DR 101: Checklist for Virtualized Infrastructure Migrations

By Harry Smith, Technical Evangelist at Zerto

After going through a million-and-one migrations – both manually and with the help of tools –and having encountered many roadblocks and situations in which I’ve learned from, I can say YES, using Zerto Virtual Replication with your migration(s) will make your life SO much easier. However, that alone still isn’t the entire picture when approaching a migration project.  I’ve gone through many, many physical-to-virtual (P2V) migrations as well as virtual-to-virtual (V2V) migrations and moves, but I’m going to concentrate on the V2V migrations in this brief post. As with many projects in your organization, one big takeaway to understand from this is the planning and logistics (people and process!) are usually much more time consuming and challenging than the technology itself.

Some key considerations around migrations are as follows:

  • Communication: Maintain clear, and regular communication with everyone.
  • Scoping: Understand what makes up the application. Get rid of the unknowns to ensure nothing breaks.
  • Ownership and permissions: Who owns the server and application and who will test and validate pre and post migration?
  • Priority: Are there other projects in your way?
  • Organization: Checklists and spreadsheets: How are you tracking all of this?
  • Execution: How is the migration happening? How will the servers and data be moved?
  • Contingency: If something goes wrong, how do I back out and reschedule if necessary?
  • Tracking: Prepare for change. Track what changes need to occur on machines, applications, and infrastructure.
  • Data Hygiene: Cleanup the source environment.
  • Don’t forget about the rare occurrences such as quarter-end processes that run and may have additional requirements.

Click here to download the “Virtual Machine Migration Project Overview Checklist” with added detail and explanations.

Virtual Migration Checklist

About the Author

Harry is a Technology Evangelist at Zerto focusing on helping customers adopt Zerto’s enterprise class scalability and agility to organizations of all sizes and sectors, and even across clouds, hypervisors, and platforms. Prior to Zerto, Harry spent 5 years with VMware Professional Services as a Senior Consultant architecting and implementing private clouds and major datacenter migrations. Harry then spent another 3 years in VMware’s Technical Marketing focused on product integration and scalability.

Follow Harry on Twitter @HarrySiii

Experience Zerto Now

See for yourself how easy Zerto Virtual Replication is to use. Sign up for a free trial and begin replicating in minutes.  

Start My Free Trial


Leave a Comment

Chat with Zerto Now!

How Can We Help?

I'm Interested in Learning More About Zerto

If you’d like to learn more about Zerto, whether you’re looking for product information, are looking to purchase Zerto, or just have questions about how the software works – We’re here to help!

I'm a Current Zerto Customer with a Support Request

At Zerto, we have a round-the-clock support team and many helpful resources available to you. Head to MyZerto for forums, technical documentation, and a robust knowledge base. If you need support, Click the link below to get started. Begin a Support Request

I am, or Hope to be, a Zerto Partner

Whether you’re looking to become a new Zerto partner, or have questions around your existing partnership or the ZAP Program in general, we’re here to answer your questions! Leave a Message
WordPress Lightbox Plugin