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A Five-step Methodology for
Application Migration
A BEST-PRACTICES APPROACH TO MIGRATING
APPLICATIONS TO AN ADVANCED COMPUTING
PLATFORM
Application migration process presentation by t2 tech group
Initial Migration Assessment
1. Conduct server inventory and
application mapping
2. Define applications groups
3. Determine migration scheduling
and effort assessment
Category Server Application Environment OS Location RAM CPU
Server mnrmpapp1 Risk Monitor Pro Live Win2008 R2 Ent (32 bit) Main Building 8 4
Server mnrmpapp2 Risk Monitor Pro Live Win2008 R2 Ent (32 bit) Main Building 8 4
Server mnrmpsql1 Risk Monitor Pro Live Win2012 R2 Ent (64 bit) Main Building 16 4
Server mnrmpsql2 Risk Monitor Pro Live Win2012 R2 Ent (64 bit) DRBuilding 16 4
Server mnrmpapp1t Risk Monitor Pro Nonprod Win2008 R2 Ent (32 bit) Main Building 8 2
Server mnrmpsql1t Risk Monitor Pro Nonprod Win2012 R2 Ent (64 bit) Main Building 8 2
Appliance mnvrop1 vRealize Live SUSEEnterprise Linux Main Building 8 4
Server mnpxpsv1 Pyxis Supply Live Win2012 R2 Ent (64 bit) Main Building 8 4
Server mnpxpsv2 Pyxis Supply Live Win2012 R2 Ent (64 bit) Main Building 8 4
Server mnpxpsv1t Pyxis Supply Nonprod Win2012 R2 Ent (64 bit) Main Building 4 2
Server mnpxpsv2t Pyxis Supply Nonprod Win2012 R2 Ent (64 bit) Main Building 4 2
Server mndoseweb1 Intellidose Live Win2008 R2 Ent (64 bit) Main Building 4 2
Server mndoseweb1t Intellidose Nonprod Win2008 R2 Ent (64 bit) Main Building 4 2
Server mndosesql1 Intellidose Live Win2008 R2 Ent (64 bit) Main Building 16 4
Server mndosesql2 Intellidose Live Win2008 R2 Ent (64 bit) DRBuilding 16 4
Server mnfetaibus1 FetaLink Live RedHat 7 Main Building 8 4
Server mnfetaibus2 FetaLink Live RedHat 7 Main Building 8 4
Server mnfetaibus1t FetaLink Nonprod RedHat 7 Main Building 4 2
Server mnmuseapp1 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 8 4
Server mnmuseapp2 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 8 4
Server mnmuseapp3 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 8 4
Server mnmusesql1 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 16 4
Server mnmusesql2 GEMuse Live Win2012 R2 Ent (64 bit) DRBuilding 16 4
Server mnmdctapp1 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4
Server mnmdctapp2 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4
Server mnmdctint1 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4
Server mnmdctint2 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4
Server mnmdctsql1 Medicity Live Win2008 R2 Ent (64 bit) Main Building 16 4
Server mnmdctsql2 Medicity Live Win2008 R2 Ent (64 bit) DRBulding 16 4
Server mnisirapp01 iSirona Live Win2008 R2 Ent (64 bit) Main Building 8 4
Server mnisirapp01t iSirona Nonprod Win2012 R2 Ent (64 bit) Main Building 4 2
Server Inventory & Application Mapping
Complete server
inventory
Complete application
discovery
Conduct infrastructure
interviews to determine
associated application
data
Map server to
application
Define Applications Groups
• Application function/purpose
• Cost analysis
• User base
• Clinical/non-clinical
• Application support team
• Integration complexity/dependencies
Sequence Application Name Application Function / Purpose Clinical / Non Clinical Tier User Count Current OS Application Lead Infrastructure Lead
Group 1 ClickStudio Password Storing Non-Clinical Low 50 2012 Andy Anderson Alex Patel
Group 1 GEMUSE(EKG) Cardiology EMR Clinical Medium 1739 2008 Terrell Davin Amy Carroll
Group 1 Risk Monitor Pro Risk management Clinical Medium 5000 2008 Jason Thomas Brad Schneider
Group 1 Source One Email Archiving Non-Clinical Low 100 2008 Jake Jones Janet Bennett
Group 2 Intellidose Ambulatory Oncology Clinical Medium 40 2008 Matthew Easley Kerry Johnson
Group 2 Pyxis Pharmacy / Medication Dispensing Clinical Critical 3870 2003/ 2008 Kristtina Tomlinson Ron Rogers
Group 2 iSirona DeviceConX Device Integration Clinical Critical 600 2008 Hector Warner Ryan Nguyen
Group 2 PulseCheck, Ibex Emergency Department EMR Clinical Critical 2500 2003/ 2008 Antje Smith Jasson Garrett
Task
Principal
ProgramManager/Architect
SeniorProjectManager
SeniorApplicationAnalyst
SeniorNetworkConsultant
SeniorServerConsultant
SeniorStorageConsultant
SeniorStorageConsultant
Prerequisite Gathering 2 8 10 21 0.8 1 0.6 0
