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Data.Migration.Services.2011.1007.A

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Data migration projects are very complex undertakings. They require significant planning and management during the life of the project. In general, projects follow a standard phased methodology and …

Data migration projects are very complex undertakings. They require significant planning and management during the life of the project. In general, projects follow a standard phased methodology and approach process. It is important to point out that these phases are merely suggestions. Every project is different and will have a unique set of project management challenges.
• Pre-Migration Planning
• Project Initiation (Discovery)
• Data Migration Design, Test and Validate
• Data Migration Execution
• Decommission and Monitor


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  • 1. Data Migration Services September 2011 October 2011 Version: MDS.Data.Migration.Services.2011.1007.A
  • 2. The use of this document is subject to the following conditions and restrictions: ♦ This manual contains proprietary information belonging to Capstone Technology Solutions, LLC. ♦ Information in this document is subject to change without notice.Copyright © 2011 Capstone Technology Solutions. LLC. All rights reserved. The Capstone logo is a trademark of Capstone Technology Solutions, LLC. Other company and brand products and service names are trademarks or registered trademarks of their respective holders. 11/2/11 2
  • 3. Table  of  Contents  The Business Problem ........................................................................................................................... 4  Capstone Data Migration Services Description ..................................................................................... 4  Business Value and Benefit ................................................................................................................... 4  Objectives .............................................................................................................................................. 5  Pre-Migration Planning.......................................................................................................................... 6  Project Initiation (Discover) .................................................................................................................. 6  Data Migration Design, Test and Validate ............................................................................................ 6  Data Migration Execution ...................................................................................................................... 7  Decommission and Monitor................................................................................................................... 7  Deliverables ........................................................................................................................................... 7  Resources and Schedule......................................................................................................................... 8   Typical Overall Engagement Timeline .............................................................................................. 8  Acceptance of Deliverables and Services .............................................................................................. 8  Pricing and Contact Information............................................................................................................ 8   3
  • 4. The Business ProblemData  migration  is  one  of  the  areas  of  IT  that  we  don’t  talk  about  very  often.  It  doesn’t  have  the  sizzle   of   other   technologies,   but   it   remains   a   fundamental   reality   in   the   data   center.   Moving  data  from  one  storage  system  to  another  is  essential,  yet  most  end-­‐users  don’t  have  a  strategy  aside   from   letting   their   storage   vendors   move   their   data   for   them.   The   problem   with   this  approach   is   that   it   is   just   a   reflex   action   rather   than   something   that   should   be   considered  as  an  important  project  in  and  of  itself.    Additionally,  there  are  more  reasons  to  move  data  between  storage  systems  beyond  upgrades—such  as  intelligent  tiered  storage,  something  that  everyone  thinks  about  doing,  but  rarely  implements.  