Migration playbook for AWS large migrations - AWS Prescriptive Guidance

Migration playbook for AWS large migrations

Amazon Web Services (AWS)

February 2022 (last update: May 2022)

In a large migration, the migration workstream uses the wave plans and migration metadata supplied by the portfolio workstream in order to migrate workloads to the Amazon Web Services (AWS) Cloud. The migration workstream is responsible for submitting any change requests, migrating the application, coordinating application testing with the application owners, performing cutover, and monitoring the application through the hypercare period. In the first stage, initializing a large migration, you create the runbooks that the migration workstream uses to migrate the applications and servers. In the second stage, implementing a large migration, the migration workstream plans sprints and uses the migration runbooks in order to migrate and cutover the applications.

For more information about core and supporting workstreams, see Workstreams in a large migration in the Foundation playbook for AWS large migrations.

About this playbook

This guide is part of a series about large migrations to the AWS Cloud. Migrating 300 or more servers is considered a large migration. If you haven’t already done so, we highly recommend reading the following:

  1. AWS large-migration strategy and best practices – This strategy discusses best practices for large migrations and provides use cases from customers across various industries.

  2. Guide for AWS large migrations – This guide describes a high-level, phased approach to implementing the best practices outlined in the strategy document.

After reading the strategy and guide, the playbooks help you focus on how to implement the strategy and connect all the moving parts of a large migration. A playbook helps you build the assets and processes that you use in a large migration, such as runbooks, governing documents, or tools. A runbook is a standard operating procedure for a task that you perform repeatedly. The following playbooks are available in this document series for large migrations, and we recommend that you read them in the following order:

The following figure shows the structure of the AWS documentation series for large migrations. Review the strategy first, then the guide, and then read the playbooks.

        The structure of the AWS large migration document series

This migration playbook outlines the tasks of the migration workstream, which spans both stages of a large migration, initialization and implementation:

  • In stage 1, initialize, you draft, test, and refine the runbooks, and then you automate manual tasks for each migration pattern.

  • In stage 2, implement, you perform the migration with the predefined runbooks built in stage 1.

About the runbooks, tools, and templates

We recommend using the migration playbook templates and then customizing them for your portfolio, processes, and environment. The provided templates include standard processes, typical cutover processes, and placeholders for processes that are unique to your environment. The instructions in this playbook tell you when and how to customize each of these templates. This playbook includes the following templates:

  • Rehost migration runbook template

  • Rehost migration task list template

For migration patterns, from which you can build your own runbooks, see AWS Prescriptive Guidance migration patterns.

Migration runbooks require varying levels of detail:

  • Detailed runbooks – Detailed runbooks are best suited for migration patterns that you will repeat many times. For these patterns, we recommend starting with the Rehost migration runbook template (Microsoft Word format). This template captures as many details as possible, including screenshots and step-by-step instructions, and it is designed to help multiple people perform the same task consistently.

  • Task List – For migration patterns that are one-off or very simple, a short task list is a better option. For these patterns, we recommend starting with the Rehost migration task list template (Microsoft Excel format). This template contains a high-level task list and is typically used for tracking and managing ownership of tasks. You can also use a task list to track the status of tasks that are documented in a runbook.

Whether you are using a detailed runbook or a short task list, verify that your runbook describes the tasks in sequence. For complex tasks, you can provide links to external documentation.