Create Discovery Document 1 1 8 0.2
VLANs/ IPAssigned 1 0.2
Build Architecture Diagram 3 0.2
Create Migration Process Flow 4
Scope vendor migration cost (if necessary) with negotiations & Vendor management1 4 4 2
Sprint Planning/ Scrums/ Presentations 1 3 5 3 0.6 0.6 0.6
Mock Migration(s) 1 7 9 12 1.8 3 1.2 1.28
Finalize Application Runbook 1 3 0.2 0.4
Server Replication 0.4 1.2 0.2 0.48
Test Application ( using updated Test Scripts ) 1 1 4
Test Load Balancing ( if required ) 1
Test High Availability ( if required ) 0.2 0.4
Sprint Planning/ Scrums/ Presentations 1 5 7 5 1 1 1 0.8
Fail-over / Fail-back Testing 1 3 5 3 1.2 1.8 1 0.32
Create Failover Process Flow / Runbook 1 1 0.4 0.4 0.2
Test Failover 0.2 0.4
Test Failback 0.2 0.4
Test Back-up & Restore 0.2 0.4
Sprint Planning/ Scrums/ Presentations 1 2 5 2 0.4 0.4 0.4 0.32
Migration/ Go-Live 2 5 14 7 1 1.8 0.8 0.96
Schedule & Communicate Application Downtime 1 4 2
Cut-Over Application to new Datacenter 1 4 2 0.4 1.2 0.2 0.48
Sprint Planning/ Scrums/ Presentations 2 3 6 3 0.6 0.6 0.6 0.48
Decommissioning 1 2 7 2 0.4 0.8 0.8 0
Decomission Legacy Servers 1 0.4 0.4
Completion and acceptance of Application Migration 1 2
Sprint Planning/ Scrums/ Presentations 2 4 2 0.4 0.4 0.4
Total Hours: 7 25 45 45 5.2 8.4 4.4 2.56
Migration Scheduling & Effort Assessment
• Migration scheduling
considerations
• Resource availability
• Current upgrade
schedules
• Interdependencies
between the defined
application groups
• Effort assessment
• Total project hours
• Resource allocation by
specialty
• Internal vs. external
resources
Application migration process presentation by t2 tech group
Prerequisite Gathering
1. Discovery document
2. Architecture diagram
3. Application migration
process flow
4. Estimate and secure
required labor/vendor
assistance
Discovery Document
• Create standard
documentation for each
application
Application and infrastructure
leads
User base
Criticality
Authentication
Back-up strategy
Application interdependencies
Interface requirements
Current and future server
information
Required database features
Application delivery method
Architecture Diagram
• Identify new IP’s
• Identify all servers by
naming standards
• Identify port communication
for network design
• Identify core service
dependencies
Application Migration Process Flow
• Document sequence of
steps
• Document party(s)
responsible
• Document steps to be
performed
Secure External Resources (If Required)
• Estimate and secure
required labor/vendor
assistance
• Vendor resource
assistance
• Create and validate
migration SOW with
vendor
• Negotiate quote
• Issue PO request and
tracking
• Perform best practices for
vendor management
Application migration process presentation by t2 tech group
Application:
Name/ Role:
Test Patient:
Duration to Result Validation Expected Result/ Duration
30 secs Launch Intellidose via Citrix Application login screen loads
10 secs
Enter admin/ clinical staff/ provider username &
password
Username & password input accepted in their respective fields
10 secs Click login
Intellidose accepts valid username & password and loads
patient search page
10 secs Working patient list
Working patient list automatically displays on left of patient
search after successful login
10 secs
Cosigner's queue
Cosigner's queue automatically displays below working patient
list after successful login
30 secs
Search current patient (on Allscripts
schedule/ current appointment) by Last/ First Name, Current patient displays and is selectable
10 secs Select/ double-click patient Opens patient chart and patient displays in working patient list
10 secs Validate patient demographics Patient demographics, under general tab, should mirror EHR
5 min Validate allergies/ medication
Patient's allergies and current, inactive and med Hx to display
under allergies/ medication tab
1 min Validate active problems Patient's active problems from EHRto display under problem
1 min Validate social history Patient's social history from EHRto display under social history
1 min Validate family history Patient's family history from EHRto display under family history
1 min
Validate past medical history
Patient's past medical history from EHRto display under past
med history tab
1 min Validate diagnosis Patient's Dx from EHRto display under Dx 1 tab
