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SMB to Azure Files Migration

Tasks

Track the progress of all project milestones and deliverables. Each task includes detailed acceptance criteria, priority levels, and component assignments.

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SMB Share Discovery and Analysis

Execute comprehensive SMB share inventory across all file servers using Get-SMBShareInventory.ps1

8 POINTS
Priority: HIGH
Phase: Phase 1
Assignee: Infrastructure Team
Component: Discovery

Acceptance Criteria:

  • Complete inventory of SMB shares across all file clusters
  • Permission mapping and NTFS ACL analysis
  • Usage statistics and file access patterns collected
  • Share dependencies and business criticality documented

Migration Planning and Risk Assessment

Analyze usage patterns, design target architecture, and develop detailed migration plan with timelines

13 POINTS
Priority: HIGH
Phase: Phase 1
Assignee: Architecture Team
Component: Planning

Acceptance Criteria:

  • Target Azure Files architecture designed with proper security
  • Detailed migration plan with timelines and phases
  • Risk assessment with mitigation strategies
  • Storage requirements estimation and cost analysis
  • Configuration files setup (shares-config.csv, migration-config.csv)

Deploy Azure Files Infrastructure

Deploy Azure storage accounts and file shares using ARM template deployment

10 POINTS
Priority: HIGH
Phase: Phase 2
Assignee: Cloud Team
Component: Infrastructure

Acceptance Criteria:

  • Azure storage accounts deployed with proper redundancy
  • File shares created with appropriate quotas and performance tiers
  • Private endpoints configured for secure access
  • Resource groups and tagging strategy implemented

Configure Network Connectivity

Set up hybrid connectivity, DNS resolution, and firewall rules for Azure Files access

8 POINTS
Priority: HIGH
Phase: Phase 2
Assignee: Network Team
Component: Networking

Acceptance Criteria:

  • ExpressRoute or VPN Gateway configured for hybrid connectivity
  • DNS settings updated to resolve Azure Files endpoints
  • Firewall rules configured to allow SMB traffic (port 445)
  • Network security groups applied with proper access controls

Configure Authentication Setup

Enable Azure AD Domain Services authentication and sync security groups

8 POINTS
Priority: HIGH
Phase: Phase 2
Assignee: Identity Team
Component: Authentication

Acceptance Criteria:

  • Azure AD DS authentication enabled on storage accounts
  • Security groups synchronized from on-premises AD
  • Permission inheritance verified and tested
  • Domain-joined client authentication validated

Test Infrastructure Connectivity

Verify connectivity and performance from client environments to Azure Files

5 POINTS
Priority: MEDIUM
Phase: Phase 2
Assignee: Infrastructure Team
Component: Testing

Acceptance Criteria:

  • Connectivity tested from various client types
  • Performance benchmarks established
  • Authentication flows validated
  • Network troubleshooting procedures documented

Pre-Migration Testing

Create test file share and validate migration processes with sample data

8 POINTS
Priority: HIGH
Phase: Phase 3
Assignee: Migration Team
Component: Testing

Acceptance Criteria:

  • Test Azure file share created and configured
  • Sample data migration executed successfully
  • User access tested from various client types
  • Performance validation completed
  • Issues documented with resolution procedures

Execute Production Data Migration

Run data migration using Start-DataMigration.ps1 with progress tracking and validation

21 POINTS
Priority: HIGH
Phase: Phase 3
Assignee: Migration Team
Component: Migration

Acceptance Criteria:

  • Pre-migration validation of source and destination
  • Initial data copy with concurrent job management
  • Permission migration preserving NTFS ACLs
  • Delta synchronization for changed files
  • Final validation and integrity checks completed

Monitor Migration Progress

Track migration progress using monitoring dashboard with real-time metrics

5 POINTS
Priority: MEDIUM
Phase: Phase 3
Assignee: Operations Team
Component: Monitoring

Acceptance Criteria:

  • Real-time progress tracking dashboard deployed
  • Error reporting and resolution tracking
  • Performance metrics and bandwidth usage monitoring
  • ETA calculations and completion forecasting

Update Drive Mappings via Group Policy

Execute drive mapping updates using Update-DriveMappings.ps1 with GPO management

13 POINTS
Priority: HIGH
Phase: Phase 4
Assignee: Systems Team
Component: User Transition

Acceptance Criteria:

  • Existing GPOs backed up before making changes
  • Drive mapping updates tested in isolated OU
  • Phased deployment by user groups
  • User logon monitoring for mapping issues
  • Rollback procedures validated and documented

