01 - Creating a Migration Workspace

Prior to scoping a migration, you should create a migration workspace for the prospective project on your migration workstation. This folder structure will contain notes and important information about the project that you will add to as you discuss things with the client. Additionally, this will ensure that you keep projects separated and you always know where to find the files and folders you're working with.

When identifying firms, always identify them by the @DomainName.com portion of their email address.

In the information below, X:\ should be replaced with the data drive of your Migration Workstation that will contain all the logs, notes, scripts, credentials, and (potentially) documents.

File & Folder Template

Create the following Folders and Files.

X:\__MIGRATIONS\

This is the root folder that all migration projects should be stored in.

**X:\__MIGRATIONS\DomainName.com\**

This is the folder that contains everything related to the DomainName.com law firm. You should make sure you use the firm's actual domain name and not a human name like "Smith Law Firm".

**X:\__MIGRATIONS\DomainName.com\Playbook.sql**

This will contain your Migration Playbook (covered later) where you’ll add any special requests and the SQL scripts needed to deliver a successful migration.

Go ahead and copy the content from the Migration Playbook and put it in that location so everything is ready.