5 mins Validate lab results from EHR Patient's lab results from EHRto display under tests tab
2 min Validate vital signs Patient's vitals correctly listed under Metrics tab
10 mins Provider writes an order/ plan & signs off on it
Pre-built and customized treatment plans can be applied to
patients Tx plan
Document nurse's visit Nurse follows provider, documents visit (nurse's note)
Validate document transfer to EHR
Chemo order and nurse's note successfully populate in EHR
(.PDF format) under Hem/ Onc chart section. Correctly labeled
as Instrinsiq Chemo Orders and Instrinsiq Nurses Notes
30 min Modify existing treatment plan Treatment plans editable
5 min
Run sample report
Ability to run drug utilization, tumor registry, practice statistics,
patient status and operational reports
1 min Verify printing: record summary Printers displayed from Citrix session and documents print
Intellidose
Jim Baker; Clinical Analyst
Int Test1
Mock Migration
1.Create application
migration playbook
2.Replicate server and
storage
3.Test application using test
scripts
4.Test load balancing and
high availability, if requiredID Task Name Resource Location Duration
Planned Start
Time Notes Complete
Backed
Out
Actual
Start Time
Actual
Finish
Actual
Duration Start Delta
Duration
Delta
Pre-test steps 2.40 hours
Failover Start Time 10:00
0 Go / No Go Discussion All 5 10:00
1 Stop services, email, HL7, alert, auto report Vendor 1 Current Application Server 5 10:05
2 Stop app pool (IIS) Vendor 1 Current Application Server 5 10:10
3 Backup app folder Vendor 1 Current Application Server 5 10:15
4 Backup SQL DB Vendor 1 Current Prod SQL Server 5 10:20
5P Take DB offline Vendor 1 Current Prod SQL Server 5 10:25
5T Restore SQL DB Vendor 1 New Prod SQL Server 5 10:30
6 Configure IIS Vendor 1 New Application Server 5 10:35
7 Install current RMP4.30 Vendor 1 New Application Server 5 10:40
8 Merge INI/ CSSfiles with backup copy Vendor 1 New Application Server 5 10:45
9 Upgrade to RMP4.30.2.602 Vendor 1 New Application Server 5 10:50
10 Perform integration testing Vendor 1 New Application Server 5 10:55
11 Install the client application on Windows Infra Lead App Delivery 5 11:00
12 Site manager perform functional testing App Lead New Application Server 5 11:05
13 Update intranet for all site links Infra Lead App Delivery 5 11:10
End 12:40
NewCo Application Migration Playbook
Create Application Migration Playbook
• Create step-by-step migration document
• Assign estimated duration to each step
• Obtain team signoff
ID Task Name Resource Location Duration
Planned Start
Time Notes Complete
Backed
Out
Actual
Start Time
Actual
Finish
Actual
Duration Start Delta
Duration
Delta
Pre-test steps 2.40 hours
Failover Start Time 10:00
0 Go / No Go Discussion All 5 10:00
1 Stop services, email, HL7, alert, auto report Vendor 1 Current Application Server 5 10:05
2 Stop app pool (IIS) Vendor 1 Current Application Server 5 10:10
3 Backup app folder Vendor 1 Current Application Server 5 10:15
4 Backup SQL DB Vendor 1 Current Prod SQL Server 5 10:20
5P Take DB offline Vendor 1 Current Prod SQL Server 5 10:25
5T Restore SQL DB Vendor 1 New Prod SQL Server 5 10:30
6 Configure IIS Vendor 1 New Application Server 5 10:35
7 Install current RMP4.30 Vendor 1 New Application Server 5 10:40
8 Merge INI/ CSSfiles with backup copy Vendor 1 New Application Server 5 10:45
9 Upgrade to RMP4.30.2.602 Vendor 1 New Application Server 5 10:50
10 Perform integration testing Vendor 1 New Application Server 5 10:55
11 Install the client application on Windows Infra Lead App Delivery 5 11:00
12 Site manager perform functional testing App Lead New Application Server 5 11:05
13 Update intranet for all site links Infra Lead App Delivery 5 11:10
End 12:40
NewCo Application Migration Playbook
Server & Storage Replication Process
Acquire and utilize P2V and/or V2V solution for
server replication
Migrate data using file/block copies where
necessary
Validate servers/storage replication was
successful
Upgrade virtual hardware drivers where
necessary
Create appropriate network communications in
the destination
Assign VMs to proper port group
Power on test copies of VMs
Assign new IP addresses and hostnames where
necessary
Perform server integrity testing (DNS, AD,
network communications, etc.)
Configure agents, if necessary (backup, SCCM,
antivirus, etc.)
