This curriculum spans the technical and operational rigor of a multi-workshop migration engagement, addressing the same tooling, sequencing, and reconciliation challenges encountered when moving complex on-premises environments to the cloud.
Module 1: Assessment and Discovery of On-Premises Environments
- Decide which discovery tools (agent-based vs. agentless) to deploy based on OS compatibility, network segmentation, and security policies.
- Configure dependency mapping to capture inter-application communication patterns across firewalls and VLANs for accurate migration sequencing.
- Select the scope of systems to inventory, balancing completeness with performance impact on production workloads.
- Integrate discovery output with CMDB systems to reconcile technical data with business ownership and SLA classifications.
- Address credential management for discovery tools by using privileged access management (PAM) systems to rotate and audit access.
- Establish thresholds for performance baselining to identify candidates for re-architecture versus direct migration.
Module 2: Migration Tool Selection and Vendor Evaluation
- Compare replication mechanisms (block-level vs. file-level) across tools to determine suitability for databases, file servers, and stateful applications.
- Evaluate tool support for heterogeneous environments, including legacy OS versions and custom applications not supported by cloud images.
- Assess integration capabilities with existing DevOps pipelines, such as triggering post-migration configuration via Terraform or Ansible.
- Negotiate licensing models for tools that charge per-socket, per-VM, or based on data transfer volume.
- Validate tool compatibility with target cloud regions, especially when migrating to sovereign or isolated cloud environments.
- Test failback procedures during proof-of-concept to ensure rollback is feasible within RTO constraints.
Module 3: Replication and Cutover Planning
- Configure initial and incremental replication schedules to minimize bandwidth consumption during business hours.
- Define cutover windows in coordination with application owners, considering batch processing cycles and user activity patterns.
- Implement pre-cutover health checks for replication lag, storage alignment, and network connectivity to the target environment.
- Design DNS and IP address strategies to handle application dependencies during and after cutover.
- Coordinate with network teams to provision and test cloud-side firewall rules before cutover execution.
- Document rollback triggers and assign decision authority for aborting cutover due to data inconsistency or service failure.
Module 4: Data Migration and Consistency Management
- Handle large datasets by combining offline transfer (e.g., AWS Snowball, Azure Data Box) with online replication for delta sync.
- Implement checksum validation at source and target to detect data corruption during transfer.
- Manage database migration consistency using log-shipping or native replication tools that support transactional integrity.
- Address character encoding and locale differences between source and target systems that affect data interpretation.
- Plan for storage tiering in the cloud by mapping on-premises performance tiers to appropriate managed disk types.
- Handle unstructured data growth by applying deduplication and compression strategies before migration.
Module 5: Application and Configuration Reconciliation
- Modify application configuration files to reflect new endpoints, such as updated database connection strings and API URLs.
- Reconfigure load balancer settings to integrate migrated instances with cloud-native routing and health checks.
- Adapt local service accounts to cloud IAM roles, ensuring least-privilege access without hardcoded credentials.
- Adjust time zone and NTP settings to align with cloud region standards and avoid scheduling conflicts.
- Reapply custom scripts and startup routines that depend on on-premises network topology or storage mounts.
- Validate SSL/TLS certificate chains and renewals in the new environment to prevent trust failures.
Module 6: Security, Compliance, and Identity Integration
- Map on-premises AD groups to cloud identity providers using federation or synchronization tools like Azure AD Connect.
- Enforce encryption at rest and in transit by configuring cloud-managed keys and enforcing HTTPS/TLS policies.
- Implement network segmentation in the cloud using VPCs, subnets, and security groups to mirror on-premises zones.
- Conduct compliance validation for regulated workloads by verifying audit logging, data residency, and access controls.
- Integrate migration activities with SIEM systems to monitor for unauthorized access during replication and cutover.
- Review default security group rules applied by migration tools and tighten permissions before production activation.
Module 7: Post-Migration Optimization and Governance
- Rightsize VMs based on post-migration performance metrics to eliminate over-provisioning and reduce costs.
- Replace lift-and-shift instances with managed services (e.g., RDS, Cloud SQL) where operational benefits justify refactoring effort.
- Establish tagging policies to track migrated resources by source system, owner, and migration date for cost allocation.
- Automate removal of stale replication artifacts, such as orphaned snapshots and disconnected disks.
- Conduct operational handover by updating runbooks, monitoring configurations, and incident response procedures.
- Implement ongoing drift detection to prevent configuration divergence between cloud instances and approved baselines.
Module 8: Monitoring, Validation, and Continuous Improvement
- Deploy synthetic transactions to verify application functionality immediately after cutover.
- Compare pre- and post-migration performance metrics to identify latency increases or resource bottlenecks.
- Configure cloud-native monitoring tools to alert on replication status, disk I/O, and network throughput anomalies.
- Validate backup and disaster recovery processes in the new environment using test restores and failover drills.
- Collect feedback from application teams on usability, performance, and unresolved dependencies.
- Document lessons learned and update migration playbooks to reflect changes in tool behavior, cloud APIs, or internal policies.