VeeamUP Availability for the Modern Data Center: Business & IT PerspectivesVolume# 024 Steps to a Simple,Secure Migration A complete best practice guide
IntroductionMake migrationmanageable
Introduction Page 3Make migrationmanageableWhether you’re migrating to consolidate, save costs, improve capacity, deploy newtechnology, or simply because support is ending for your current systems, it can bea challenging process. It’s a journey fraught with pitfalls, and without proper careand consideration it can lead to some serious problems – from revenue-sappingdowntime to catastrophic data loss.Migration represents a significant change across the enterprise. Its impacts will befar-reaching, and it needs to be treated with the same level of attention and strategicimportance as any other major change project. The key is safety – taking the highestlevel of care at every stage to ensure that what you have in place is protected, andthat everybody involved has a clear idea of exactly where you want to be and whatthe migration needs to achieve.With support for Windows Server 2003 coming to an end, migration is right at thetop many organizations’ IT agendas. It’s a necessary transition, but not one thatyou should rush into. In this guide, we’ve broken the process down into four stepsto help you understand the challenges at every stage and get a clearer view of thedangers and opportunities along the way.Read on to discover the essential best practices for migration success and see howyou can make the entire process simpler and safer.VeeamUP. Availability for the Modern Data Center: Business & IT Perspectives. Volume 02 Veeam Software
step 1Understand whereyou are – and whereyou want to be
Step 1: Page 5Understand where you are –and where you want to beNo matter what your motivation for migration is, the process begins with two big Customer Spotlight:questions; “Where do we go from here?” and “How do we get there?”The first step in any successful migration is fully understanding, recording, and Tata Globalbacking up your start point. You may think you know your current virtualized Beverages Ltd.environment, but to reduce risk and aid smooth and seamless migration, youneed to take a really deep look at it to fully understand every connection and co- Faced with a majordependency that needs to remain in place. virtualization project, TataData loss is a very real threat during migration. If you rush in and the process doesn’t Global Beverages Ltd chosego to plan, you could end up losing huge quantities of business-critical records, Veeam Backup Managementimpacting the availability of essential applications, and causing extensive disruption Suite to help reduce risk,to operations and untold damage to your business. protect data, and streamlineBy using modern backup and recovery tools, you can capture a perfect image of the management of its newyour existing environment and use it to quickly and simply restore to that point in virtualized environment.the event of a failed migration. To get the most from this, you need to use these toolsright at the start of your migration project – waiting any later invalidates the process With Veeam’s help, Tataand means you will never be able to completely recapture your “as-is” state. Global Beverages LtdOnce you have securely backed up your current environment and deeply analyzed was able to:it to understand it in granular detail, you need to start defining the scope of themigration and identifying what your “to-be” state looks like. This doesn’t just help • Improve the security,you plan the project, it ensures that everybody involved stays on the same page visibility and controlthroughout and doesn’t lose sight of the goals you’re trying to reach. of its VMwareAt this point, it is important to ask yourself a few key questions: environment• What does our new environment need to help us achieve?• Do we have the skills and resources to make this migration • Meet RPOs and RTOs with frequent backup happen the way we want? and quick recovery• What specific capacity/performance/cost benefits • Gain total control of are we looking to gain? virtualized and backup• How can the project be executed with the minimum environments possible disruption to operations?• Can we execute this plan by ourselves?Once you’ve answered these questions, you may find that you need some help inthis process. If you find that you do want to engage a migration partner to help you,this is the stage to do it. By getting them involved early, they can offer you all thehelp you’ll need, and ensure that your migration goes right first time.With every factor considered and your scope laid out in front of you, you’re ready tobegin the initial stages of testing and configuration. VeeamUP. Availability for the Modern Data Center: Business & IT Perspectives. Volume 02 Veeam Software
step 2Testingand configuringyour new normal
Step 2: Page 7Testing and configuringyour new normalTesting is an essential part of any migration. Going straight from your current Customer Spotlight:environment to implementing your new one can cause a myriad of issuesacross the organization. Any faults or failures that occur will directly impact your Datacert Inc.operations and can end up setting you back weeks in your journey to the newlymigrated and fully functioning environment. Efficient backup, recoveryWhen you have your secure restore point in place, you can use it as a sandbox to and management of itstest the migration and identify potential issues safely before you go live. It can virtual machines (VMs) arefunction as a virtual duplicate of your current environment, allowing you to test high priorities for Datacert.everything to breaking point. So when it embarked on aWith the right virtual lab tools, you can perform functional tests for operating new VM migration project,systems, applications, and entirely new environments. That means you can explore it selected Veeam as itsthe impact of a deployment or migration in rich detail to help you fine tune your strategic partner.plan and execute it far more effectively.Testing like this also enables you to identify your true capacity requirements and By engaging with Veeamclearly understand the full extent of the resources you’ll need when you roll out early in the migrationyour migration. Again, this is an ideal opportunity to engage with an organization process, Datacert wasthat can help guide your migration process. If you need more resources, able to:skills, and knowledge than you have in house, you can pick up on that beforeimplementation and get the support you need, when you need it. • Execute a completeUser acceptance testing will also allow you to really see what the upcoming migration in just 45 dayschanges will mean for your users. By putting the test scenarios into the handsof end users you can start to build up a complete picture of the challenges and • Save $140,000 in co-requirements you’ll need to take into account during your implementation. location rental fees byWith comprehensive testing complete, you’ll be in a good position to make migrating faster thana well-informed start to your implementation process. predicted • Keep downtime to an absolute minimum throughout the processVeeamUP. Availability for the Modern Data Center: Business & IT Perspectives. Volume 02 Veeam Software