Application:
Name/ Role:
Test Patient:
Duration to Result Validation Expected Result/ Duration
30 secs Launch Intellidose via Citrix Application login screen loads
10 secs
Enter admin/ clinical staff/ provider username
& password
Username & password input accepted in their
respective fields
10 secs Click login
Intellidose accepts valid username & password and
loads patient search page
10 secs Working patient list
Working patient list automatically displays on left of
patient search after successful login
10 secs
Cosigner's queue
Cosigner's queue automatically displays below working
patient list after successful login
30 secs
Search current patient (on Allscripts
schedule/ current appointment) by Last/ First Current patient displays and is selectable
10 secs Select/ double-click patient Opens patient chart and patient displays in working
10 secs Validate patient demographics Patient demographics, under general tab, should mirror
5 min Validate allergies/ medication
Patient's allergies and current, inactive and med Hx to
display under allergies/ medication tab
1 min Validate active problems Patient's active problems from EHRto display under
1 min Validate social history Patient's social history from EHRto display under
1 min Validate family history Patient's family history from EHRto display under
1 min
Validate past medical history
Patient's past medical history from EHRto display
under past med history tab
1 min Validate diagnosis Patient's Dx from EHRto display under Dx 1 tab
5 mins Validate lab results from EHR Patient's lab results from EHRto display under tests
2 min Validate vital signs Patient's vitals correctly listed under Metrics tab
10 mins Provider writes an order/ plan & signs off on it
Pre-built and customized treatment plans can be
applied to patients Tx plan
Document nurse's visit Nurse follows provider, documents visit (nurse's note)
Validate document transfer to EHR
Chemo order and nurse's note successfully populate in
EHR(.PDFformat) under Hem/ Onc chart section.
Correctly labeled as Instrinsiq Chemo Orders and
30 min Modify existing treatment plan Treatment plans editable
5 min
Run sample report
Ability to run drug utilization, tumor registry, practice
statistics, patient status and operational reports
1 min Verify printing: record summary Printers displayed from Citrix session and documents
Intellidose
Jim Baker; Clinical Analyst
Int Test1
Test Application Using Test Scripts
• Review and updated test
script(s)
• Schedule testing resources
and provide user access
• Perform application test
using test script(s)
• Create issue log and
resolve all outstanding
issues
Test Load Balancing & High Availability
• Test each application
based on architecture
necessities
• Verify functionality of
load balancing
• Verify high availability
• Create affinity rules for
the VMs
Application migration process presentation by t2 tech group
Failover Testing
1.Test Failover/Failback
2.Test Backup/Restore
Test Failover/Failback
• Document failover process
with failover architecture
• Create a process flow
diagram
• Create a step-by-step
runbook/playbook with
failover durations
• Perform test failover and
failback
Test Restore from Backup
• Setup backup solution for
all application servers
• Verify backups created at
necessary intervals
• Restore data from backups
• Validate restored data
RESTOREBACKUP
Application migration process presentation by t2 tech group
Migration/Go-Live
1.Schedule and communicate
application downtime
2.Cutover application to new
data center
Schedule & Communicate Application
Downtime
• Identify application cutover
window with application
owners and user community
• Determine appropriate
communication channel for
cutover announcement
• Determine and secure go-
live resources
• Send out scheduled
communications
Cutover Application to New Data Center
Follow Mock Migration Process
• Utilize tested migration playbook
• Stop application at old platform
• Ensure replication is complete
• Start application at new platform
• Use and validate application
using test script(s)
• Reroute user traffic to new
platform
• Communicate uptime
• Document and track issues
Application migration process presentation by t2 tech group
Decommission/Closeout
1.Follow decommissioning
steps for virtual and
physical servers
2.Document cost savings
achieved by migration
Decommission Process
Verify checklist of servers to decommission
Initiate change control to decommission all servers
Remove servers from backup software/schedule
Remove servers from antivirus software
Remove A records from DNS server
Remove alerts from server monitoring solution
For physical servers – pull network cables, unrack
servers, and destroy data on disks
For virtual servers – delete VMs from the
management server
Delete LUNS/NFS/CIFS shares associated with server
Update all application documentation, if necessary
Cancel existing vendor obligations/contracts, if
necessary
Revise budget and deliver report of completion
Closeout
• Complete performance and cost
measures
• Ensure any new contracts are
set and budgeted for upcoming
financial year
• Verify inventory has been
updated
• Update cost changes
• Add operations monitoring and
management system
Application migration process presentation by t2 tech group
Project Management Tools
• Project plan
• Sprint plans
• Migration
dashboard
• Velocity chart
Project Plan
• Tracks timeline and
deliverables for
application migration
project
• Provides an overview of
epics, stories and key
milestones
• Tracks key
dependences
Sprint Plans
• Two-week sprint
iterations
• Sprint
retrospective
• Bi-weekly sprint
review
• Daily scrums
• Pull next tasks from
• Outstanding tasks
• Backlogged tasks
Migration Dashboard
• Lists every
application being
migrated
• Dashboard
updates
• Green –
complete
• Yellow – in
progress
• Migration
dashboard feeds
Velocity chart
Velocity Chart
• Depicts progress of project in a burn-up velocity based on
migration dashboard
• Velocity tracks
• Current scope
• Completed scope
• Baseline scope
• Current forecast
• Baseline forecast
Questions?
