Dear Viewers,
Please use below url to access the SQL Server migration project planner.
Downloadable URL: 26Feb2025_SQLServer_Migration_Project_Planner
Google Workbook Contents and Sections:
Section I: Executive Summary & Project Goals
| Project Name | |
| Project Sponsor/Stakeholder | |
| Business Drivers for Migration | |
| Migration Goals & Objectives | |
| Target Environment (High-Level) | |
| Expected Migration Timeline | |
| Key Success Metrics | |
| Project Team & Key Contacts |
Section II: Source Environment Inventory & Assessment - A. Source Server Infrastructure
| Source Server Name(s) | |
| Server Physical/Virtual | |
| Operating System - Version & Edition | |
| Operating System - Service Pack Level | |
| CPU Details - Number of Cores | |
| CPU Details - Processor Type | |
| Memory (RAM) | |
| Storage Configuration - Disk Layout | |
| Storage Configuration - Storage Type | |
| Storage Configuration - Free Disk Space | |
| Network Configuration - Network Interface Cards (NICs) | |
| Network Configuration - Network Bandwidth | |
| Network Configuration - Firewall Rules | |
| Backup & Recovery Strategy - Backup Types & Frequency | |
| Backup & Recovery Strategy - Backup Retention Policy | |
| Backup & Recovery Strategy - Disaster Recovery (DR) Setup | |
| Security Configuration - Authentication Mode | |
| Security Configuration - Auditing Enabled | |
| Security Configuration - Compliance Requirements |
Section II: Source Environment Inventory & Assessment - B. Source SQL Server Instance(s)
| SQL Server - Service Pack & Cumulative Update Level | |
| SQL Server Collation | |
| SQL Server Features Enabled | |
| Maximum Server Memory Configuration | |
| Number of Databases Hosted | |
| TempDB Configuration - File Locations | |
| TempDB Configuration - Number of Files | |
| TempDB Configuration - Size | |
| TempDB Configuration - Autogrowth Settings | |
| Linked Servers | |
| SQL Server Agent Jobs - Number | |
| SQL Server Agent Jobs - Types | |
| Custom Server Configuration | |
| Performance Metrics (Current Baseline) - CPU Utilization (Average) | |
| Performance Metrics (Current Baseline) - CPU Utilization (Peak) | |
| Performance Metrics (Current Baseline) - Memory Utilization (Average) | |
| Performance Metrics (Current Baseline) - Memory Utilization (Peak) | |
| Performance Metrics (Current Baseline) - Disk I/O (Average) | |
| Performance Metrics (Current Baseline) - Disk I/O (Peak) | |
| Performance Metrics (Current Baseline) - Wait Statistics (Top Wait Types) | |
| Performance Metrics (Current Baseline) - Query Performance (Slowest Queries) |
Section II: Source Environment Inventory & Assessment - C. Source Databases Inventory & Assessment
| Log File Locations | |
| Filegroups - Number | |
| Filegroups - Purpose | |
| Database Objects Inventory - Tables | |
| Database Objects Inventory - Views | |
| Database Objects Inventory - Stored Procedures | |
| Database Objects Inventory - Functions | |
| Database Objects Inventory - Triggers | |
| Database Objects Inventory - Indexes | |
| Database Objects Inventory - Users & Roles | |
| Database Dependencies | |
| Data Sensitivity & Classification | |
| Archiving & Purging Requirements | |
| Database Usage Patterns - Peak Usage Times | |
| Database Usage Patterns - Transaction Volume | |
| Database Usage Patterns - Read/Write Ratio | |
| Database Usage Patterns - Key Tables (Heavily Accessed) | |
| Database Maintenance Plans | |
| Backup History & Integrity | |
| Database Features Used - Change Data Capture (CDC) | |
| Database Features Used - Change Tracking | |
| Database Features Used - Temporal Tables | |
| Database Features Used - In-Memory OLTP | |
| Database Features Used - Stretch Database | |
| Database Features Used - Database Mirroring | |
| Database Features Used - Replication as Publisher/Subscriber | |
| Database Features Used - Always On Availability Group as Secondary | |
| Database Features Used - Contained Databases |
Section III: Application Inventory & Dependencies
| Database Name (for Application Info) | |
| Application Name | |
| Application Owners/Contacts | |
| Application Connection Strings & Methods | |
| Application Connection String Details | |
| Application Compatibility with Target SQL Server Version | |
| Application Downtime Tolerance | |
| Application Performance Requirements (Post-Migration) | |
| Application Testing Plan | |
| Third-Party Application Dependencies |
Section IV: Target Environment Details & Considerations
| Target Platform Selection Justification | |
| Target Server Infrastructure Details (if applicable) | |
| Target SQL Server Version & Edition | |
| Target SQL Server Configuration | |
| Migration Tools & Technologies Planned | |
| Migration Approach & Strategy | |
| Downtime Window & Cutover Plan | |
| Rollback Plan | |
| Validation & Testing Plan (Post-Migration) | |
| Post-Migration Support & Monitoring Plan | |
| Licensing & Cost Considerations | |
| Security Considerations in Target Environment | |
| Disaster Recovery & High Availability in Target Environment |
Section V: Migration Risks & Mitigation Strategies
| Risk - Potential Migration Risk | |
| Risk - Risk Assessment & Prioritization | |
| Risk - Mitigation Strategies | |
| Risk - Contingency Plans |
Section VI: Sign-offs and Approvals
| Prepared By | |
| Prepared Date | |
| Reviewed By (DBA Team) | |
| Review Date (DBA Team) | |
| Approved By (Project Sponsor/Stakeholder) | |
| Approval Date (Project Sponsor/Stakeholder) | |
| Approved By (Application Owners) | |
| Approval Date (Application Owners) | |
| Approved By (Security Team) | |
| Approval Date (Security Team) |
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