step 3Implementationand roll out
Step 3: Page 9Implementationand roll outEven after extended testing using virtual labs, it’s still vital that you don’t rush into Customer Spotlight:immediately implementing your new migration plan. Implementation should bea gradual process to ensure the success of your migration project. Your choices Raad voor deand actions at this critical stage will determine the ongoing success of your newly Kinderbeschermingmigrated environment.At the start of your iterative implementation process you should take the time to Faced with the colossal taskfully document the new system – creating backups and detailed records to help of migrating VMs betweenresolve any potential issues later down the line. By capturing the new system at this two data centers, Raad voorstage, you’ll always have a completely clean and fully functional restore point to go de Kinderbeschermingback to should you ever need it. enlisted the help of Veeam’sImplementation is also the ideal stage to plan for any future capacity requirements. migration experts.Taking the time now to identify and account for additional future capacity willmake things a lot simpler when the time comes to implement and integrate it. With Veeam Backup andWith the right visibility and planning tools, you’ll also be able to identify immediate Recovery, Raad voor deopportunities for capacity optimization – boosting the efficiency of the new Kinderbeschermingenvironment from day one. was able to:It’s essential that you understand how your new migration will affect users acrossyour enterprise. During implementation, consultative sessions and training should • Seamlessly migratebe conducted to ensure everybody can get to grips with the new environment once between two differentit’s in place. types of storageAs with every stage of the migration plan, you’ll need to keep track of projectprogress to ensure it’ staying on track, on budget, and on time. A variety of modern • Avoid disruption toavailability tools can help you cut the time spent at this stage and ensure that every existing processes andpart of your implementation processes is executed as seamlessly as possible. minimize downtimeWith a smooth implementation behind you, the final step is running your newenvironment. • Gain a comprehensive view of both new and old scenariosVeeamUP. Availability for the Modern Data Center: Business & IT Perspectives. Volume 02 Veeam Software
step 4Running yournewly migratedenvironment
Step 4: Page 11Running your newlymigrated environmentCongratulations – your newly migrated environment is now live!So what’s next?The steps you’ve taken to get to this point have ensured that the migration wentseamlessly, users have adopted it quickly, and there was very little disruptionto your existing operations. But now you’re faced with a new task – ensuringthe continuing availability for your new environment.To get the most from your newly migrated architecture, you need to have:• The security of advanced system and application data protection• Advanced granular restore capabilities to keep you up and running if disaster strikes• Up-to-date and relevant information on capacity and resource planning• The ability to safely test and develop new applications and processes as your needs evolveGetting all of these key availability enablers in place isn’t an easy task. But if youengaged the right strategic partner at the beginning of your migration process,they should be able to help you using a comprehensive range of modern tools andsolutions.As the migration project draws to a close, it’s a good idea to spend some timereviewing the process, assessing what went right and wrong, and comparingyour finished migrated environment to the original outline of what you wantedto achieve.If things didn’t turn out the way you first wanted them to, why was that? If youencountered significant issues along the way, it may be worth getting in touch withan organization with deep migration expertise that can help you understand why.They can then work with you to either attempt the migration again or help ensurethat your next migration plan goes seamlessly from the start. VeeamUP. Availability for the Modern Data Center: Business & IT Perspectives. Volume 02 Veeam Software
СonclusionFour stepsto migration heaven
Сonclusion Page 13Four steps to migration heavenWhether you’re migrating files, virtual machines, operating systems, or whole datacenters, the challenges and risks are the same. You need to take the highest levels ofcare at every stage to protect critical data and applications, not disrupt operations,and ensure that your end point is exactly what you want it to be.Follow the four steps, and you can take a lot of the pain out of complex migrations:• Plan: Understand your current state, create complete records and backups of your existing environment, and clearly define what you want the migration project to achieve.• Test: Use your complete backup as a virtual sandbox and use virtual lab tools to test the functionality and compatibility of apps, operating systems, or entirely new environments.• Implement: Commence the implementation process, taking on board anything you learned from conducting tests. Implement gradually while considering future capacity plans, optimizing current capacity, and providing complete training for users.• Run: Review the process to identify what could have been improved, and implement new capabilities to help maximize the ongoing efficiency, security, and availability of the newly migrated environment.Why Veeam?Veeam has a complete suite of services and solutions to help you at every stageof the migration process. By engaging Veeam at the beginning of your migrationproject, we can help you make it as simple, safe, and seamless as possible – and offerour expert advice and guidance every step of the way.We’re dedicated to providing complete availability for the modern data center, andwe deliver it with a range of advanced tools:• Veeam Backup and Replication provides a simple way to capture both your before and after states to simplify testing, mitigate risk, and enable lightning-fast recoveries• Veeam One increases the visibility of backup and virtual infrastructures and helps simplify capacity planning• Veeam Management Pack can help you control and manage your VMware and Hyper-V environments and keep critical applications and services running as smoothly as possible• Veeam Virtual Labs provide a controlled environment for comprehensive testing, configuration, and new application developmentIf you’d like to learn more about how Veeam could help you migrate faster, moreefficiently, and more securely, visit us at www.veeam.com or call one of our offices.VeeamUP. Availability for the Modern Data Center: Business & IT Perspectives. Volume 02 Veeam Software
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