SSO MCP Server

# System Migration Plan Template ## Migration Project: [Project Name] **Prepared By**: [Architect Name] **Date Created**: [YYYY-MM-DD] **Last Updated**: [YYYY-MM-DD] **Version**: [1.0] --- ## 1. Executive Summary [Provide a brief overview of the migration project, including the rationale, high-level approach, timeline, and expected outcomes.] **Migration Type**: [e.g., Cloud migration, Database migration, Platform modernization, Monolith to Microservices] **Key Objectives**: * [Objective 1]: [e.g., "Improve system performance by 50%"] * [Objective 2]: [e.g., "Reduce infrastructure costs by 30%"] * [Objective 3]: [e.g., "Enable continuous deployment"] **Timeline**: [X months] from [Start Date] to [End Date] --- ## 2. Current State Assessment ### 2.1 Existing System Overview **Architecture**: [Brief description of current architecture] **Technology Stack**: | Component | Technology | Version | | :--- | :--- | :--- | | Frontend | [Technology] | [Version] | | Backend | [Technology] | [Version] | | Database | [Technology] | [Version] | | Infrastructure | [On-premise/Cloud] | [Details] | **System Metrics**: * **Users**: [Number of active users] * **Data Volume**: [Total data size] * **Transaction Volume**: [Requests per day/month] * **Uptime**: [Current availability percentage] ### 2.2 Pain Points and Limitations | Issue | Impact | Priority | | :--- | :--- | :---: | | [Issue 1] | [Business/technical impact] | High/Med/Low | | [Issue 2] | [Business/technical impact] | High/Med/Low | | [Issue 3] | [Business/technical impact] | High/Med/Low | **Technical Debt**: * [Technical debt item 1] * [Technical debt item 2] **Scalability Constraints**: * [Constraint 1] * [Constraint 2] --- ## 3. Target State Architecture ### 3.1 Desired Architecture **Architecture Pattern**: [e.g., Microservices, Event-driven, Serverless] **Technology Stack**: | Component | Technology | Version | Rationale | | :--- | :--- | :--- | :--- | | Frontend | [Technology] | [Version] | [Why chosen] | | Backend | [Technology] | [Version] | [Why chosen] | | Database | [Technology] | [Version] | [Why chosen] | | Infrastructure | [Cloud/Hybrid] | [Details] | [Why chosen] | **Architecture Diagram**: [Include or link to target state architecture diagram] ### 3.2 Expected Benefits **Quantitative Benefits**: * **Performance**: [e.g., "50% reduction in API response time"] * **Cost**: [e.g., "30% reduction in infrastructure costs"] * **Scalability**: [e.g., "Support 10x current user load"] * **Availability**: [e.g., "Improve uptime from 99.5% to 99.95%"] **Qualitative Benefits**: * [Benefit 1]: [e.g., "Faster feature delivery"] * [Benefit 2]: [e.g., "Improved developer experience"] * [Benefit 3]: [e.g., "Better system observability"] --- ## 4. Migration Strategy ### 4.1 Migration Approach **Selected Strategy**: [Big Bang / Phased / Strangler Pattern / Parallel Run] **Rationale**: [Explain why this approach was chosen] ### 4.2 Migration Patterns #### Strangler Pattern (Recommended for Monolith → Microservices) ``` ┌─────────────────────────────────────────┐ │ Load Balancer / Router │ └─────────────────────────────────────────┘ ▼ ▼ ┌─────────────────┐ ┌──────────────────┐ │ Legacy System │ │ New Services │ │ (Shrinking) │ │ (Growing) │ └─────────────────┘ └──────────────────┘ ``` **Process**: 1. Route new features to new services 2. Gradually extract existing features 3. Eventually decommission legacy system --- #### Phased Migration ``` Phase 1: Non-critical services → Cloud Phase 2: Customer-facing services → Cloud Phase 3: Core transactional services → Cloud Phase 4: Decommission