Configure Citrix VDI Environment

Update Citrix policies, StoreFront, and published applications for new share access

10 POINTS
Priority: HIGH
Phase: Phase 4
Assignee: Citrix Team
Component: Citrix Integration

Acceptance Criteria:

  • Citrix policies updated for new drive mappings
  • StoreFront configured for Azure Files access
  • Published applications tested with new paths
  • Load balancing configuration updated if applicable

Configure Windows 10/11 Endpoints

Deploy configuration updates to mobile devices and laptops

8 POINTS
Priority: MEDIUM
Phase: Phase 4
Assignee: Endpoint Team
Component: Endpoint Management

Acceptance Criteria:

  • GPO updates deployed via SCCM or similar
  • Offline files configured if required
  • VPN connectivity to Azure Files tested
  • Backup configurations updated for new paths

Execute Migration Validation and Testing

Run comprehensive validation using Test-MigrationHealth.ps1 with performance tests

10 POINTS
Priority: HIGH
Phase: Phase 5
Assignee: Quality Assurance Team
Component: Validation

Acceptance Criteria:

  • All users can access their files successfully
  • Applications function correctly with new paths
  • Permissions preserved and validated
  • Performance meets established requirements
  • Backup procedures updated and tested

Configure Azure File Sync (Optional)

Set up Azure File Sync for hybrid scenarios using Configure-AzureFileSync.ps1

8 POINTS
Priority: MEDIUM
Phase: Phase 5
Assignee: Hybrid Team
Component: Hybrid Services

Acceptance Criteria:

  • Storage Sync Service deployed and configured
  • Sync groups and server endpoints created
  • Cloud tiering enabled with appropriate policies
  • Volume free space percentage optimized
  • Sync health monitoring implemented

Implement Monitoring and Maintenance

Set up Azure Monitor alerts, Log Analytics, and establish operational procedures

8 POINTS
Priority: MEDIUM
Phase: Phase 5
Assignee: Operations Team
Component: Operations

Acceptance Criteria:

  • Azure Monitor alerts configured for storage metrics
  • Log Analytics workspace setup for audit logging
  • Regular health check procedures scheduled
  • Operational runbooks documented and tested

Decommission Legacy Infrastructure

Safely decommission old file servers after successful migration validation

5 POINTS
Priority: LOW
Phase: Phase 5
Assignee: Infrastructure Team
Component: Cleanup

Acceptance Criteria:

  • Final validation of complete migration
  • Legacy share access disabled and monitored
  • Server decommissioning procedures followed
  • Asset disposal and security compliance verified

Develop Rollback Procedures

Create and test emergency rollback procedures for critical migration issues

8 POINTS
Priority: HIGH
Phase: Cross-Phase
Assignee: Migration Team
Component: Risk Management

Acceptance Criteria:

  • Emergency rollback procedures documented
  • GPO backup and restoration procedures tested
  • DNS and share reversion procedures validated
  • Communication plan for rollback scenarios

User Communication and Training

Develop comprehensive communication plan and training materials for end users

8 POINTS
Priority: MEDIUM
Phase: Cross-Phase
Assignee: Change Management Team
Component: Change Management

Acceptance Criteria:

  • Communication plan with timeline and stakeholders
  • User training materials and documentation
  • Support procedures for migration-related issues
  • Feedback collection and response mechanisms

Performance Optimization

Implement performance monitoring and optimization for Azure Files environment

5 POINTS
Priority: MEDIUM
Phase: Cross-Phase
Assignee: Performance Team
Component: Optimization

Acceptance Criteria:

  • Premium storage implemented for high-performance workloads
  • Private endpoints optimized for performance
  • SMB client settings tuned for best performance
  • Performance baseline established and monitored

Security Implementation

Implement comprehensive security measures and compliance controls

8 POINTS
Priority: HIGH
Phase: Cross-Phase
Assignee: Security Team
Component: Security

Acceptance Criteria:

  • Azure AD DS authentication fully implemented
  • Private endpoints configured to avoid internet traffic
  • RBAC properly implemented on storage accounts
  • Audit logging enabled for compliance requirements

Documentation and Knowledge Transfer

Create comprehensive documentation and train support staff on new environment

5 POINTS
Priority: MEDIUM
Phase: Cross-Phase
Assignee: Documentation Team
Component: Knowledge Transfer

Acceptance Criteria:

  • Operational procedures comprehensively documented
  • Troubleshooting guides created and tested
  • Support staff trained on new environment
  • Architecture diagrams and system documentation updated