www.t2techgroup.com info@t2techgroup.com
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Application migration process presentation by t2 tech group

  • 1. A Five-step Methodology for Application Migration A BEST-PRACTICES APPROACH TO MIGRATING APPLICATIONS TO AN ADVANCED COMPUTING PLATFORM
  • 3. Initial Migration Assessment 1. Conduct server inventory and application mapping 2. Define applications groups 3. Determine migration scheduling and effort assessment
  • 4. Category Server Application Environment OS Location RAM CPU Server mnrmpapp1 Risk Monitor Pro Live Win2008 R2 Ent (32 bit) Main Building 8 4 Server mnrmpapp2 Risk Monitor Pro Live Win2008 R2 Ent (32 bit) Main Building 8 4 Server mnrmpsql1 Risk Monitor Pro Live Win2012 R2 Ent (64 bit) Main Building 16 4 Server mnrmpsql2 Risk Monitor Pro Live Win2012 R2 Ent (64 bit) DRBuilding 16 4 Server mnrmpapp1t Risk Monitor Pro Nonprod Win2008 R2 Ent (32 bit) Main Building 8 2 Server mnrmpsql1t Risk Monitor Pro Nonprod Win2012 R2 Ent (64 bit) Main Building 8 2 Appliance mnvrop1 vRealize Live SUSEEnterprise Linux Main Building 8 4 Server mnpxpsv1 Pyxis Supply Live Win2012 R2 Ent (64 bit) Main Building 8 4 Server mnpxpsv2 Pyxis Supply Live Win2012 R2 Ent (64 bit) Main Building 8 4 Server mnpxpsv1t Pyxis Supply Nonprod Win2012 R2 Ent (64 bit) Main Building 4 2 Server mnpxpsv2t Pyxis Supply Nonprod Win2012 R2 Ent (64 bit) Main Building 4 2 Server mndoseweb1 Intellidose Live Win2008 R2 Ent (64 bit) Main Building 4 2 Server mndoseweb1t Intellidose Nonprod Win2008 R2 Ent (64 bit) Main Building 4 2 Server mndosesql1 Intellidose Live Win2008 R2 Ent (64 bit) Main Building 16 4 Server mndosesql2 Intellidose Live Win2008 R2 Ent (64 bit) DRBuilding 16 4 Server mnfetaibus1 FetaLink Live RedHat 7 Main Building 8 4 Server mnfetaibus2 FetaLink Live RedHat 7 Main Building 8 4 Server mnfetaibus1t FetaLink Nonprod RedHat 7 Main Building 4 2 Server mnmuseapp1 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 8 4 Server mnmuseapp2 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 8 4 Server mnmuseapp3 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 8 4 Server mnmusesql1 GEMuse Live Win2012 R2 Ent (64 bit) Main Building 16 4 Server mnmusesql2 GEMuse Live Win2012 R2 Ent (64 bit) DRBuilding 16 4 Server mnmdctapp1 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4 Server mnmdctapp2 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4 Server mnmdctint1 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4 Server mnmdctint2 Medicity Live Win2003 R2 Ent (64 bit) Main Building 8 4 Server mnmdctsql1 Medicity Live Win2008 R2 Ent (64 bit) Main Building 16 4 Server mnmdctsql2 Medicity Live Win2008 R2 Ent (64 bit) DRBulding 16 4 Server mnisirapp01 iSirona Live Win2008 R2 Ent (64 bit) Main Building 8 4 Server mnisirapp01t iSirona Nonprod Win2012 R2 Ent (64 bit) Main Building 4 2 Server Inventory & Application Mapping Complete server inventory Complete application discovery Conduct infrastructure interviews to determine associated application data Map server to application
  • 5. Define Applications Groups • Application function/purpose • Cost analysis • User base • Clinical/non-clinical • Application support team • Integration complexity/dependencies Sequence Application Name Application Function / Purpose Clinical / Non Clinical Tier User Count Current OS Application Lead Infrastructure Lead Group 1 ClickStudio Password Storing Non-Clinical Low 50 2012 Andy Anderson Alex Patel Group 1 GEMUSE(EKG) Cardiology EMR Clinical Medium 1739 2008 Terrell Davin Amy Carroll Group 1 Risk Monitor Pro Risk management Clinical Medium 5000 2008 Jason Thomas Brad Schneider Group 1 Source One Email Archiving Non-Clinical Low 100 2008 Jake Jones Janet Bennett Group 2 Intellidose Ambulatory Oncology Clinical Medium 40 2008 Matthew Easley Kerry Johnson Group 2 Pyxis Pharmacy / Medication Dispensing Clinical Critical 3870 2003/ 2008 Kristtina Tomlinson Ron Rogers Group 2 iSirona DeviceConX Device Integration Clinical Critical 600 2008 Hector Warner Ryan Nguyen Group 2 PulseCheck, Ibex Emergency Department EMR Clinical Critical 2500 2003/ 2008 Antje Smith Jasson Garrett