legacy infrastructure ``` --- ### 4.3 Rollback Strategy **Rollback Triggers**: * [Trigger 1]: [e.g., "Error rate exceeds 5%"] * [Trigger 2]: [e.g., "Performance degradation > 20%"] * [Trigger 3]: [e.g., "Data integrity issues detected"] **Rollback Procedure**: 1. [Step 1]: [e.g., "Switch traffic back to legacy system"] 2. [Step 2]: [e.g., "Restore database from backup"] 3. [Step 3]: [e.g., "Notify stakeholders"] 4. [Step 4]: [e.g., "Conduct root cause analysis"] **Rollback Window**: [Time period during which rollback is possible] --- ## 5. Migration Phases ### Phase 1: Preparation and Planning (Weeks 1-4) **Objectives**: * Finalize migration plan * Set up target infrastructure * Establish monitoring and observability * Prepare team and stakeholders **Activities**: | Activity | Owner | Duration | Status | | :--- | :--- | :--- | :--- | | Detailed architecture design | [Name] | 1 week | Not Started | | Infrastructure provisioning | [Name] | 2 weeks | Not Started | | Set up CI/CD pipeline | [Name] | 1 week | Not Started | | Team training | [Name] | 2 weeks | Not Started | | Communication plan execution | [Name] | Ongoing | Not Started | **Success Criteria**: * ☐ Target infrastructure provisioned and tested * ☐ CI/CD pipeline operational * ☐ Team trained on new technologies * ☐ Stakeholders briefed on migration plan --- ### Phase 2: Data Migration (Weeks 5-8) **Objectives**: * Migrate data to target system * Validate data integrity * Establish data synchronization **Data Migration Approach**: 1. **Schema Mapping**: Map source schema to target schema 2. **ETL Pipeline**: Extract, Transform, Load data 3. **Validation**: Compare checksums, row counts, sample data 4. **Sync Strategy**: [Real-time replication / Batch sync / Dual-write] **Data Categories**: | Category | Volume | Strategy | Owner | Duration | | :--- | ---: | :--- | :--- | :--- | | User Data | [X GB] | [One-time load] | [Name] | [X days] | | Transactional Data | [X GB] | [Real-time sync] | [Name] | [X days] | | Archival Data | [X TB] | [Batch migration] | [Name] | [X weeks] | **Data Validation Checklist**: * ☐ Row counts match source and target * ☐ Data types converted correctly * ☐ Foreign key relationships preserved * ☐ Sample data spot-checked * ☐ Performance benchmarks met --- ### Phase 3: Application Migration (Weeks 9-16) **Objectives**: * Migrate application services * Conduct thorough testing * Optimize performance **Migration Sequence**: | Order | Service/Component | Dependencies | Duration | Risk | | :---: | :--- | :--- | :--- | :---: | | 1 | [Service 1] | [Dependencies] | [X weeks] | Low | | 2 | [Service 2] | [Service 1] | [X weeks] | Med | | 3 | [Service 3] | [Service 1, 2] | [X weeks] | High | **Testing Strategy**: * **Unit Testing**: [Coverage target: 80%] * **Integration Testing**: [Test critical workflows] * **Performance Testing**: [Load test at 2x expected traffic] * **Security Testing**: [Vulnerability scan, penetration testing] * **User Acceptance Testing**: [UAT with key users] --- ### Phase 4: Cutover and Go-Live (Weeks 17-18) **Objectives**: * Execute final cutover * Monitor system health * Provide hypercare support **Cutover Plan**: **Pre-Cutover (1 week before)**: * ☐ Final data sync * ☐ Smoke testing in production environment * ☐ Communication to users about maintenance window * ☐ Prepare rollback scripts and procedures **Cutover Day**: | Time | Activity | Owner | Duration | | :--- | :--- | :--- | :--- | | 00:00 | Freeze source system | [Name] | 5 min | | 00:05 | Final data migration | [Name] | 2 hrs | | 02:05 | Data validation | [Name] | 30 min | | 02:35 | Switch