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

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 Problem
Data
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 Description
The
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.
Objectives
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
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 Planning
The
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 Validate
The
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 Execution
The
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 Monitor
As
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
Deliverables
In
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 Schedule
Typical
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 Services
During
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