  • 6. Task Principal ProgramManager/Architect SeniorProjectManager SeniorApplicationAnalyst SeniorNetworkConsultant SeniorServerConsultant SeniorStorageConsultant SeniorStorageConsultant Prerequisite Gathering 2 8 10 21 0.8 1 0.6 0 Create Discovery Document 1 1 8 0.2 VLANs/ IPAssigned 1 0.2 Build Architecture Diagram 3 0.2 Create Migration Process Flow 4 Scope vendor migration cost (if necessary) with negotiations & Vendor management1 4 4 2 Sprint Planning/ Scrums/ Presentations 1 3 5 3 0.6 0.6 0.6 Mock Migration(s) 1 7 9 12 1.8 3 1.2 1.28 Finalize Application Runbook 1 3 0.2 0.4 Server Replication 0.4 1.2 0.2 0.48 Test Application ( using updated Test Scripts ) 1 1 4 Test Load Balancing ( if required ) 1 Test High Availability ( if required ) 0.2 0.4 Sprint Planning/ Scrums/ Presentations 1 5 7 5 1 1 1 0.8 Fail-over / Fail-back Testing 1 3 5 3 1.2 1.8 1 0.32 Create Failover Process Flow / Runbook 1 1 0.4 0.4 0.2 Test Failover 0.2 0.4 Test Failback 0.2 0.4 Test Back-up & Restore 0.2 0.4 Sprint Planning/ Scrums/ Presentations 1 2 5 2 0.4 0.4 0.4 0.32 Migration/ Go-Live 2 5 14 7 1 1.8 0.8 0.96 Schedule & Communicate Application Downtime 1 4 2 Cut-Over Application to new Datacenter 1 4 2 0.4 1.2 0.2 0.48 Sprint Planning/ Scrums/ Presentations 2 3 6 3 0.6 0.6 0.6 0.48 Decommissioning 1 2 7 2 0.4 0.8 0.8 0 Decomission Legacy Servers 1 0.4 0.4 Completion and acceptance of Application Migration 1 2 Sprint Planning/ Scrums/ Presentations 2 4 2 0.4 0.4 0.4 Total Hours: 7 25 45 45 5.2 8.4 4.4 2.56 Migration Scheduling & Effort Assessment • Migration scheduling considerations • Resource availability • Current upgrade schedules • Interdependencies between the defined application groups • Effort assessment • Total project hours • Resource allocation by specialty • Internal vs. external resources
  • 8. Prerequisite Gathering 1. Discovery document 2. Architecture diagram 3. Application migration process flow 4. Estimate and secure required labor/vendor assistance
  • 9. Discovery Document • Create standard documentation for each application Application and infrastructure leads User base Criticality Authentication Back-up strategy Application interdependencies Interface requirements Current and future server information Required database features Application delivery method
  • 10. Architecture Diagram • Identify new IP’s • Identify all servers by naming standards • Identify port communication for network design • Identify core service dependencies
  • 11. Application Migration Process Flow • Document sequence of steps • Document party(s) responsible • Document steps to be performed
  • 12. Secure External Resources (If Required) • Estimate and secure required labor/vendor assistance • Vendor resource assistance • Create and validate migration SOW with vendor • Negotiate quote • Issue PO request and tracking • Perform best practices for vendor management
  • 14. Application: Name/ Role: Test Patient: Duration to Result Validation Expected Result/ Duration 30 secs Launch Intellidose via Citrix Application login screen loads 10 secs Enter admin/ clinical staff/ provider username & password Username & password input accepted in their respective fields 10 secs Click login Intellidose accepts valid username & password and loads patient search page 10 secs Working patient list Working patient list automatically displays on left of patient search after successful login 10 secs Cosigner's queue Cosigner's queue automatically displays below working patient list after successful login 30 secs Search current patient (on Allscripts schedule/ current appointment) by Last/ First Name, Current patient displays and is selectable 10 secs Select/ double-click patient Opens patient chart and patient displays in working patient list 10 secs Validate patient demographics Patient demographics, under general tab, should mirror EHR 5 min Validate allergies/ medication Patient's allergies and current, inactive and med Hx to display under allergies/ medication tab 1 min Validate active problems Patient's active problems from EHRto display under problem 1 min Validate social history Patient's social history from EHRto display under social history 1 min Validate family history Patient's family history from EHRto display under family history 1 min Validate past medical history Patient's past medical history from EHRto display under past med history tab 1 min Validate diagnosis Patient's Dx from EHRto display under Dx 1 tab 5 mins Validate lab results