Procrastinating about making a server migration plan can be easily done based on the daunting task at hand.
There are four primary steps to planning your server migration. Steps 1 and 2 are where you determine what is necessary, what can be removed from your plate, and provides a platform for planning a schedule.
If you don’t already have a list of all your software types within your server, then this is where you will start. Use this spreadsheet to get started.
First, list all Microsoft Server roles, Microsoft applications, third party applications and any custom applications associated with the Server.
Once you have a complete list of the software on the Server, for each type, determine criticality, complexity and risk associated. Criticality will determine what is necessary to migrate, while the complexity and risk factors will assist in determining schedules for migrating software.
Criticality will also assist in step 3, determine the location for the software, whether it is a physical server, virtual server or if the software in question will move to the cloud.
Based on Microsoft recommendations, criticality is determined based on the following:
- Mission Critical-
Requires more resources, is needed for compliance, planning is critical, or planning needs to start immediately
Provides a competitive advantage, could doing something different provide more value
Consider usage, what is the business value, retire or move to a different solution
Serves no benefit
Complexity, just as it sounds, entails the challenges you may face when making this software conversion. These complexities include the ability to move due to time challenges, the time required, and other integrations that may be affected. For example, a software program that is being used by only a handful of people and a few hours a day will be easier to move than software that is accessed 24/7 and pulls information from other software sources.
Risk, or the chance of losing data, can be a concern, especially if you don’t have proper backups or a disaster recovery plan in place.
Complexity and Risk will both be rated on a low/medium/high scale or possibly a 1-10 scale if you wish to be more granular.
Once an assessment of the risk is complete, this program provides an at-a-glance table to assist with what can be retired, items that will be simple to transfer to another platform, and others that will require more diligence.