This curriculum spans the technical and operational rigor of a multi-workshop migration engagement, addressing the full lifecycle from source assessment and platform design to cutover execution and ongoing operations, as typically encountered in large-scale data platform modernization programs.
Module 1: Assessing Source System Architecture and Data Landscape
- Inventory and classify existing data sources by type (relational, NoSQL, flat files), volume, update frequency, and ownership domains.
- Evaluate legacy schema designs for normalization anomalies, denormalized reporting tables, and embedded business logic in stored procedures.
- Profile data quality across source systems to identify missing values, inconsistent formats, and referential integrity violations.
- Determine data residency and compliance constraints that restrict movement of specific datasets across geographic regions.
- Map source system dependencies, including ETL pipelines, reporting tools, and real-time consumers, to assess migration impact.
- Document service-level agreements (SLAs) for source systems to establish baseline performance expectations for post-migration behavior.
- Identify shadow IT data stores and undocumented integrations that may not appear in official architecture diagrams.
- Conduct stakeholder interviews to uncover implicit data usage patterns not reflected in system logs.
Module 2: Designing Target Big Data Platform Architecture
- Select appropriate storage layers (data lake, data warehouse, operational data store) based on query patterns, latency requirements, and governance needs.
- Choose between batch, micro-batch, and streaming ingestion models based on source system capabilities and downstream use cases.
- Define partitioning and bucketing strategies in distributed file systems (e.g., Parquet on S3 or HDFS) to optimize query performance and cost.
- Implement schema evolution mechanisms (e.g., schema registry with Avro or Protobuf) to handle changing source data structures over time.
- Design metadata management architecture using centralized catalog tools (e.g., AWS Glue Data Catalog, Apache Atlas) for discoverability and lineage.
- Configure compute isolation and resource allocation (YARN queues, Kubernetes namespaces) to prevent workload interference.
- Establish naming conventions and tagging standards for cloud resources to support cost allocation and access control.
- Integrate monitoring agents and logging pipelines during platform provisioning to ensure observability from day one.
Module 3: Data Extraction and Change Data Capture (CDC) Strategy
- Compare log-based CDC tools (Debezium, Oracle GoldenGate) against query-based extraction for transactional consistency and source system impact.
- Configure database log retention policies to ensure CDC processes can recover from downtime without data loss.
- Implement watermarking mechanisms to track progress of incremental extracts and support restartability.
- Handle large object (LOB) columns by deciding between full extraction, sampling, or deferred processing based on usage patterns.
- Encrypt sensitive data during extraction using client-side encryption before it leaves the source environment.
- Throttle extraction processes to avoid performance degradation on production OLTP systems during peak hours.
- Validate referential integrity across related tables during extraction when foreign keys are not enforced in source.
- Design fallback mechanisms for extraction jobs that fail due to network instability or source schema changes.
Module 4: Schema Transformation and Data Modeling
- Convert third-normal-form schemas to dimensional models (star/snowflake) based on analytical query patterns in the target environment.
- Handle surrogate key generation in distributed environments using UUIDs, hash keys, or sequence emulators.
- Implement slowly changing dimension (SCD) Type 2 logic using merge operations in Delta Lake or BigQuery MERGE statements.
- Denormalize hierarchical data (e.g., JSON/XML) into relational structures while preserving path information for reconstruction.
- Map data types across platforms (e.g., Oracle NUMBER to DECIMAL in Spark) to prevent precision loss during conversion.
- Design conformed dimensions to enable cross-source reporting while resolving conflicting business definitions.
- Preserve source system timestamps and apply timezone normalization based on business context, not technical default.
- Implement data redaction or masking rules during transformation for compliance with privacy regulations.
Module 5: Migration Pipeline Orchestration and Automation
- Select orchestration tools (Airflow, Prefect, Azure Data Factory) based on scheduling complexity, retry logic, and monitoring integration needs.
- Design idempotent pipeline steps to allow safe reruns without duplicating or corrupting data.
- Implement pipeline versioning using Git to track changes in transformation logic and support rollback capability.
- Configure alerting thresholds for pipeline duration, row count variance, and failure rates to detect anomalies.
- Parameterize pipeline configurations to support parallel execution across environments (dev, test, prod) with isolated resources.
- Integrate pre- and post-execution data validation checks within the orchestration workflow to halt propagation of bad data.
- Manage secret storage for database credentials using vault services (Hashicorp Vault, AWS Secrets Manager) instead of hardcoding.
- Automate environment teardown and resource cleanup to control cloud spending during testing phases.
Module 6: Data Validation and Reconciliation
- Develop row count and checksum comparisons at the table and partition level to verify completeness of data transfer.
- Perform sample-based value validation by selecting random records and verifying field-level accuracy across source and target.
- Run aggregate reconciliation queries (SUM, COUNT DISTINCT) to detect discrepancies in rolled-up metrics.
- Compare data distributions (histograms, percentiles) for numeric fields to identify silent truncation or transformation errors.
- Validate referential integrity in the target by checking for orphaned foreign keys after migration.
- Use statistical sampling techniques when full reconciliation is infeasible due to data volume.
- Document reconciliation exceptions and establish thresholds for acceptable variance based on business tolerance.
- Automate reconciliation reports and integrate them into CI/CD pipelines for regression testing.
Module 7: Security, Access Control, and Compliance
- Implement column- and row-level security policies in the target platform to enforce data access based on user roles.
- Classify data elements by sensitivity level and apply encryption (at rest and in transit) accordingly.
- Integrate with enterprise identity providers (LDAP, SAML, Okta) to maintain consistent user authentication.
- Enable audit logging for data access and query execution to support compliance with SOX, HIPAA, or GDPR.
- Conduct data lineage analysis to demonstrate compliance with data provenance requirements during audits.
- Apply data retention and archival policies aligned with legal hold requirements and storage cost objectives.
- Validate that PII masking functions operate correctly in both raw and aggregated query results.
- Review cloud provider shared responsibility model to clarify security obligations for infrastructure and data layers.
Module 8: Cutover Planning and Production Deployment
- Define cutover window based on business operations, considering peak usage times and downstream reporting cycles.
- Execute parallel run period where both legacy and target systems process live data to validate accuracy under real load.
- Implement dual-write mechanism during transition to maintain data consistency across systems.
- Coordinate DNS or connection string updates with application teams to redirect queries to the new platform.
- Prepare rollback plan with estimated recovery time objective (RTO) and data loss tolerance (RPO) for migration failure.
- Freeze source system modifications during final sync phase to ensure data consistency at cutover.
- Monitor application performance post-cutover for query latency, connection pooling, and result accuracy.
- Decommission legacy systems only after confirming all dependent processes operate correctly on the new platform.
Module 9: Post-Migration Optimization and Operations
- Review query execution plans and adjust indexing, clustering, or partitioning to improve performance.
- Implement auto-scaling policies for compute resources based on historical workload patterns and forecasted demand.
- Establish data quality monitoring to detect drift, null spikes, or out-of-range values in ongoing ingestion.
- Optimize storage costs by moving cold data to lower-tier storage (e.g., S3 Glacier, Azure Archive).
- Refactor inefficient queries identified through query log analysis and performance profiling.
- Update documentation to reflect actual implementation details, including known limitations and workarounds.
- Conduct root cause analysis for pipeline failures and implement preventive controls.
- Rotate credentials and audit access permissions periodically to maintain security hygiene.