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Practical Data Migration

Practical Data Migration

Johny Morris

(2012)

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Book Details

Abstract

This book is for executives and practitioners tasked with the movement of data from old systems to a new repository. It uses a series of steps developed in real life situations that will get the reader from an empty new system to one that is working and backed by the user population. Recent figures suggest that nearly 40% of Data Migration projects are over time, over budget or fail entirely. Using this proven methodology will vastly increase the chances of achieving a successful migration.
This book is for executives, practitioners, and project managers who are tasked with the movement of data from old systems to a new repository. It uses a series of steps developed in real life situations that will get the reader from an empty new system to one that is populated, working and backed by the user population. This new edition of the primary text on the subject is updated to take account of changes in technology and the maturing of the market for Data Migration services. The most recent figures suggest that nearly 40% of Data Migration projects are over time, over budget or fail entirely. Using the proven methodology in Practical Data Migration will vastly increase the chances of achieving on time, on budget, and zero defect migrations.
For any practitioner faced with the challenge of delivering a successful data migration, this book is an absolute necessity.
Dylan Jones
Johny Morris has over twenty years' experience in IT working as a programmer, analyst, project manager and data architect. He has worked for some of the biggest names in IT consultancy including CSC, Logica CMG and Price Waterhouse Coopers (PwC) and has been involved in large-scale migrations at Barclays Bank, National Grid Transco and the BBC.

Table of Contents

Section Title Page Action Price
Cover Cover
Copyright iv
CONTENTS vii
FIGURES AND TABLES xi
AUTHOR xii
ACKNOWLEDGEMENTS xiii
ABBREVIATIONS xiv
GLOSSARY xv
USEFUL WEBSITES xviii
INTRODUCTION 1
WHAT IS THE PURPOSE OF THIS BOOK? 1
WHAT TYPES OF DATA MIGRATION ARE COVERED? 1
WHAT IS NOT COVERED IN THIS BOOK? 1
WHO IS THIS BOOK AIMED AT? 2
WHAT IS NEW TO VERSION TWO OF PRACTICAL DATA MIGRATION? 3
PARAGRAPH STYLES 3
SECTION 1: EXECUTIVE OVERVIEW 5
1 DATA MIGRATION: WHAT’S ALL THE FUSS? 7
WHAT IS DATA MIGRATION? 7
FIRST THE BAD NEWS 8
SO WHAT USUALLY GOES WRONG? 9
THE RESPONSIBILITY GAP 10
HOW TO AVOID THE RESPONSIBILITY GAP 15
2 GOLDEN RULES AND SUPER SMART TASKS 16
GOLDEN RULES: THE MOST IMPORTANT LESSONS 16
GOLDEN RULE 1 17
GOLDEN RULE 2 23
GOLDEN RULE 3 24
GOLDEN RULE 4 26
SUPER SMART TASKS AND THE MID-CHANGE CYCLE SLUMP 28
3 PDMv2 OVERVIEW 35
INTRODUCING PDMv2 35
INTRODUCING THE TECHNOLOGY 40
TECHNOLOGY OVERVIEW 41
THE CASE FOR SPECIALIST TECHNOLOGY 43
PDMv2 PROVIDES ALL THE ANSWERS 44
4 CREATING A MIGRATION STRATEGY 46
STARTING OUT ON THE RIGHT FOOT 46
PDMv2 DATA MIGRATION STRATEGY 46
WHAT IS IN A PDMv2 DATA MIGRATION STRATEGY DOCUMENT? 47
DATA MIGRATION STRATEGY CHECKLIST 74
GETTING THE DATA MIGRATION STRATEGY IMPLEMENTED 75
SECTION 2: TOOLS AND TECHNIQUES 77
5 METADATA AND KEY BUSINESS DATA AREA DECOMPOSITION 79
METADATA AND PDMv2 79
USES OF DATA MODELS IN PDMv2 81
INSTANTIATING DATA MODELS 84
DEVELOPING A CONCEPTUAL ENTITY MODEL 85
PROJECT DECOMPOSITION AND KEY BUSINESS DATA AREAS 86
6 DEMILITARISED ZONES AND KEY DATA STAKEHOLDER MANAGEMENT 89
THE IMPACT OF THE DEMILITARISED ZONE 89
INTRODUCTION TO KEY DATA STAKEHOLDERS 91
7 LANDSCAPE ANALYSIS 105
WHAT IS LANDSCAPE ANALYSIS AND WHY DO YOU DO IT? 105
LEGACY DATA STORES 106
LANDSCAPE ANALYSIS AS A SUPER SMART TASK 108
WHEN TO PERFORM LANDSCAPE ANALYSIS 109
DOCUMENTING LEGACY DATA STORES 109
PROFILING, DATA GAPS AND MASTER DATA MANAGEMENT 114
SOFTWARE TOOLS TO SUPPORT LANDSCAPE ANALYSIS 125
IMPACT OF THE DMZ 125
8 SYSTEM RETIREMENT PLAN 127
WHY HAVE A SYSTEM RETIREMENT PLAN? 127
WHAT ARE SYSTEM RETIREMENT PLANS? 127
HOW AND WHEN TO IMPLEMENT SRPS 128
SRP MINIMUM REQUIREMENTS 130
SRPS AND SUPER SMART TASKS 138
IMPACT OF THE DMZ ON SRPs 139
9 DATA QUALITY RULES 140
INTRODUCING DATA QUALITY RULES 140
HOW DO YOU GENERATE DQRS? 141
THE DQR PROCESS 142
HOW A DQR BOARD WORKS 147
SOFTWARE SUPPORT 156
ROLE OF THE DMZ 157
10 GAP ANALYSIS AND MAPPING 158
GAP ANALYSIS 158
GAP ANALYSIS AS A SERVICE 159
DATA QUALITY MONITORING AS A SERVICE 163
MAPPING 163
DATA LINEAGE, DATA AUDIT AND THE ‘ONE-WAY STREET’ PROBLEM 167
IMPACT OF THE DMZ 170
SOFTWARE SUPPORT 173
11 MIGRATION DESIGN AND EXECUTION 175
MIGRATION END-TO-END DESIGN 175
EXTRACT, TRANSFORM AND LOAD DESIGNS 181
DETAILED DECOMMISSIONING DESIGN 195
MIGRATION BUILD, TEST AND EXECUTE 198
12 LEGACY DECOMMISSIONING 205
EXECUTING THE DECOMMISSIONING DESIGN 205
SECTION 3: FAILING DATA MIGRATION PROJECTS 209
13 RESCUING FAILING DATA MIGRATION PROJECTS 211
INTRODUCTION 211
STABILISATION 212
PLANNED ACTIVITY 214
POST-IMPLEMENTATION MOP-UP 215
IMPACT OF THE DMZ 216
CONCLUSION 217
APPENDICES 219
A1 CONFIGURABLE ITEMS 221
A2 IMPACT ANALYSIS FRAME 223
A3 DATA MIGRATION STRATEGY CHECKLIST 226
A4 SPECIMEN DQR FORM 229
A5 DATA MAPPING EXAMPLE 231
INDEX 245
Back Cover 249