01 - Creating a Migration Workspace

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.

    • Related Articles

    • 02 - Creating a Migration Playbook

      When a surgeon goes into an operating room, they have a written-down plan that describes exactly what they are going to do. This plan provides confidence and assurance that the project will be done correctly and ensures that no step can be lost or ...

    • Training: Overview

      Welcome to the Migration Academy! This series will help you learn everything you need to know in order to deliver high-value, rock-solid data and document migrations. Completion of the academy generally takes 4-8 hours and is required in order to ...

    • 04.01 - Creating a "Reverse" Backup

      In nearly all situations, when you are using Universal Migrator to perform a backup, you should use Universal Migrator from the Migration Workstation and have it copy data from a snapshot of the database that is on the Migration Workstation. ...

    • Migration Type: Delta Migrations

      A "Delta" migration is necessary when you migrate some data now and some data later. To do a Delta migration, please follow the steps below after you have complete the initial backup and restore. 1. Create the "Phase 2" Backup Using Universal ...

    • 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 ...