from EHR Patient's lab results from EHRto display under tests tab 2 min Validate vital signs Patient's vitals correctly listed under Metrics tab 10 mins Provider writes an order/ plan & signs off on it Pre-built and customized treatment plans can be applied to patients Tx plan Document nurse's visit Nurse follows provider, documents visit (nurse's note) Validate document transfer to EHR Chemo order and nurse's note successfully populate in EHR (.PDF format) under Hem/ Onc chart section. Correctly labeled as Instrinsiq Chemo Orders and Instrinsiq Nurses Notes 30 min Modify existing treatment plan Treatment plans editable 5 min Run sample report Ability to run drug utilization, tumor registry, practice statistics, patient status and operational reports 1 min Verify printing: record summary Printers displayed from Citrix session and documents print Intellidose Jim Baker; Clinical Analyst Int Test1 Mock Migration 1.Create application migration playbook 2.Replicate server and storage 3.Test application using test scripts 4.Test load balancing and high availability, if requiredID Task Name Resource Location Duration Planned Start Time Notes Complete Backed Out Actual Start Time Actual Finish Actual Duration Start Delta Duration Delta Pre-test steps 2.40 hours Failover Start Time 10:00 0 Go / No Go Discussion All 5 10:00 1 Stop services, email, HL7, alert, auto report Vendor 1 Current Application Server 5 10:05 2 Stop app pool (IIS) Vendor 1 Current Application Server 5 10:10 3 Backup app folder Vendor 1 Current Application Server 5 10:15 4 Backup SQL DB Vendor 1 Current Prod SQL Server 5 10:20 5P Take DB offline Vendor 1 Current Prod SQL Server 5 10:25 5T Restore SQL DB Vendor 1 New Prod SQL Server 5 10:30 6 Configure IIS Vendor 1 New Application Server 5 10:35 7 Install current RMP4.30 Vendor 1 New Application Server 5 10:40 8 Merge INI/ CSSfiles with backup copy Vendor 1 New Application Server 5 10:45 9 Upgrade to RMP4.30.2.602 Vendor 1 New Application Server 5 10:50 10 Perform integration testing Vendor 1 New Application Server 5 10:55 11 Install the client application on Windows Infra Lead App Delivery 5 11:00 12 Site manager perform functional testing App Lead New Application Server 5 11:05 13 Update intranet for all site links Infra Lead App Delivery 5 11:10 End 12:40 NewCo Application Migration Playbook
  • 15. Create Application Migration Playbook • Create step-by-step migration document • Assign estimated duration to each step • Obtain team signoff ID Task Name Resource Location Duration Planned Start Time Notes Complete Backed Out Actual Start Time Actual Finish Actual Duration Start Delta Duration Delta Pre-test steps 2.40 hours Failover Start Time 10:00 0 Go / No Go Discussion All 5 10:00 1 Stop services, email, HL7, alert, auto report Vendor 1 Current Application Server 5 10:05 2 Stop app pool (IIS) Vendor 1 Current Application Server 5 10:10 3 Backup app folder Vendor 1 Current Application Server 5 10:15 4 Backup SQL DB Vendor 1 Current Prod SQL Server 5 10:20 5P Take DB offline Vendor 1 Current Prod SQL Server 5 10:25 5T Restore SQL DB Vendor 1 New Prod SQL Server 5 10:30 6 Configure IIS Vendor 1 New Application Server 5 10:35 7 Install current RMP4.30 Vendor 1 New Application Server 5 10:40 8 Merge INI/ CSSfiles with backup copy Vendor 1 New Application Server 5 10:45 9 Upgrade to RMP4.30.2.602 Vendor 1 New Application Server 5 10:50 10 Perform integration testing Vendor 1 New Application Server 5 10:55 11 Install the client application on Windows Infra Lead App Delivery 5 11:00 12 Site manager perform functional testing App Lead New Application Server 5 11:05 13 Update intranet for all site links Infra Lead App Delivery 5 11:10 End 12:40 NewCo Application Migration Playbook
  • 16. Server & Storage Replication Process Acquire and utilize P2V and/or V2V solution for server replication Migrate data using file/block copies where necessary Validate servers/storage replication was successful Upgrade virtual hardware drivers where necessary Create appropriate network communications in the destination Assign VMs to proper port group Power on test copies of VMs Assign new IP addresses and hostnames where necessary Perform server integrity testing (DNS, AD, network communications, etc.) Configure agents, if necessary (backup, SCCM, antivirus, etc.)
