Migrating large fleets of legacy applications to AWS cloud infrastructure requires careful planning, since each phase needs to balance risk tolerance against the speed of migration. Through participation in many large-scale migration engagements with customers, AWS Professional Services has developed a set of successful best practices, tools, and techniques that help migration factories optimize speed of delivery and success rate. In this session, we cover the complete lifecycle of an application portfolio migration with special emphasis on how to organize and conduct the assessment and how to identify elements that can benefit from cloud architecture.

1. ©2015, Amazon Web Services, Inc. or its affiliates. All rights reserved
Application Portfolio Migration
Paul Nau

2. Objectives
• Application modernization and AWS
o The decision flow, segmentation, and prioritization
• Building the App Migration Roadmap
o Tools, processes, and people required for mass migrations
• App Migration and IT Transformation
o App migrations are usually just a workstream in a larger
transformation program

3. App Modernization is a Decades-old Problem
Front-end
Servers
Old Environment
Business
Logic
Servers
Database
Servers
Infrastructure
Front-end
instances
New Environment
Business
Logic
instqances
Database
instances
Infrastructure
services
process
Common assumptions:
• The new environment can directly
map to the old environment
• Migration processes follow
traditional SDLC cycle
• Operations playbook will stay the
same
• People need minimal re-skilling
and restructuring
• Security, resiliency and availability
concepts are all the same in the
old and the new environment
people
technology

4. AWS Enables Many Migration Journeys
Experimentation Small-scale Production Running ‘All in’
Web Workloads
Quick
Lift and shift
Full datacenter
decommissioning
Refactoring and
re-platforming

5. Defining the Migration Strategy
Traditional
Cost-
focused
Innovative
Quality-
driven
Growing
Ideal state
Reducing
the cost
Stimulating
Innovation
Stimulating
growth
Improving
quality
Preparing
For M&A
Diversifying
the business

6. Sample Migration Roadmap
Program
Planning
Cloud
Business
Case
Define
Security
Requirements
Define
Network
Environment
Organizational
Structure
Operational
Integration
Security
Operations
Playbook
Cloud
Environment
Optimization
Application
Portfolio
Assessment
Cost and
Billing
Analysis
Training &
Readiness
Define Cloud
Environments
Define EA
Policies and
Practices
Continuous
Integration &
Delivery
Data
Migration
Application
Migration
Factory
Cloud
Readiness
Assessment

7. Building the App Migration Roadmap
App Portfolio Assessment
Platform Integration
Data Migration
Application Integration
Refactoring & Modernization
Operational Integration
Cloud Adoption
Framework
App Migration
Methodology
App Migration
Roadmap
1
2
3
4
5
6
Strategy Analysis Design Transition Operations Improvement

8. Strategy Analysis Design Transition Operations Improvement
Plan RunBuild
• Detailed
migration plan
• Estimate effort
• Security & risk
assessment
• Network
topology
• Migrate
• Deploy
• Validate
• Assessment &
Profiling
• Prioritization
• Data
requirements &
classification
• Business logic
& Infrastructure
dependencies
• Pilot testing
• Transition to
support
• Release
management
• Cutover &
Decommission
• Staff Training
• Monitoring
• Incident
Management
• Provisioning
• Monitoring-
driven
optimization
• Continuous
Integration and
Continuous
Deployment
App Migration
Assessment
Re-hosting
(Lift & Shift)
App Portfolio Optimization
Re-platforming
(Lift & Reshape)
App Migration Methodology

9. • Conduct application
discovery workshop
• Interview application
owners
• Implement tool-based
discovery
• Profiling application
inventory
• Identifying complexity,
criticality and
preferences
• Clustering and
prioritizing
• Driven by
prioritization, skills
and best practices
• Use best patterns
• Capture inter-
dependencies
• From “lift and shift” to
“drop and shop”
• Expect complete IT
transformation
• Include IT process
changes and
organizational change
management
• Focus on new
Operations model
Application Portfolio Assessment
Collecting
application
portfolio
inventory
Defining
segmentation
and prioritization
criteria
Determining
application
migration
options
Creating
application
migration
roadmap

10. Strategy
Services
Infrastructure Services
Platform Services
Software Services
Governance
Services
Application
Delivery
Services
IT Service &
Operations
Mgt
Compute
Network
Database
Storage
Monitorin
g
Identity &
Access
ALM DLM Search
Messaging
Data
Processing
Orchestration
Notification
Analytics
LOB BI PLM
ECM CRM UC
eCommerce
Collaboration
Architecture
Services
Procurement
Services
Planning
Services
Release Mgmt
Change Mgmt
Risk Mgmt
Testing and
Acceptance
Application
Maintenance
Application
Delivery
Disaster
Recovery
SLA, Incident &
Problem Mgt
Security
Management
ILM
Auditing
Re-factoring
Rewrite & decouple
Re-platforming
Lift & shift
Re-Purchasing
Drop & shop
Application Dispositions – Simplified View

11. Application Disposition – All Options
Discover,
Assess (Enterprise
Architecture and
Applications)
Lift and Shift
(Minimal
Change)
Migration and
UAT Testing Operate
Refactor
for AWS
Application
Lift and shift
Move the App
Infrastructure
Plan Migration
and Sequencing
Determine
Migration Path
Decommission
Do Not Move
Design, Build AWS
Environment
Move the
Application
Determine
Migration
Process
Manually Move
App and Data
3rd Party Tools
AWS VM Import
Refactor
for AWS
Rebuild Application
Architecture
Vendor
S/PaaS
(if available)
3rd Party Migration Tool
Manually Move App and Data
Determine
Migration Process
Replatform
(typically legacy
applications)
Recode App
Components
Rearchitect
Application
Recode
Application
Architect AWS Environment
and Deploy App, Migrate Data
Signoff
Tuning Cutover
Org/Ops
Impact
Analysis
Identify
Ops Changes
Change
Management
Plan