DNS/traffic | [Name] | 15 min | | 02:50 | Smoke testing | [Name] | 30 min | | 03:20 | Monitor metrics | [Name] | 1 hr | | 04:20 | Go/No-Go decision | [Name] | 10 min | | 04:30 | Open system to users | [Name] | - | **Post-Cutover**: * ☐ Continuous monitoring for 24 hours * ☐ Hypercare support team available * ☐ Daily status updates for first week * ☐ Gradual increase in traffic if using canary deployment --- ### Phase 5: Post-Migration Optimization (Weeks 19-20) **Objectives**: * Optimize performance * Resolve issues * Decommission legacy system **Activities**: * Performance tuning based on production data * Cost optimization * Documentation updates * Knowledge transfer * Legacy system decommissioning --- ## 6. Risk Management ### 6.1 Risk Register | Risk ID | Risk | Probability | Impact | Mitigation | Owner | | :--- | :--- | :---: | :---: | :--- | :--- | | R-001 | Data loss during migration | Low | High | [Mitigation strategy] | [Name] | | R-002 | Extended downtime | Med | High | [Mitigation strategy] | [Name] | | R-003 | Performance degradation | Med | Med | [Mitigation strategy] | [Name] | | R-004 | Integration failures | Med | High | [Mitigation strategy] | [Name] | | R-005 | User adoption issues | Low | Med | [Mitigation strategy] | [Name] | ### 6.2 Contingency Plans **If data migration fails**: 1. [Action 1] 2. [Action 2] **If performance issues arise**: 1. [Action 1] 2. [Action 2] **If integration breaks**: 1. [Action 1] 2. [Action 2] --- ## 7. Testing Strategy ### 7.1 Test Environments | Environment | Purpose | Access | | :--- | :--- | :--- | | Development | Development and unit testing | [Dev team] | | QA | Integration and system testing | [QA team] | | Staging | Production-like testing | [All teams] | | Production | Live system | [Ops team] | ### 7.2 Test Types **Functional Testing**: * Verify all features work as expected * Test edge cases and error handling **Performance Testing**: * Load testing: [Target load] * Stress testing: [150% of target load] * Soak testing: [24-hour sustained load] **Security Testing**: * Vulnerability scanning * Penetration testing * Compliance verification **User Acceptance Testing**: * [X] business users * [Y] test scenarios * [Z] days duration ### 7.3 Test Success Criteria * ☐ All critical and high-priority test cases pass * ☐ Performance meets or exceeds current system * ☐ No critical or high-severity defects * ☐ UAT sign-off received * ☐ Security scan passes with no high-risk vulnerabilities --- ## 8. Data Migration Details ### 8.1 Data Inventory | Data Category | Source | Target | Volume | Strategy | | :--- | :--- | :--- | ---: | :--- | | [Category 1] | [Source DB] | [Target DB] | [X GB] | [Strategy] | | [Category 2] | [Source DB] | [Target DB] | [X GB] | [Strategy] | ### 8.2 Data Transformation Rules | Field | Source Format | Target Format | Transformation Logic | | :--- | :--- | :--- | :--- | | [Field 1] | [Format] | [Format] | [Logic] | | [Field 2] | [Format] | [Format] | [Logic] | ### 8.3 Data Validation **Validation Methods**: * **Row Count**: Compare source and target table row counts * **Checksum**: Calculate and compare checksums for data integrity * **Sample Verification**: Manual review of sample records * **Referential Integrity**: Verify foreign key relationships **Validation Queries**: ```sql -- Example: Compare row counts SELECT COUNT(*) FROM source.users; SELECT COUNT(*) FROM target.users; -- Example: Checksum validation SELECT CHECKSUM_AGG(CHECKSUM(*)) FROM source.users; SELECT CHECKSUM_AGG(CHECKSUM(*)) FROM target.users; ``` --- ## 9. Communication Plan ### 9.1 Stakeholder Communication | Stakeholder Group | Communication Type | Frequency | Owner | | :--- | :--- | :--- | :--- | | Executive Leadership | Status report | Weekly | [PM] | | End Users | Email updates | Bi-weekly | [PM] | | Technical Teams | Standup | Daily | [Tech Lead] | | Support Team | Training session | One-time | [BA] | ### 9.2 Communication Templates **Status Update Email**: ``` Subject: [Project Name] Migration - Week [X] Update Current Phase: [Phase name] Progress: [X]% complete Upcoming Milestones: [List] Risks/Issues: [Summary] Next Steps: [Actions] ``` **Go-Live Announcement**: ``` Subject: [System Name] Migration Complete We are pleased to announce that the migration to [new system] is complete. What to expect: [Changes] Support: [Contact info] Feedback: [Survey link] ``` --- ## 10. Training and Documentation ### 10.1 Training Plan | Audience | Training Topic | Format | Duration | Date | | :--- | :--- | :--- | :--- | :--- | | [Group 1] | [Topic] | [Workshop/Video] | [X hours] | [Date] | | [Group 2] | [Topic] | [Workshop/Video] | [X hours] | [Date] | ### 10.2 Documentation Deliverables * ☐ Technical architecture documentation * ☐ API documentation * ☐ User guides * ☐ Administrator guides * ☐ Runbooks for operations * ☐ Troubleshooting guides * ☐ FAQ document --- ## 11. Success Metrics ### 11.1 Key Performance Indicators | Metric | Baseline | Target | Measurement Method | | :--- | :--- | :--- | :--- | | Migration Completion | 0% | 100% | [Milestones complete] | | System Uptime | [X]% | [Y]% | [Monitoring tool] | | API Response Time | [X]ms | [Y]ms | [APM tool] | | User Satisfaction | [X]/10 | [Y]/10 | [Survey] | | Cost Reduction | $0 | $[X] | [Financial report] | ### 11.2 Go-Live Success Criteria * ☐ All planned features migrated * ☐ Performance meets or exceeds targets * ☐ No critical defects * ☐ User acceptance obtained * ☐ Documentation complete * ☐ Support team trained --- ## 12. Budget and Resources ### 12.1 Budget Summary | Category | Estimated Cost | Actual Cost | Variance | | :--- | ---: | ---: | ---: | | Infrastructure | $[Amount] | $[Amount] | $[Amount] | | Software Licenses | $[Amount] | $[Amount] | $[Amount] | | Professional Services | $[Amount] | $[Amount] | $[Amount] | | Training | $[Amount] | $[Amount] | $[Amount] | | Contingency (15%) | $[Amount] | $[Amount] | $[Amount] | | **Total** | **$[Total]** | **$[Total]** | **$[Total]** | ### 12.2 Resource Allocation | Role | Name | Allocation (%) | Duration | | :--- | :--- | :---: | :--- | | Project Manager | [Name] | 100% | [X months] | | Solution Architect | [Name] | 50% | [X months] | | Developers | [Names] | 100% | [X months] | | QA Engineers | [Names] | 100% | [X months] | | DevOps Engineer | [Name] | 75% | [X months] | --- ## 13. Post-Migration Review ### 13.1 Lessons Learned [To be completed after migration] **What Went Well**: * [Item 1] * [Item 2] **What Could Be Improved**: * [Item 1] * [Item 2] **Recommendations for Future Migrations**: * [Recommendation 1] * [Recommendation 2] ### 13.2 Final Metrics [To be completed after migration stabilization period] --- ## 14. Appendices ### Appendix A: Detailed Technical Specifications [Link to architecture diagrams, API specs, etc.] ### Appendix B: Data Mapping Documents [Link to detailed data mapping spreadsheets] ### Appendix C: Test Plans and Test Cases [Link to comprehensive test documentation] ### Appendix D: Runbooks [Link to operational runbooks] --- ## 15. Revision History | Version | Date | Author | Changes | | :--- | :--- | :--- | :--- | | 1.0 | YYYY-MM-DD | [Name] | Initial migration plan | | 1.1 | YYYY-MM-DD | [Name] | [Changes made] |