Article summary:
Ensure a seamless cloud migration with our comprehensive checklist: assess, plan, and execute your transition without downtime.
Product Owner, Ispirer Systems
Downtime during migration is a real risk for companies moving to the cloud for perks like optimized costs and higher security. If Amazon went offline for an hour, they'd lose millions of dollars. Even smaller businesses face major losses, from missed sales to frustrated customers leaving for competitors.
For example, some estimates show that the average cost of IT downtime is $9,000 per minute, and that number skyrockets for larger companies.
So, how do you move to the cloud without costly business disruptions? We've made up a comprehensive cloud migration checklist for anyone taking a step. This checklist will help you make sure nothing falls through the cracks, from planning to execution and post-migration testing.
Let's see what your steps are to perform a cloud migration without a single second of downtime.
Cloud migration: the complete checklist
Feel free to use this migration cheat sheet to set up and track your progress with the cloud. Below, we will break down what each component entails.
Task | Description | Status (Complete/In Progress/Not Started) | Responsible Party | Notes |
Phase 1: Assessment | ||||
Define Business Goals | Define the reasons for cloud migration. | Examples: Cost reduction, scalability, innovation | ||
Analyze Workloads | Identify all applications, databases, and infrastructure to be migrated. | Prioritize how to move workloads to the cloud based on business criticality and complexity. | ||
Map Dependencies | Document dependencies between applications and systems. | Use dependency mapping tools. Critical for Zero-Downtime. | ||
Assess Infrastructure | Evaluate current infrastructure compatibility with the target cloud. | Identify potential bottlenecks. | ||
Assess Security Requirements | Analyze security and compliance needs. | Ensure alignment with cloud provider security standards. | ||
Estimate Migration Costs | Project migration and ongoing operational costs. | Include labor, tools, and cloud resource consumption. | ||
Phase 2: Planning | ||||
Select Migration Strategy | Choose the optimal migration approach for each workload. | Rehosting, replatforming, refactoring, repurchasing, retiring. | ||
Develop a Downtime Mitigation Plan | Implement strategies for minimizing downtime during migration. | Blue-green deployments, rolling deployments, database replication. | ||
Create Testing Strategy | Define comprehensive testing procedures for each migration stage. | Unit, integration, user acceptance, performance testing. | ||
Establish Rollback Plan | Develop detailed rollback procedures in case of failures. | Define clear triggers for initiating a rollback. | ||
Create Communication Plan | Inform stakeholders about the migration process and schedule. | Regular updates, potential impact notifications. | ||
Allocate Resources | Assign roles and responsibilities to team members. | Ensure sufficient resources for each task. | ||
Select Migration Tools | Choose appropriate tools for migration, monitoring, and management. | Consider Ispirer InsightWays (if applicable), AWS DMS, Azure Database Migration | ||
Service. | ||||
Phase 3: Migration Execution | ||||
Conduct Pilot Migration | Migrate a non-critical workload as a test case. | Identify and resolve any issues before migrating critical applications. | ||
Migrate Data | Migrate data to the cloud with minimal downtime. | Use database replication or change data capture. | ||
Migrate Applications | Migrate applications to the cloud using the chosen strategy. | Monitor progress and address any issues. | ||
Test and Validate | Test migrated applications and data for functionality and integrity. | Ensure data accuracy and application performance. | ||
Phase 4: Optimization & Post-Migration | ||||
Tune Performance | Optimize cloud resources for performance and efficiency. | Right-sizing instances, optimizing database queries. | ||
Optimize Costs | Implement cost management strategies to reduce cloud spending. | Reserved instances, spot instances, usage monitoring. | ||
Harden Security | Implement security best practices to protect cloud resources. | Security audits, access control, intrusion detection. | ||
Monitor and Alert | Set up monitoring and alerting to detect and respond to issues. | Proactive issue resolution. | ||
Document Migration | Maintain detailed documentation of the entire process. | For future reference and troubleshooting. | ||
Pre-migration assessment & planning (phase 1 & 2)
Assessment
Before you even think about migration, you need to know why you're doing this:
- Is it to cut costs?
- Boost performance?
- Scale?
You need to plan it like a big road trip (you wouldn't start without knowing your destination). Not having a goal or cloud migration strategies is one of the top reasons why companies fail at cloud migration.
Next, figure out what you're bringing with you, like applications, databases, and entire servers. What stays, what goes, and what needs extra attention? At this stage, you will also perform dependency mapping. If one app relies on another to run, you need to migrate them together, and you need to know it as soon as possible.
Don’t forget to assess your current infrastructure, too. Are your servers ancient dinosaurs? Will your network handle the new setup? And, of course, security because you don't want to leave any doors unlocked in the move.
Lastly, figure out the costs. Cloud migration sounds shiny, but you'll want a clear comparison between current on-premise expenses and your new cloud bill.
Fun fact: 70% of all cloud costs are unnecessary.