12. Platform Integration
• Infrastructure Services for Compute, Storage
and Networking
• Achieve Cost Reduction, quality increase and
increased agility through lift&shift and afterwards
optimization with cloud-native features (scaling,
recovery, just-in-time infra, provisioning)
• AWS provides Public Cloud computing platform,
including managed DB, Storage, Networking &
Automation, Logging, Scaling, DR, data
integration, tooling
Strate
gy
Infra Stack
IT Stack:
Platform & Application
Services
Integrated Stack:
Software Services
Gover
nance
App
AD &
AM
IT
Servic
e &
Sec
Strate
gy
Integrated Stack:
Software Services
Gover
nance
App
AD &
AM
IT
Servic
e &
Sec
• Supplier provides business service, billing
based on business KPIs (i.e. seats,
transactions), service model
• Includes service monitoring & maintenance,
excludes operations, to be integrated with
customer tools
• AWS provides integrated end user computing
AWS provides full breadth of best of breed
services to Integrated Stack suppliers
Strate
gy
Infra
Stack
IT
Stack
Integ
rated
Stack
Gover
nance
App
AD &
AM
IT
Servic
e &
Sec
• Set of best-of-breed, integrated components
with clearly defined scope, SLAs and APIs
• New developments (incl. Agile/DevOps) are
Cloud-native (“infrastructure as code”)
• Implementation guidance: highest aggregated
service over lower individual components
• AWS provides breadth of managed IT Stacks,
including DWH, BigData, AppStreaming, Mobile,
Deployment
Stack for Legacy Apps Integrated IT StackStack for new dev & modernization

13. Application Migration – Compute
• Agent on source system cloning OS image
• Snapshotting source image to target system
• Typically one time migration
Host/OS Cloning
• Agent based data replication of source system
at file system or boot level
• Continuously replicating into target volumes
DR Replication
• Agentless, converts copies of vmdk into ovf
format
• Import into AWS through API
VM Conversion
• Agent on source monitor source app
• Containerize application
• Redeploy on provisioned target system
App Container
AWS

14. Data Migration
AWS Direct
Connect
Solution
Providers
(Aspera, Avers,
Ctera, Panzura,
Riverbed,
Tsunami, )
Transfer to S3
over Internet
AWS Import
Export
VelocityofData
Size of Data

15. Database Migration Tooling
MS SQL Server
Oracle DB
MySQL
PostgreSQL
Postgre-R/BDR
SymmetricDS
Mammoth Replicator
Mysqlreplicate
Import/Export/Log
Attunity Cloudbeam
Informatica
DBMoto
WSFC & Log
Shipping
NetApp SnapMirror
Active Data Guard
Golden Gate
NetApp SnapMirror
AWS
Attunity Cloudbeam
Informatica
DBMoto
Attunity Cloudbeam
Informatica
DBMoto
Most Commonly database in enterprise landscape

16. FoundationalServices
Application Integration
PlatformServices
Security Firewall Identity & Access Auditing Encryption
Storage Object Store File Store Archiving Backup/Recovery Storage Integration
Compute General Purpose Compute optimized Memory Optimized GPU Optimized Storage Optimized
Server OS Linux BSD Windows Other
Data Integration ETL/ELT Replication Queueing Data Load MDM
AppServices
Mobile App Store Push Analytics Identity
Composites Search Workflow Messaging Streaming TranscodingOrchestration
Protocols http REST SMTP IM/SMS SOAP/WS-* RDP/VNCSSH
Clients Browser Email Legacy App Mobile App TXTStore app Term
Data Analytics Data streaming Data Processing Data Mining Machine Learning Event Processing
Networking Cloud Isolation Connectivity Elasticity Name ResolutionContent Delivery
App Server Java PHP Python Ruby .NET Node.js SAP
Database Relational NoSQL In-memory DB Data Warehouse HANA
Using conceptual canvas that
spans Infrastructure, platform
and application services,
architects can easily plan
application integration across
stacks, services and
solutions.

17. Operational Integration
Presentation Layer
Service Integration Layer
Environments Layer
Internal Outsourced AWS Cloud n
Assets & CIs
Metering
Logs
Events
Alerts
Operations
Data
Warehouse
Service Management Governance Operations
Services
Catalogue
Service Desk Service Portal APIs
Standards
Policies
Principles
Templates
Definitions
Patterns
Constraints
How?
States
CMDB
Financials
Metrics
Reports
Analysis
What?
Runbook
Repository

18. Migration ISV Portfolio
Resource Planning Migration/ Integration Tools
Validation Tools
Optimization (Performance/Cost)
Discovery Tools Service Management
Cloud Management Service
Monitoring
CI/CD
Strategy Analysis Design Transition Operations Improvement
Plan RunBuild

19. AWS Adoption Journey
What skills are
required?
How to compose
migration team?
How to drive
migration
programs?
Strategy for
quality delivery?
Will risk increase?
Can we run cloud
secure and
compliant?
What are the
priorities?
When to deliver
solutions?
How to design
foundations?
How to migrate
workloads?
What tooling do
we need?
What is the new
ITSM cycle?
Business Impact?
What to
measure?
How to measure?
People
Perspective
Process
Perspective
Security
Perspective
Maturity
Perspective
Platform
Perspective
Operations
Perspective
Business
Perspective

20. Takeaways
• Application Migration requires a structured
approach to assure consistent value realization
• Do not over-analyze and over-design
– use optimization cycle to iterate
• Application migration is just a piece of large-
scale Cloud Adoption
– The Cloud Adoption Framework whitepaper:
http://bit.ly/AWSCAF