sign off<\/li>\n<li>Decommission\/cancel previous resources.<\/li>\n<\/ul>\n<h1>Continued Support<\/h1>\n<ul>\n<li>Monitoring\n<ul>\n<li>Infrastructure<\/li>\n<li>Performance<\/li>\n<li>Security (Log monitoring)<\/li>\n<\/ul>\n<\/li>\n<li>Cost Optimization\n<ul>\n<li>Unused Resources<\/li>\n<li>Reserved Instances<\/li>\n<\/ul>\n<\/li>\n<li>Security and Penetration tests<\/li>\n<li>Backups<\/li>\n<li>System Recovery \/ Disaster Recovery testing<\/li>\n<li>Patching and Updating<\/li>\n<li>DevOps\n<ul>\n<li>Orchestration and Automation<\/li>\n<li>Version Control<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Why &#8211; Understand the Need Why is the client migrating? OS \/ Software End Of Life Licensing Issues License locked to an IP Require a USB or similar Hardware device for authentication? Missing desired \/ required features Auto Scaling \/ HA \/ DR Compute \/ RAM \/ Performance Storage System Compromised? Security Requirements? What &#8211; ..<\/p>\n<div class=\"clear-fix\"><\/div>\n<p><a href=\"https:\/\/wiki.thomasandsofia.com\/?p=2244\" title=\"read more...\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48,47],"tags":[],"class_list":["post-2244","post","type-post","status-publish","format-standard","hentry","category-migrations","category-sales"],"_links":{"self":[{"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=\/wp\/v2\/posts\/2244","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2244"}],"version-history":[{"count":7,"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=\/wp\/v2\/posts\/2244\/revisions"}],"predecessor-version":[{"id":3450,"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=\/wp\/v2\/posts\/2244\/revisions\/3450"}],"wp:attachment":[{"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2244"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2244"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wiki.thomasandsofia.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}