Planning
Now that you know what you're working with, it's time to choose your migration strategy. Each one's got its perks and pitfalls, like picking a travel route:
- Rehosting (lift and shift): The "grab everything and go" approach. Fast, but you might not get the full cloud benefits.
- Replatforming: A bit of tweaking for better performance, like upgrading your old features for a smoother workflow.
- Refactoring: More intense remodeling, but it's worth it for mission-critical apps that need peak performance.
- Repurchasing: Swapping software for a software as a service alternative.
- Retiring: Some systems are deadweight — let them go.
Read more: Rehost, Refactor, or Rebuild? 8 Ways to Modernize Legacy Systems
Cloud migration planning strategies like blue-green deployment (where you run two environments in parallel) and rolling deployments (updating in waves) perform well for zero downtime. Database replication tools will also keep your data in sync in real-time, and load balancers will handle the traffic.
Don't skimp on testing, like unit tests, integration tests, and performance tests, because test everything. If something goes wrong, you'll want a rollback plan ready to switch back in no time. Plus, keep everyone in the loop with a clear communication plan, so that there are no surprise outages.
And finally, make sure you have the right people and data migration tools. Assign roles, ensure enough resources, and pick the right tech such as InsightWays to make the assessment and planning phases faster and more detailed.
Migration execution (phase 3)
It's go time, but don't dive in headfirst just yet. You need a test run, a careful step-by-step approach, and eyes on everything.
Pilot migration
Start small. Pick a low-risk, non-critical application (maybe you have an internal lunch ordering app, not your customer-facing payment system) and run a pilot migration. Thus, you'll spot any issues before touching the big, important software.
Incremental migration
Don't move everything at once. It's best to migrate in small, manageable chunks because it minimizes the risk of a total meltdown if something goes wrong.
Monitoring and logging
Set up detailed monitoring and logging from the start to track where things are going right and where they're crashing and burning. Real-time performance checks, error tracking, and resource monitoring are essential to keep everything on track.
Data migration
Use tools like SQLWays to optimize the data migration process. SQLWays will move data to the cloud while users keep working. Also, consider hiring cloud migration engineers to make this process flawless.
Application migration
Now, it's time to migrate the applications. Whether you're rehosting, re-platforming, or refactoring, stick to your chosen strategy and migrate piece by piece.
Testing and validation
Test. Test again. Then, test one more time.
Check functionality, data integrity, performance, and everything in between. Make sure the cloud version works just as well (or better!) than the original. If something's off, fix it before moving on.
With this approach, you lower the risk of surprises and can perform a migration in the background, where your customers won't even realize you moved to the cloud.
Optimization & post-migration (phase 4)
Congrats, you've made it to the cloud! But before you start celebrating with a cloud-based party, there's still work to be done. Optimizing your new cloud environment is key to making sure your migration doesn't turn into a costly boomerang.
Here's how to perfect your cloud services:
Performance tuning
The great thing about the cloud is that it offers a variety of services to optimize your workloads for the best performance. This means adjusting your instances, using autoscaling, and choosing the right storage solutions. So, make sure you configure the resources to meet user demand without overpaying.
Cost optimization
You can take advantage of the cloud's opportunities, like reserved instances and spot instances, to save big on computing costs. Right-sizing your resources is key, too, so don't keep running a monster server when a compact option will do the job. Make sure you're always monitoring your usage so you're not paying for cloud resources that aren't being used.
Security hardening
Every migration is vulnerable, even to the cloud. That's why you need to implement security best practices such as Google Cloud's Identity and Access Management (IAM) and set up firewalls to keep the bad guys out. Encrypt your data, manage keys carefully, and continuously monitor access, too.
Monitoring and alerting
Now that you're settled in the cloud don't just kick back and forget about it. Set up robust monitoring and alerting (usually, cloud providers give this functionality). You will always be in the loop, whether it's a small performance hiccup or a major security threat.
Continuous improvement
Again, the cloud isn't a "set it and forget it" deal. You should continuously analyze your cloud environment's performance and cost data to optimize it over time. Use the insights you gain to improve resource allocation, make adjustments, and ensure your cloud remains efficient as your business grows and changes. Remember, 70% of cloud costs are, indeed, unnecessary.
Documentation
As you optimize and configure your cloud setup, keep detailed records of your processes, configurations, and changes. It's for your peace of mind and potential troubleshooting or onboarding new team members. Plus, it's a great way to look back at how far you've come.
Assess, plan, migrate, optimize
And there you have it, the ultimate checklist for achieving a zero-downtime cloud migration! If you've made it this far, you're already on the right track. A structured approach is your golden ticket to avoid the chaos that can come with migration.
Following each phase in the checklist will help you plan, execute, and optimize your cloud transition and keep disruptions to a minimum. Want to optimize your cloud migration to the fullest? Check out SQLWays and let it migrate your data for you faster!
