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.

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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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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