Capstone Data Migration Services DescriptionThe   Capstone   Data   Migration   Service   provides   a   rapid,   risk   free,   automated   and   customized  end-­‐to-­‐end   migration   service   for   both   Storage   Platforms/Devices   and   SAN   Infrastructure  (Fabric/Switch).   The   Capstone   Data   Migration   Service   is   delivered   as   a   service   engagement,  which   leverages   the   use   of   migration   technologies   such   as   SANlogics   to   optimize   and   automate  the   entire   migration   lifecycle.   Executed   through   a   specialized   focused   team   with   an  unprecedented   amount   of   migration   expertise,   the   Migration   Service   mitigates   risk   and  provides   a   repeatable   process   and   approach   to   event   driven   migrations   transforming   required  tasks   into   strategic   practices   which   allow   the   rapid   deployment   of   technology,   re-­‐use   and  overall   ROI   increase   while   reducing   every   aspect   of   the   storage   TCO   model.   The   service  leverages   the   intelligence   technologies   of   the   SANlogics   platform,   providing   delivery   personnel  the   capability   to   execute   tasks   using   the   correct   information   in   the   most   efficient   manner.  Integrating  business  intelligence,  analytics  and  automation,  SANlogics  drives  the  migration  and  the  data  movement  while  providing  the  flexibility  to  adapt  to  ever-­‐changing  requirements  such  as   last   minute   requirements   affecting   the   migration   initiative.   The   elegance   of   this   service  solution  is  not  just  its  ability  to  quickly  identify  roadblocks,  but  also  its  capacity  for  quantifying  immediate  and  non-­‐disruptive  response  to  them.  The  data  migration  service  advantages  and  its  unique  ability  can  be  applied  to:     • Storage  Platform  Changes   • New  Technology  roll-­‐outs   • Platform  Re-­‐use  and  re-­‐tiering   • Refresh  Opportunities   • Virtual  Storage  Deployments   • SAN  infrastructure  deployments  &  refresh,  Storage  and  SAN  consolidations   • Storage  Optimization  and  Process  efficiency   • Staff  Augmentation   • Lead  into  Managed  Service  offerings  and  Migration  Practice.    Business Value and Benefit • Full  Discovery  and  Analysis  of  their  existing  storage  and  SAN  environment.   • Remediation  analysis  and  associated  recommendations  to  remediate  the  environment  to   supported  levels.   Copyright @2011 Capstone Technology Solutions, LLC 4
  • 5. • DR  and  Redundancy  information  as  related  to  storage  access.   • Prioritized  recommendations  based  on  real  world  experience  and  comparison  to  like-­‐ sized  environments.   • Accelerated  project  timelines  as  a  result  of  automated,  business-­‐aware  processes  resulting   in  migration  of  over  5x  more  data  during  each  migration  window  (when  compared  to   traditional  methods).   • Reduction  in  the  number  of  man-­‐hours  required  for  successful  migration  completion.   • Dramatically  minimized  risk  due  to  human  error.   • Absolutely  minimal  downtime  during  migration.   • Optimal  leveraging  of  existing  investments  via  efficient,  well-­‐planned  migration  strategy.   • Fast,  flexible  response  to  business-­‐demands  (including  target  storage  capacity,  schedules,   etc.)  though  instant  application  of  changes.   • Precision  identification  of  roadblocks  and  immediate  discernment  of  appropriate,  non-­‐ disruptive  responses  strategies.   • Best  Practice  satisfaction  through  deployment  of  standard  naming  conventions   throughout  organization.   • Cost-­‐effective  migration  completion,  through  integrated  processes  of  discovery,  analysis,   correlation,  implementation  and  execution.   • Full  Knowledge  Transfer  leading  to  successful  ongoing  system  maintenance.    Key  Benefits   • Faster  Time-­‐to-­‐Results:  Instead  of  running  an  internal  project  to  map  Storage  and  SAN   infrastructure  and  components  —  which,  when  attempted  manually,  can  take  several   months  to  execute  and  may  negatively  impact  organization’s  productivity  —SAN   Blueprint  delivers  results  in  days.   • Significant  Cost  Reduction:  A  typical  manual  discovery,  mapping,  and  auditing  project  for  a   Storage  and  SAN  environment  takes  approximately  2-­‐3  man-­‐months  and  can  cost   hundreds  of  thousands  of  dollars  –  all  while  relying  upon  stale  data.  With  SAN  Blueprint,   SAN  managers  can  accomplish  their  goals  in  a  fraction  of  the  time,  at  reduced  cost,  and   with  reduced  capital  expenditure  with  to  date  information.   • Impeccable  Accuracy:  Since  manual  discovery  processes  are  highly  resource  and  time-­‐ intensive,  the  results  are  generally  inaccurate.  With  SAN  Blueprint,  clients  are  guaranteed   a  view  that  is  time-­‐sensitive,  accurate,  and  current  to  the  day  the  discovery  is  complete.   • Flexibility:  IT  environments  are  constantly  evolving  and  SAN  data  points  need  to  be   combined  with  ongoing  internal  information  in  order  for  information  to  be  of  value.   Through  the  use  of  pioneering  analytic  technology,  Capstone  provides  the  flexibility  to   accommodate  various  data  sources,  change  and  deltas  arising  in  any  complex   environment.  ObjectivesData  migration  projects  are  very  complex  undertakings.  They  require  significant  planning  and  management   during   the   life   of   the   project.   In   general,   projects   follow   a   standard   phased  methodology  and  approach  process.  It  is  important  to  point  out  that  these  phases  are  merely  suggestions.   Every   project   is   different   and   will   have   a   unique   set   of   project   management   Copyright @2011 Capstone Technology Solutions, LLC 5
  • 6. challenges.     • Pre-­‐Migration  Planning   • Project  Initiation  (Discovery)   • Data  Migration  Design,  Test  and  Validate   • Data  Migration  Execution   • Decommission  and  Monitor  Pre - Migration PlanningThe  data  migration  preparation  phase  provides  the  necessary  time  and  resources  to  plan  for  the  complex  and  challenging  activities  ahead.  A  preparation  phase  also  helps  develop  a  well-­‐structured  methodology  and  will  almost  certainly  help  to  change  many  of  the  misconceptions  people  have  surrounding  data  migration.    The  following  are  the  major  steps  of  the  first  phase  of  the  Data  Migration  Plan     • Reviewing  the  Business  Case   • Identifying  the  Objectives   • Creating  a  Stakeholder  Management  Plan   • Developing  a  Risk  Management  Plan   • Receiving  Agreement  for  the  Project  Security  Policy   • Defining  the  Data  Migration  Methodology   • Planning  the  Staff  Requirements   • Creating  the  Data  Quality  Framework  Project Initiation (Discover)Here  are  some  of  the  typical  tasks  that  are  common  to  the  discovery  phase:     • Identifying  Source  Datasets   • Identifying  Target  Specifications   • Creating  Accurate  and  Complete  Project  Models   • Data  Profiling  and  Discovery   • Detailed  Data  Quality  Assessment   • Assigning  Data  Owners   • Capturing/Validating  Business  Requirements   • Creating  the  Project  Data  Dictionary  Data Migration Design, Test and ValidateThe  discovery  phase  will  have  created  a  wealth  of  information  detailing  how  the  source  and  target  environments  are  constructed.  Now  the  project  must  move  into  design  and  prototype  mode.     • Creating  the  Source-­‐to-­‐Target  Mapping  Rules   • Creating  the  Staging  Area  and  Integration  Model   • Designing  the  Fallback  Process   • Designing  the  Synchronization  Process   • Designing  the  Validation  Process   Copyright @2011 Capstone Technology Solutions, LLC 6
