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Typical Data Migration Process for a Software Upgradation

The document outlines a typical data migration process for software upgrades, detailing phases from planning to post-migration support. Key steps include assessing current systems, mapping data fields, building migration scripts, and validating data accuracy. Important considerations include downtime management, data security, and regulatory compliance, particularly in regulated industries.

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8 views

Typical Data Migration Process for a Software Upgradation

The document outlines a typical data migration process for software upgrades, detailing phases from planning to post-migration support. Key steps include assessing current systems, mapping data fields, building migration scripts, and validating data accuracy. Important considerations include downtime management, data security, and regulatory compliance, particularly in regulated industries.

Uploaded by

emadsafa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Typical Data Migration Process for a Software Upgrade:

1. Planning Phase
• Assess Current System: Understand the structure, volume, and quality of
existing data.
• Define Scope: What data needs to be migrated? Full database, only active
records, configuration data, etc.
• Set Objectives: Speed, minimal downtime, data integrity, rollback options.
• Create Migration Strategy:
• Big Bang (all at once)
• Phased (step-by-step)

2. Design Phase
• Mapping: Map old system fields to new system fields.
• Data Cleansing: Identify and plan to clean bad, duplicate, or obsolete data.
• Define Tools and Techniques:
• ETL tools (Extract, Transform, Load)
• Scripts
• Manual methods (if small volume)

3. Development Phase
• Build Migration Scripts:
• Extraction Scripts: Pull data from old system
• Transformation Scripts: Adjust the data format if needed
• Load Scripts: Insert data into the upgraded software
• Validation Scripts: Ensure data correctness post-migration.

4. Testing Phase
• Unit Testing: Validate that each script/process works correctly.
• System Testing: Check if the new system behaves properly with the
migrated data.
• Data Validation: Compare source vs target data to ensure accuracy.
• Dry Runs: Perform mock migrations to estimate timing, risks, and
unexpected issues.

5. Execution Phase (Go-Live)


• Backup: Full backup of the old system data.
• Freeze Transactions: No new transactions during migration window.
• Migrate Data: Execute the migration process.
• Post-Migration Validation: Verify that the migration was successful.
• Rollback Plan Ready: In case migration fails, revert to old system.
6. Post-Migration Support
• Monitor: Check for data integrity, system performance.
• Fix: Resolve any immediate issues.
• Sign-Off: After successful validation, officially complete the migration
process.

Important Considerations:
• Downtime management: Plan migrations during low-usage hours.
• Data Security: Sensitive data must be protected throughout.
• Regulatory Compliance: Especially critical in industries like pharma, banking
(e.g., CFR Part 11, GDPR).

# Data Migration Checklist for Software Upgrade


Step Task Status Remarks
1. Planning Phase
1.1 Define migration
scope (full, partial,
config, master
data)
1.2 Identify
stakeholders (IT,
Business, QA)
1.3 Assess current
data quality
1.4 Finalize migration
strategy (Big Bang/
Phased)
1.5 Document rollback
plan
2. Design Phase
2.1 Map source fields
to target fields
2.2 Plan data cleansing
activities
activities
2.3 Select migration
tools/scripts
2.4 Define success
criteria
3. Development
Phase
3.1 Build extraction
scripts
3.2 Build
transformation
scripts
3.3 Build loading
scripts
3.4 Build validation
scripts
4. Testing Phase
4.1 Conduct unit
testing of migration
scripts
4.2 Perform system
integration testing
4.3 Perform dry-run
migration
4.4 Conduct data
validation (source
vs target)
5. Execution Phase
(Go-Live)
5.1 Take backup of
source system
5.2 Freeze
transactions (cut-
off)
5.3 Execute migration
5.3 Execute migration
5.4 Validate migrated
data
5.5 Enable new system
for users
6. Post-Migration
6.1 Monitor system
and data health
6.2 Address post-
migration issues
6.3 Final sign-off from
business users
Note:
If you’re in a regulated industry (like pharma), you might also need CSV documents like
Migration Plan, Migration Protocol, Migration Report.

# Data Migration Plan / Protocol Requirements

1. Introduction
• Purpose of the Data Migration
• Scope of the Migration
• Systems Involved (Source and Target)
• Assumptions and Constraints
• Compliance Requirements (e.g., 21 CFR Part 11, GAMP5)

. Roles and Responsibilities

Role Responsibility Name


Project Manager Overall migration
ownership
Migration Lead Execution and reporting
IT Support Technical setup
Validation Lead Approval and review
Business SME Data verification

3. Migration Approach
• Migration Type (Big Bang / Phased)
• Migration Method (manual, automated, ETL tool)
• Downtime Expectations
• Rollback Strategy

4. Migration Scope
• Data Types to be Migrated (e.g., Master Data, Transaction Data, Historical
Records)
• Data Volumes
• Excluded Data (if any)

5. Pre-Migration Activities
• Data Cleansing
• Backup of Source System
• Pre-Migration Validation
• Access Control Setup
6. Migration Execution
• Extraction Method
• Transformation Rules
• Load Method
• Execution Steps (Step-by-Step Process)

7. Validation Activities
• Verification of Data Mapping
• Reconciliation (source vs target)
• Record Counts
• Field-by-Field Data Sampling
• Error Reporting and Handling

8. Acceptance Criteria
• No critical data loss
• 100% Record Count Match
• 100% Critical Field Accuracy
• Acceptable error threshold (e.g., ≤ 0.5% minor non-impacting fields)

9. Contingency Plan / Rollback Plan


• Conditions to Trigger Rollback
• Rollback Steps
• Communication Plan

10. Documentation Requirements


• Migration Log Sheets
• Issue Logs
• Data Validation Reports
• Final Migration Report

11. Training
• Training for users (if the new system interface has changed)
• Training records
. Appendices (if needed)
• Detailed Mapping Sheet
• Dry-Run Results
• Data Validation Templates
• Issue Logs

Points to consider:

In regulated environments, you typically need:


• Migration Plan (before migration starts)
• Migration Protocol (step-by-step execution plan)
• Migration Report (final confirmation with evidence)

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