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Data Migration

Controlled process for migrating data between systems with validation and rollback.

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Data Migration
Duration:1–3 weeks
Roles:Data Engineer, DBA, Project Manager
Cadence:Per migration
ITComplex

Steps

  1. 1

    Define migration scope

    Identify source/target systems, data sets, and transformation rules.

  2. 2

    Assess data quality

    Audit source data for duplicates, missing fields, and inconsistencies.

  3. 3

    Design migration plan

    Map fields, define ETL processes, and plan rollback steps.

  4. 4

    Set up staging environment

    Create a test environment mirroring production.

  5. 5

    Build migration scripts

    Develop and test extraction, transformation, and load scripts.

  6. 6

    Run test migration

    Execute a full dry run in staging and validate results.

  7. 7

    Stakeholder sign-off

    Get approval to proceed with production migration.

  8. 8

    Execute production migration

    Run the migration during the planned maintenance window.

  9. 9

    Validate data

    Run validation queries and compare record counts and checksums.

  10. 10

    Decommission old system

    Archive source system and update documentation.

Customize this template

This template is a starting point. Customize steps, owners, deadlines, and proof requirements to match your exact workflow.

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