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Alternative Migration Methods — Prerequisites ​

Readiness requirements for file-level and application-native deploy-first migrations.


Common prerequisites ​

AreaRequirementWhy it matters
Azure Local targetTarget cluster healthy, capacity confirmed, target networks readyAll build-first variants land directly on Azure Local
Target VM designCPU, memory, storage, and OS design approved for each workloadThis path intentionally right-sizes the destination
Identity and DNSDomain join, DNS updates, and service account needs documentedCutover depends on clean name/IP transitions
Application ownershipApp owner available for smoke testing and sign-offBuild-first validation is application-driven
Rollback planSource VM hold period and rollback trigger definedNo staging checkpoint exists for these paths

Network requirements ​

FlowProtocol / PortUsed by
Source file server to target VMSMB 445SMS, Robocopy
Source and target to DNS / ADDNS 53, Kerberos 88, LDAP 389/636All domain-joined workloads
Source SQL to backup locationSMB 445 or HTTPS 443SQL backup/restore
Linux source to targetSSH 22rsync / Linux-native transfer
Target VM to AzureHTTPS 443Azure integration and management

Target VM readiness ​

  • Provision target VMs on Azure Local before starting migration activity
  • Apply baseline OS configuration, patching, security policy, and monitoring agents
  • Pre-create data disks and mount points to match the target application design
  • Confirm target VM backup or rollback expectations with the application owner

Tool-specific readiness ​

=== "SMS / Robocopy"

- Source and target file paths inventoried
- Permissions model reviewed (share + NTFS)
- Exclusions documented (temp, cache, transient folders)
- Maintenance window approved for final delta and share cutover
- Storage Migration Service role installed on the orchestrator (Windows Admin Center or PowerShell)

=== "Application-native"

- Application-specific runbook approved by app owner
- Backup location selected and tested (accessible from both source and target)
- Connection strings, certificates, bindings, and service accounts documented
- Post-cutover validation script or smoke-test checklist prepared
- Required application roles/features pre-installed on the target VM

Pre-start checklist ​

  • [ ] Target Azure Local VM exists for every workload in scope
  • [ ] IP mapping and DNS update plan approved
  • [ ] Application validation owner assigned
  • [ ] Cutover window approved
  • [ ] Source VM rollback/hold policy documented
  • [ ] Tool-specific ports confirmed open
  • [ ] Storage sizing reviewed with 25-30% free headroom on target
  • [ ] Monitoring baseline captured on each source workload
  • [ ] Admin credentials confirmed for source and target systems

Released under the MIT License.