02 - Configuring a Migration Workstation (For One Concurrent Migration)

02 - Configuring a Migration Workstation (For One Concurrent Migration)

Recommended Location

A migration workstation configured this way can be located in any of the following locations:
  1. in your office
  2. in your data center
  3. on the same network as the customer's server (if they are moving from an on-premise application)

Hardware Specifications

Standard Specs

(For Firms with less than 100 total users - including inactive users.)

  • Windows 11 Pro. A fresh installation that is has never been attached to a domain, Microsoft Entra, or similar technology.
  • Wired internet connection.  This means there is some form of wire connection that is unbroken from your PC to the internet.  This would exclude using satellite, or a cellular based modem that you connect your PC to using a wire as there is a portion of the connection path that is not wired.
  • 100Mbit+ Internet Connection.  This means the migration workstation must have an internet connection with sufficient speeds for facilitating a data backup.
  • i7-12700K Processor* or above
  • 32 GB of RAM* or more
  • Hard Drives * configured as specified:
    • Use only PCIE4 M.2-or-above SSDs
    • Supports read/write speeds of at least 3500mb/sec.
    • If no data is being backed up from cloud systems:
      • The C:\ drive should be at least 1TB in size per 10-million documents.
    • If less than 2TB of data are being backed up from cloud systems:
      • The C:\ drive should be at least 1TB in size per 10-million documents plus twice the size of any documents that will be backed up from any cloud-based systems. **
    • If more than 2TB of data are being backed up from cloud systems:
      • The C:\ drive should be at least 1TB in size per 10-million documents.
      • Additional 4-TB-or-above M.2 SSDs should be installed so that the total non-C-drive space is twice the size of any documents that will be backed up from any cloud-based systems. **

* No Old Parts:  No PC should be used that has a CPU, RAM, SSD Hard Drive(s) with a model number that was first manufactured more than three years ago.
** If you are migrating from an on-premise application that stores documents on a local server/file share, then you do not need the additional storage. 


Enterprise Specs

(For firms with more than 100 total users - including inactive users)

  • Windows 11 Pro. A fresh installation that is has never been attached to a domain.
  • Wired internet connection.  This means there is some form of wire connection that is unbroken from your PC to the internet.  This would exclude using satellite, or a cellular based modem that you connect your PC to using a wire as there is a portion of the connection path that is not wired.
  • 100Mbit+ Internet Connection.  This means the migration workstation must have an internet connection with sufficient speeds for facilitating a data backup.
  • i7-12700K Processor* or above
  • 128 GB of RAM* or more
  • At Least three PCIE4+ M.2 SSDs that *:
    • Are 4,000GB in Size
    • Supports read/write speeds of at least 7000mb/sec.
    • In aggregate, are twice the size of any documents that will be backed up from any cloud-based systems. **

* No Old Parts:  No PC should be used that has a CPU, RAM, SSD Hard Drive(s) with a model number that was first manufactured more than three years ago.
** If you are migrating from an on-premise application that stores documents on a local server/file share, then you do not need the additional storage. 

Review this article for instructions on how to determine the recency of a device.

Required Software Configuration

Once the above system is available, please install the following software on exactly as specified.

    • Related Articles

    • 03 - Configuring a Migration Workstation (for Multiple Concurrent Migrations)

      Recommended Location A migration workstation configured this way should be located: in your office or your data center Recommended Specs Before we get started, you should have a modern PC with the following specs or better. Recommended Hardware ...

    • 01 - Configuring a Migration Workstation

      Location Matters Please refer to this article for information on where a migration workstation should be provisioned. Best Practice: Choosing the Right Location for a Migration Workstation For Multiple Concurrent Migrations If you intend to do lots ...

    • 04 - Requesting a Migration Workstation

      When you are doing a migration from an on-premise application, you will need the firm's IT provider to set up a migration workstation for you. After you have been introduced to a firm's IT department, we recommend sending them an email similar to the ...

    • 03.08 - Scoping Topics: Do you really need a migration workstation?

      When you are migrating a firm from an on-premises application, they should provide a migration workstation for you to use. Here are some bullet points to discuss: Where can I get a migration workstation? The firm can buy one from BestBuy or their ...

    • 02.01 - Refreshing a Migration Workstation

      We do a lot of work to ensure that the procedures in our documentation are always accurate and up to date. Over time, migration workstations naturally drift from our recommended configuration. This is completely normal and happens for a few reasons: ...