  • 17. Application: Name/ Role: Test Patient: Duration to Result Validation Expected Result/ Duration 30 secs Launch Intellidose via Citrix Application login screen loads 10 secs Enter admin/ clinical staff/ provider username & password Username & password input accepted in their respective fields 10 secs Click login Intellidose accepts valid username & password and loads patient search page 10 secs Working patient list Working patient list automatically displays on left of patient search after successful login 10 secs Cosigner's queue Cosigner's queue automatically displays below working patient list after successful login 30 secs Search current patient (on Allscripts schedule/ current appointment) by Last/ First Current patient displays and is selectable 10 secs Select/ double-click patient Opens patient chart and patient displays in working 10 secs Validate patient demographics Patient demographics, under general tab, should mirror 5 min Validate allergies/ medication Patient's allergies and current, inactive and med Hx to display under allergies/ medication tab 1 min Validate active problems Patient's active problems from EHRto display under 1 min Validate social history Patient's social history from EHRto display under 1 min Validate family history Patient's family history from EHRto display under 1 min Validate past medical history Patient's past medical history from EHRto display under past med history tab 1 min Validate diagnosis Patient's Dx from EHRto display under Dx 1 tab 5 mins Validate lab results from EHR Patient's lab results from EHRto display under tests 2 min Validate vital signs Patient's vitals correctly listed under Metrics tab 10 mins Provider writes an order/ plan & signs off on it Pre-built and customized treatment plans can be applied to patients Tx plan Document nurse's visit Nurse follows provider, documents visit (nurse's note) Validate document transfer to EHR Chemo order and nurse's note successfully populate in EHR(.PDFformat) under Hem/ Onc chart section. Correctly labeled as Instrinsiq Chemo Orders and 30 min Modify existing treatment plan Treatment plans editable 5 min Run sample report Ability to run drug utilization, tumor registry, practice statistics, patient status and operational reports 1 min Verify printing: record summary Printers displayed from Citrix session and documents Intellidose Jim Baker; Clinical Analyst Int Test1 Test Application Using Test Scripts • Review and updated test script(s) • Schedule testing resources and provide user access • Perform application test using test script(s) • Create issue log and resolve all outstanding issues
  • 18. Test Load Balancing & High Availability • Test each application based on architecture necessities • Verify functionality of load balancing • Verify high availability • Create affinity rules for the VMs
  • 21. Test Failover/Failback • Document failover process with failover architecture • Create a process flow diagram • Create a step-by-step runbook/playbook with failover durations • Perform test failover and failback
  • 22. Test Restore from Backup • Setup backup solution for all application servers • Verify backups created at necessary intervals • Restore data from backups • Validate restored data RESTOREBACKUP
  • 24. Migration/Go-Live 1.Schedule and communicate application downtime 2.Cutover application to new data center
  • 25. Schedule & Communicate Application Downtime • Identify application cutover window with application owners and user community • Determine appropriate communication channel for cutover announcement • Determine and secure go- live resources • Send out scheduled communications
  • 26. Cutover Application to New Data Center Follow Mock Migration Process • Utilize tested migration playbook • Stop application at old platform • Ensure replication is complete • Start application at new platform • Use and validate application using test script(s) • Reroute user traffic to new platform • Communicate uptime • Document and track issues
  • 28. Decommission/Closeout 1.Follow decommissioning steps for virtual and physical servers 2.Document cost savings achieved by migration
  • 29. Decommission Process Verify checklist of servers to decommission Initiate change control to decommission all servers Remove servers from backup software/schedule Remove servers from antivirus software Remove A records from DNS server Remove alerts from server monitoring solution For physical servers – pull network cables, unrack servers, and destroy data on disks For virtual servers – delete VMs from the management server Delete LUNS/NFS/CIFS shares associated with server Update all application documentation, if necessary Cancel existing vendor obligations/contracts, if necessary Revise budget and deliver report of completion
  • 30. Closeout • Complete performance and cost measures • Ensure any new contracts are set and budgeted for upcoming financial year • Verify inventory has been updated • Update cost changes • Add operations monitoring and management system
  • 32. Project Management Tools • Project plan • Sprint plans • Migration dashboard • Velocity chart
  • 33. Project Plan • Tracks timeline and deliverables for application migration project • Provides an overview of epics, stories and key milestones • Tracks key dependences
  • 34. Sprint Plans • Two-week sprint iterations • Sprint retrospective • Bi-weekly sprint review • Daily scrums • Pull next tasks from • Outstanding tasks • Backlogged tasks
  • 35. Migration Dashboard • Lists every application being migrated • Dashboard updates • Green – complete • Yellow – in progress • Migration dashboard feeds Velocity chart
  • 36. Velocity Chart • Depicts progress of project in a burn-up velocity based on migration dashboard • Velocity tracks • Current scope • Completed scope • Baseline scope • Current forecast • Baseline forecast