Maintain Fewer Servers

Overview: Nine Steps to Server Consolidation

The server consolidation process requires planning and attention to each phase of the consolidation project. Success is dependent on following a prescriptive methodology and on adhering to project priorities that are determined prior to the actual deployment.

Maintain Fewer Servers

Steps in this process include:

1.

Assess current infrastructure

Determine the capacity and usage of servers.

Document the support and management processes.

Take inventory of your server infrastructure.

Determine the cost of managing and maintaining your infrastructure.

2.

Identify server consolidation goals

Determine your top business and technology priorities for the project.

Make trade-offs among priorities, including high availability, cost reduction, and infrastructure flexibility.

Identify the required capacity goals of the new environment.

Determine the cost goals for managing and maintaining consolidated infrastructure.

Plot the schedule and budget for the consolidation project.

3.

Design new environment

Research your hardware and software options.

Select an infrastructure based on your capacity and growth requirements.

Design for failover and redundancy.

4.

Develop migration plan

Assess the business impact of each of the consolidation alternatives.

Identify the organizational roles and responsibilities during and after the consolidation.

Fully assess plan, risks, budget, and desired results prior to implementing.

5.

Implement new pilot environment

Identify the needed hardware and software.

Know your specific network and infrastructure design.

Acknowledge any technical limitations and risks.

Build and test your consolidated environment.

6.

Finalize user and data migration plan

Write procedures for moving users and data to the new environment.

Build a detailed deployment schedule, including contingency plans.

Set the criteria for proceeding.

7.

Implement new production environment

Deploy applications, utilities, and tools in the new, consolidated production environment.

Develop and document post-consolidation maintenance and management procedures.

8.

Migrate users and data to new environment

Ensure that appropriate backups and contingency plans are in place prior to migration.

Complete migration according to detailed schedule.

Test consolidated environment, including users and data.

Transition to the new production environment.

9.

Evaluate and review project

Evaluate the results of your consolidation project, including costs and maintenance procedures.

Re-evaluate the consolidation on a regular basis.

Optimize your environment.



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