A Cloud Migration Questionnaire for Solution Architects

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The questions you must ask your customers before migrating their on-premise workload to AWS Cloud

Chirag Modi
Cloud Migration Questionnaire. Image by author

Many companies operating from their own data centers started migrating their applications to the cloud, and it has become an obvious choice for many startups to create cloud-native applications. This is most important because of the speed of time to market and cost-efficiency in addition to many other benefits of the cloud.

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As a solution architect, you need to ask relevant questions to gather the required information from customers. The solution you build based on this information from the customer lays the foundation for future design solutions and migrations.

This article covers questions (and the reasons behind them) that you must ask your customers so it makes sense why those questions are important to ask before planning migration to the cloud.

I have tried to map customer requirements in response to questions asked with major AWS services that can be used while migrating to the AWS cloud.

This list is not exhaustive, but it is generic enough to be applied to any public cloud migration.

Note: You would have thought of many answers and available cloud solutions for the migration by going through all these questions. If not, please brainstorm possible answers before reading further so it will make a lot of sense, and you will be able to relate it with your solutions.

Possible Answers

  • Latency or performance issues in on-premise setup.

Reasoning and Solutions

By asking these types of relevant questions, you understand their exact needs, and based on it you can offer different solutions.

  • Design VPC and talk to network people for their networking requirements.

How many code changes can you afford as part of migration?

Possible Answers

  • No Code Changes

Reasoning and Solutions

This question helps us to identify the efforts, time, and cost involved in migration.

I have mentioned different migration strategies in the order of their complexity. It means time and cost will increase proportionally but it will give better flexibility and opportunity for optimization.

Each migration strategy is mapped with the customer requirements and AWS services that can be used to address it.

Six R’s as Migration Strategies

  1. Retire — Unprovision legacy systems that don’t require much.

What type of database are you using?

This question helps you understand the features of specific databases used by customers and compare them with cloud-managed services like RDS, Aurora for Relational DB, and Elasticache and DynamoDB for NoSQL.

  • There are some feature parity mismatches for MsSQL and Oracle with RDS that do not allow you to use managed DB services.

So in these scenarios, you can install the required DB on the EC2 instance; otherwise, you can directly use RDS for migrating your database workload.

In addition, you can use many other AWS services for Data Migration like AWS DMS, AWS Snowball, AWS Snowmobile, etc.

What type of load balancers are you using?

Possible Answers

  • Hardware load balancers

Reasoning and Solutions

This helps to understand the type of workload customers are running and the performance requirements for load balancers.

Most web applications running on-premise use hardware load balancers operating at L7 for more flexibility and rich features.

You can offer equivalent AWS services for their requirement.

  • AWS ALB — Application load balancer operates at L7. Best suited for web applications routing traffic at the application level.

What application servers and versions are you using?

Again this question helps to understand what application servers and versions you are using on-premise. How compatible is its availability on the cloud?

You can use AWS Beanstalk to deploy Java, Python, Ruby, Nodejs applications, but it may be possible that the version you are using on-premise may not be available. Or, it may be that the version you are using is pretty old, so it is not supported on Beanstalk. Before deciding on anything, do a proper assessment.

What operating system are you using?

You need to know if your application is too old to work on the latest operating system. If you have deployed your application to the latest operating system, then there are more chances that it will work on the cloud.

Most operating systems on the cloud include licensing costs, but there are options where you can bring on your existing on-premise license to the cloud.

There are many free and paid AMIs available to suit your operating system needs from AWS and its partners.

Is your application public facing?

This question helps you brainstorms answers for different solutions that may need DNS resolution, caching, latency, authentication, and security.

It may not be a big problem if it’s an internal application, as you can deploy it in a private subnet, which automatically blocks outside traffic.

It’s important to understand how DNS and CDN are used currently, and which firewall and other security services are being used on-premises to keep malicious traffic out to avoid major DDOS attacks.

Always try to use managed services for public-facing web applications, as there are fewer chances for going it down.

  • Route53 — high-performance managed service for public DNS queries to your web applications.

Is your application stateful or stateless?

It brings out many anti-patterns people are using — like storing session information on the physical machine where the application is running or enabling sticky sessions in load balancers.

You can offer RDS, DynamoDB, or Elasticache to store sessions externally. Doing this will make applications truly stateless, which is very important for scaling applications.

Is your application containerized?

“Containerized application requires less resources then VMs and starts up in fraction of seconds. Containers package applications into a small, lightweight execution environment which shares host operating systems. Containers help isolate different micro services running in the same host operating system.