  • 7. • Defining  the  Migration  Strategy   • Confirming  the  Migration  Toolset   • Presenting  the  Proposed  Migration  and  Project  Plan   • Implementing  the  Live  Migration  Architecture   • Testing  the  Live  Migration  and  Fallback  Process   • Validating  the  Window  of  Opportunity  for  Migration  and  Fallback   • Testing  the  Target  Business  Functionality   • Testing  the  Business  Transition  Process  Data Migration ExecutionThe  execution  phase  of  the  migration  project  may  run  for  several  hours,  days  or  even  months.  It  is  at  this  point  where  the  business  is  directly  impacted  by  the  migration  as  business  services  effectively  switch  from  the  old  legacy  environment  to  the  new  target  platform.     • Data  Migration  Sequencing  and  Coordination   • Coordinating  the  Transition  of  Business  Services   • Validating  the  Source-­‐Target  Data  Integrity    Dec ommission and MonitorAs  the  migration  draws  to  a  close  but  there  is  still  much  to  do.  The  goal  of  most  data  migration  projects  is  to  shut  down  legacy  services  gracefully  while  maintaining  business  continuity  until  the  target  environment  becomes  live.     • Execute  Final  Customer  Acceptance  Testing   • Enact  the  Archiving  Policy   • Decommission  the  Legacy  System  DeliverablesIn   performance   of   this   service,   Capstone   Technology   Solutions   will   provide   the   following  project  summary  and  detail  reports  graphs  to  identify:     • Array  configuration  discovery     • Switch  configuration  discovery     • LUN  configuration  discovery     • Host  configuration  discovery     • Customer  -­‐defined  data  points  of  discovery     • Array  protection/replication  discovery     • FA  port  analysis     • Storage  capacity  and  utilization     • Zones  analysis     • Database  view     • Fabric  analysis     • Completed  audits     • File  system  analysis     • Application  analysis     Copyright @2011 Capstone Technology Solutions, LLC 7
  • 8. • ROI  project  analysis     • Array  remediation  recommendation     • Switches  remediation  recommendation     • Host  remediation  recommendation     • Migration/optimization  strategy  recommendations     • Basic  graphical  reports  (displays  state  of  the  arrays  and  directors/switches)     • Advanced  graphical  reports  (includes  basic  reports  plus  upgrade  requirements,  capacity   utilization  in  relation  to  host,  remediation  percentage  by  frame  etc.     • Disaster  Recovery  (DR)  recommendations     • Performance  analysis     • Consulting  assessment  and  recommendations      The  output  graphs  and  reports  are  in  Microsoft  Office  Excel  format  and  are  easily  exported  to  other  systems,  emailed,  printed  or  shared  within  an  organization.Resources and ScheduleTypical  Overall  Engagement  Timeline  The  following  illustrates  a  sample  timeline  for  this  engagement:    Day(s)/Week(s)   Activities   Output  1-­‐Day   Project  Initiation  /  Data  Collection  -­‐  Prep     Client  Kick-­‐Off,  Data  Collection  process  delivered   and  initiated  1-­‐30  Days   Discovery  /  Collection  (pre-­‐requisite)   Client  to  provide  output  from  initiated  collection.  (client)  9-­‐30-­‐Days   Data  Ingestion  ,  Validation  &  Analysis   Remediation  Data  Analysis  and  Correlation  of   information.  2-­‐5  Days   Deliverable  Development  –  Views  and   SANatomy  populated  with  client  information   Reports  2-­‐4  Days   Presentation  of  results  /  Project  Closure   Knowledge  Transfer   Time  for  client  to  access  reports   10-­‐60  Business  Days   Total  Typical  Engagement:  Remediation   15  -­‐70  Business  Days      Acceptance of Deliverables and ServicesDuring   the   project,   regularly   scheduled   meetings   and   project   reviews   will   be   conducted   to  review   the   status   of   project   activities,   progress   toward   completing   project   deliverables   and  services  and  to  confirm  that  Client  expectations  are  being  met.    A  “Letter  of  Acceptance”  will  be  provided  to  the  Client  to  document  the  completion  of  project  deliverables  and  services.         Pricing and Contact Information Pricing  for  this  service  begins  at  $59,900  for  a  simple  Assessment  delivered  over  a  four-­‐week   period  with  up  to  50  servers.    A  deliverable  of  the  Assessment  Service  is  a  GAP  analysis   supported  by  a  statement  of  work  (SOW)  that  provides  the  tasks  and  steps  needed  to  preform   additional  processes  required  to  perform  more  complex  migrations  as  custom  work  effort  to   achieve  the  goals  of  the  project.   Copyright @2011 Capstone Technology Solutions, LLC 8
  • 9.  Please  contact  Capstone  for  further  information  and  help:  Capstone  Technology  Solutions,  LLC  13762  Colorado  Blvd.,  Suite  124-­‐11  Thornton,  CO  80602  303.280.0982  www.capstoneTS.com  sales@capstonets.com   9