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 forgotten.

When you work on a migration, you should have a similar Playbook.  This stores information about the back up and restore, as well as a record of every action taken on the database tables as a part of the migration.  This allows you to audit your work and know exactly what was done.

At the top of your playbook you should store information about your migration project in a comment block.  Below is a template we suggest you use for all your playbooks.

1.  /*
2. Migration Path: [SOURCE] => [DESTINATION]
3. Quoted Amount:
4.  
5. Migration Specialist
6.             Name:             
7.             Email:             
8.             Mobile:           
9.  
10. Point of Contact (POC)
11.             Name:             
12.             Email:             
13.             Mobile:                       
14.                         Ensure you're in their contacts so they will recognize your call and answer.
15.  
16. Dest Account Manager
17.             Name:             
18.             Email:             
19.             Mobile:                       
20.  
21. Source Credentials
22.             URL:  
23.             Username:      
24.             Password:       
25.  
26. Dest Credentials
27.             URL:  
28.             Username:      
29.             Password:       
30.  
31. Document Caches
32.             RAW:             
33.             HUMAN:                   
34.  
35. Initial Extract
36.             Date:               
37.             Duration:        
38.  
39. Delta Extract
40.             Date:               
41.             Duration:        
42.  
43. Data Summary
44.             RUN THIS QUERY
45.            https://help.universalmigrator.com/portal/en/kb/articles/other-obtaining-record-counts-for-all-tables
46.     AND PASTE THE RESULTS HERE        
47.  
48. --Special Requests
49. */