Containerized applications can be deployed using orchestration platforms like Kubernetes which helps in container management, application deployment, scaling which has become standard for cloud application deployment.”

  • EC2, Elastic Beanstalk — To deploy non-containerized applications.

What are the current resource requirements of the servers?

You can get the current resource requirement of workload on-premise, which you can then use to map to the cloud resources.

You can use memory- and CPU-optimized resources based on the nature of your application but there is no formula to calculate it correctly.

You need to iterate over multiple times using load test and monitoring performance to find out the correct resource requirement in the cloud.

  • AWS Application Discovery Service — It helps to collect and present configuration, usage and behavior data from your on-premise servers to map capacity on cloud.

How is your workload variation?

You need to ask how much traffic variation customers are observing and if there are any specific patterns available.

  • AWS ASG — Auto Scaling Group helps applications scale in/out dynamically based on workloads and pattern.

You can configure different scaling behaviors like simple scaling, target and tracking scaling, and step scaling.

What are your logging and monitoring requirements?

You need to get answers about how the different types of logs like operating systems, DB, and application logs are getting stored on-premises. What is their retention period?

Application pushes metrics to monitoring pipeline and sometimes metrics are created out of logs and pushed to monitoring systems.

Possible Answers

  • Logs get stored on on-premise servers where the application is running.

Reasoning and Solutions

Logs give much more insight about what is going on, so they are very helpful for application debugging, auditing, and tracing the issues.

Monitoring is an important aspect of an observability platform, which gives information about your application health and how it is performing to take corrective actions before it gets too late.

  • AWS CloudWatch Logs — Store all your logs in Cloudwatch logs, then you can redirect to different logging solutions like ELK, Splunk or S3.

What is your current backup strategy?

Possible Answers

  • Script creates backup of DB and stores it in backup servers.

Reasoning and Solutions

Backup plays a very important role in disaster recovery, so you need to plan your backup strategy well in advance as it impacts your customers and business heavily.

Applications should not store anything on disk, and they should be stateless to have effective backup policies in place for the application and its data.

  • Enable automatic snapshots of RDS backup for a limited retention of 35 days.

How do you build, package and deploy your application?

Jenkins is a standard pipeline for building and packaging applications to address CI needs. People may use different open source or custom tools for their CI/CD needs.

There are different deployment strategies used like blue-green, rolling, and canary deployment based on type of applications and environment where the application is being deployed.

You can offer AWS Codepipeline, Code Deploy, Code Build, Code Commit, or AWS ECR for all CI/CD related requirements. These integrate well with each other. There are many Jenkins plugins available if you want to use any AWS-native services from Jenkins.

What type of security services are you using?

You can get information about current security services being used on-premises — like firewalls and other customer third party tools.

There are many equivalent AWS services offered.

  • AWS Guard Duty — Monitors and analyzes all types of logs; identifies any malicious IP address or domains.

Where do you store application configuration details?

Storing an environment-specific configuration with the main application is an anti-pattern. There may be secret credentials which will be different for each environment, and these should be managed separately for the application’s deployment.

  • Application configuration can be stored in a private git repository.

How do you manage your infrastructure?

Possible Answers

  • Custom scripts to provision VMs on-premises.

Reasoning and Solutions

It’s a pain for developers when they must set up applications on new servers or scale up applications during peak periods. Generally, Sysadmin used to manage infrastructure tasks like VM or DB provisioning. What if developers can address their infrastructure needs? That’s Infrastructure as Code (IaC).

  • AWS Cloudformation is the native tool available for provisioning infrastructure resources.

What are your RTO and RPO requirements?

This questions is last, but it is very important for disaster recovery.

RTO defines the maximum application downtime you can bear case of disaster. If defined RTO is 30 minutes, then the system should be recovered by 3:30 p.m. for a disaster that happened at 3 p.m.

RPO defines how much data loss (measured in time) you can bear in case of disaster. If the defined RPO is 10 minutes, then you should have all data available until 2:50 p.m. after recovery for a disaster that happened at 3 p.m.

You can offer the following different disaster recovery solutions based on the increasing order of cost in proportion to better RTO and RPO.

  • Backup and Recovery — Stores backup in S3 and recover from it.

Customers may ask for the best RTO and RPO solution, which comes at different costs, so you should ask customers about costs associated with each of the solutions.

I have covered many important questions to gather the required information which you will need before planning any cloud migration. I hope it’s useful.

Thanks for reading!

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