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SMB to Azure Files Migration

Implementation

Follow this comprehensive step-by-step guide to implement the SMB to Azure Files Migration solution. Each phase includes detailed instructions, prerequisites, and validation steps to ensure successful deployment.

1

Assessment and Planning

Comprehensive analysis of current SMB environment and migration planning including inventory, risk assessment, and architecture design

📋 Phase 1 Tasks

📋 Prerequisites

  • Administrative access to infrastructure environment
  • Proper permissions and service accounts configured
  • Network connectivity verified
  • Documentation of current setup available

📦 Key Deliverables

  • Infrastructure assessment completed
  • Architecture design approved
  • Implementation plan finalized
  • Resource allocation confirmed

✅ Validation Criteria

  • All prerequisites verified and documented
  • Stakeholder approval received
  • Implementation approach validated
  • Risk mitigation strategies defined
2

Infrastructure Setup

Deploy Azure Files infrastructure including storage accounts, networking, authentication, and connectivity testing

📋 Phase 2 Tasks

📋 Prerequisites

  • Completed Phase 1 assessment
  • Service accounts with appropriate permissions
  • Required tools and SDKs installed
  • Backup of existing configuration

📦 Key Deliverables

  • Infrastructure components deployed
  • Security configurations implemented
  • Basic functionality validated
  • Documentation updated

✅ Validation Criteria

  • All infrastructure components operational
  • Security requirements satisfied
  • Connectivity and performance verified
  • No adverse impact on existing systems
3

Data Migration

Execute pre-migration testing, production data migration, and progress monitoring with validation

📋 Phase 3 Tasks

📋 Prerequisites

  • Deployed infrastructure from Phase 2
  • Test environment available
  • Required data sources accessible
  • Monitoring systems in place

📦 Key Deliverables

  • Data collection mechanisms operational
  • Processing pipelines configured
  • Integration testing completed
  • Performance baseline established

✅ Validation Criteria

  • Data collection functioning correctly
  • Processing accuracy verified
  • Integration points validated
  • Performance meets requirements
4

User Transition

Update Group Policy drive mappings, configure Citrix VDI environment, and deploy endpoint configurations

📋 Phase 4 Tasks

📋 Prerequisites

  • Phase 3 data processing operational
  • User communication plan executed
  • Support procedures documented
  • Rollback plan prepared

📦 Key Deliverables

  • User transition completed
  • Applications updated and tested
  • Training materials delivered
  • Support processes activated

✅ Validation Criteria

  • All users successfully transitioned
  • Applications functioning with new configuration
  • Support team trained and ready
  • User feedback collected and addressed
5

Post-Migration

Perform validation testing, configure hybrid services, implement monitoring, and decommission legacy infrastructure

📋 Phase 5 Tasks

📋 Prerequisites

  • Phase 4 user transition completed
  • System stability verified
  • Performance monitoring active
  • Operational procedures documented

📦 Key Deliverables

  • Full system operational
  • Monitoring and alerting active
  • Optimization measures implemented
  • Knowledge transfer completed

✅ Validation Criteria

  • System performing optimally
  • All monitoring in place and functional
  • Operational team fully trained
  • Documentation complete and accessible