11.0.7 Cloud Migration Strategy

Moving to the cloud is a journey, not a destination. Let’s explore smart migration strategies that build on your container expertise.

The 6 Rs of Cloud Migration

Note

Moving to the cloud is a process that involves planning, preparation, and execution. It can be a complex and challenging undertaking, but it offers many benefits, including scalability, flexibility, cost savings, and ease of use.

Migration Approaches Overview:

The 6 Rs Migration Strategy:

Rehost     (Lift and Shift)
Replatform (Lift, Tinker, and Shift)
Refactor   (Re-architect)
Retire     (Turn off)
Retain     (Keep as is)
Repurchase (Buy new)

1. Rehost (Lift and Shift)

What it means: Move applications to cloud with minimal changes

Traditional Approach:
┌─────────────────────────────────────┐
│ Physical Server                     │
│ ├─ Windows Server 2019              │
│ ├─ IIS Web Server                   │
│ ├─ .NET Application                 │
│ └─ SQL Server Database              │
└─────────────────────────────────────┘
        │ (Rehost)
        ▼
┌─────────────────────────────────────┐
│ Cloud Virtual Machine               │
│ ├─ Windows Server 2019              │
│ ├─ IIS Web Server                   │
│ ├─ .NET Application                 │
│ └─ SQL Server Database              │
└─────────────────────────────────────┘

Container-First Rehost:

# Smart rehost using containers

# 1. Containerize your existing application
FROM mcr.microsoft.com/dotnet/aspnet:6.0
WORKDIR /app
COPY published-app/ .
ENTRYPOINT ["dotnet", "MyApp.dll"]

# 2. Deploy to cloud Kubernetes
kubectl apply -f - <<EOF
apiVersion: apps/v1
kind: Deployment
metadata:
  name: legacy-app-rehosted
spec:
  replicas: 3
  selector:
    matchLabels:
      app: legacy-app
  template:
    metadata:
      labels:
        app: legacy-app
    spec:
      containers:
      - name: app
        image: myregistry/legacy-app:v1.0
        ports:
        - containerPort: 80
EOF

Benefits:

  • Fastest migration path

  • Minimal risk and disruption

  • Immediate cloud benefits (scaling, reliability)

  • Good starting point for further optimization

Best for:

  • Legacy applications

  • Quick cloud adoption

  • Proof of concept migrations

  • Applications with minimal changes needed

2. Replatform (Lift, Tinker, and Shift)

What it means: Make a few cloud optimizations without changing core architecture

Before (On-premises):
┌─────────────────────────────────────┐
│ Application Server                  │
│ ├─ Self-managed database            │
│ ├─ File storage on local disk       │
│ └─ Manual backups                   │
└─────────────────────────────────────┘
        │ (Replatform)
        ▼
┌─────────────────────────────────────┐
│ Cloud Application                   │
│ ├─ Managed cloud database (RDS/SQL) │
│ ├─ Cloud object storage (S3/Blob)   │
│ └─ Automated backups                │
└─────────────────────────────────────┘

Container Replatform Example:

# Original: Single container with embedded database
apiVersion: apps/v1
kind: Deployment
metadata:
  name: monolith-app
spec:
  template:
    spec:
      containers:
      - name: app
        image: myapp:v1.0
        env:
        - name: DB_HOST
          value: "localhost"  # Embedded database

---
# Replatformed: Use cloud managed database
apiVersion: apps/v1
kind: Deployment
metadata:
  name: replatformed-app
spec:
  template:
    spec:
      containers:
      - name: app
        image: myapp:v1.1  # Minor changes for cloud DB
        env:
        - name: DB_HOST
          value: "my-cluster.cluster-xyz.us-west-2.rds.amazonaws.com"
        - name: DB_USER
          valueFrom:
            secretKeyRef:
              name: db-credentials
              key: username
        - name: DB_PASSWORD
          valueFrom:
            secretKeyRef:
              name: db-credentials
              key: password

Cloud Services to Adopt:

Replace Self-Managed → Use Cloud Managed

┌─────────────────────────────────────┐
│ Database servers                    │ → RDS, Azure SQL, Cloud SQL
│ File servers                        │ → S3, Blob Storage, Cloud Storage
│ Message queues                      │ → SQS, Service Bus, Pub/Sub
│ Caching servers                     │ → ElastiCache, Redis, Memorystore
│ Load balancers                      │ → ALB, Azure LB, Cloud Load Balancing
│ Monitoring systems                  │ → CloudWatch, Azure Monitor, Cloud Monitoring
└─────────────────────────────────────┘

Benefits:

  • Reduced operational overhead

  • Better reliability and security

  • Cost optimization through managed services

  • Foundation for further modernization

3. Refactor (Re-architect)

What it means: Redesign applications to be cloud-native

Before (Monolith):
┌─────────────────────────────────────┐
│ Single Large Application            │
│ ├─ User Management                  │
│ ├─ Product Catalog                  │
│ ├─ Order Processing                 │
│ ├─ Payment System                   │
│ └─ Notifications                    │
└─────────────────────────────────────┘
        │ (Refactor)
        ▼
┌─────────────────────────────────────┐
│ Microservices Architecture          │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
│ │  User   │ │Product  │ │ Order   │ │
│ │ Service │ │Catalog  │ │Processing│ │
│ └─────────┘ └─────────┘ └─────────┘ │
│ ┌─────────┐ ┌─────────────────────┐ │
│ │Payment  │ │   Notifications     │ │
│ │Service  │ │     Service         │ │
│ └─────────┘ └─────────────────────┘ │
└─────────────────────────────────────┘

Microservices with Kubernetes:

# User Service
apiVersion: apps/v1
kind: Deployment
metadata:
  name: user-service
spec:
  replicas: 3
  template:
    spec:
      containers:
      - name: user-service
        image: myapp/user-service:v2.0
        ports:
        - containerPort: 8080
        env:
        - name: DATABASE_URL
          value: "postgresql://user-db:5432/users"

---
# Product Catalog Service
apiVersion: apps/v1
kind: Deployment
metadata:
  name: catalog-service
spec:
  replicas: 5  # Can scale independently
  template:
    spec:
      containers:
      - name: catalog-service
        image: myapp/catalog-service:v2.0
        ports:
        - containerPort: 8080
        env:
        - name: CACHE_URL
          value: "redis://catalog-cache:6379"

Cloud-Native Patterns to Adopt:

Traditional Patterns → Cloud-Native Patterns

┌─────────────────────────────────────┐
│ Scheduled cron jobs                 │ → Serverless functions (Lambda, Cloud Functions)
│ Background workers                  │ → Event-driven processing (SQS, Pub/Sub)
│ Session storage                     │ → Stateless with external state (Redis)
│ File uploads                        │ → Direct-to-cloud storage (S3, Blob)
│ Email sending                       │ → Cloud email services (SES, SendGrid)
│ Log files                           │ → Centralized logging (CloudWatch, Stackdriver)
└─────────────────────────────────────┘

Benefits:

  • Maximum cloud benefits

  • Better scalability and resilience

  • Faster feature development

  • Cost optimization through auto-scaling

4. Retire (Turn Off)

What it means: Shut down applications that are no longer needed

Application Portfolio Analysis:

┌─────────────────────────────────────┐
│ Legacy System A                     │ → Active users: 5, Usage: Low
│ Legacy System B                     │ → Duplicate functionality
│ Legacy System C                     │ → Regulatory requirement ended
│ Legacy System D                     │ → Replaced by SaaS solution
└─────────────────────────────────────┘
        │ (Retire)
        ▼
┌─────────────────────────────────────┐
│ Cost Savings: $50,000/year          │
│ Reduced complexity                  │
│ Security risk reduction             │
│ Focus on valuable systems           │
└─────────────────────────────────────┘

Smart Retirement Process:

# 1. Identify retirement candidates
kubectl get deployments --all-namespaces
kubectl top pods --all-namespaces  # Check resource usage

# 2. Analyze usage patterns
# Check application logs and metrics

# 3. Graceful shutdown
kubectl scale deployment legacy-app --replicas=0
# Monitor for any issues

# 4. Data archival
kubectl create job data-export --image=data-exporter:latest

# 5. Complete removal
kubectl delete deployment legacy-app
kubectl delete service legacy-app

Benefits:

  • Immediate cost reduction

  • Reduced security surface

  • Simplified architecture

  • Focus resources on valuable systems

5. Retain (Keep as is)

What it means: Keep applications on-premises for specific reasons

Valid Reasons to Retain:

- Regulatory requirements (data locality)
- High-performance computing needs
- Legacy systems too risky to move
- Very low usage (not worth migrating)
- Pending retirement in near future
- Custom hardware dependencies

Hybrid Architecture:

# Cloud application connecting to on-premises
apiVersion: apps/v1
kind: Deployment
metadata:
  name: hybrid-app
spec:
  template:
    spec:
      containers:
      - name: web-app
        image: myapp/web:v3.0
        env:
        - name: LEGACY_SYSTEM_URL
          value: "https://onprem.company.com/api"
        - name: CLOUD_DB_URL
          value: "postgresql://cloud-db:5432/myapp"

Benefits: - Reduced migration risk - Compliance maintenance - Cost control for low-value systems - Gradual migration approach

6. Repurchase (Buy New)

What it means: Replace with cloud-native or SaaS solutions

Replace Custom Solutions → Use SaaS/Cloud Services

┌─────────────────────────────────────┐
│ Custom email server                 │ → Google Workspace, Office 365
│ Custom CRM system                   │ → Salesforce, HubSpot
│ Custom monitoring                   │ → DataDog, New Relic
│ Custom CI/CD system                 │ → GitHub Actions, GitLab CI
│ Custom backup solution              │ → Cloud backup services
└─────────────────────────────────────┘

Integration with Containers:

# Your application integrating with SaaS
apiVersion: apps/v1
kind: Deployment
metadata:
  name: modern-app
spec:
  template:
    spec:
      containers:
      - name: app
        image: myapp:v4.0
        env:
        # Use SaaS services instead of self-hosted
        - name: EMAIL_SERVICE_URL
          value: "https://api.sendgrid.com/v3"
        - name: CRM_API_URL
          value: "https://api.salesforce.com"
        - name: MONITORING_ENDPOINT
          value: "https://api.datadoghq.com"

Benefits:

  • Reduced maintenance overhead

  • Professional support and SLAs

  • Regular feature updates

  • Better security and compliance

Migration Strategy Framework

Phase-Based Approach:

Phase 1: Foundation (Months 1-3)
┌─────────────────────────────────────┐
│ Set up cloud accounts and billing   │
│ Establish network connectivity      │
│ Migrate development environments    │
│ Train team on cloud basics          │
│ Containerize applications locally   │
└─────────────────────────────────────┘

Phase 2: Quick Wins (Months 3-6)
┌─────────────────────────────────────┐
│ Rehost non-critical applications    │
│ Migrate test environments           │
│ Set up monitoring and logging       │
│ Implement backup strategies         │
│ Deploy containers to cloud          │
└─────────────────────────────────────┘

Phase 3: Core Systems (Months 6-12)
┌─────────────────────────────────────┐
│ Replatform key applications         │
│ Migrate production databases        │
│ Implement auto-scaling              │
│ Optimize costs and performance      │
│ Establish CI/CD pipelines           │
└─────────────────────────────────────┘

Phase 4: Optimization (Months 12+)
┌─────────────────────────────────────┐
│ Refactor to microservices           │
│ Implement serverless functions      │
│ Advanced security and compliance    │
│ Multi-region deployments            │
│ Cloud-native architecture           │
└─────────────────────────────────────┘

Container-First Migration Benefits

Why Start with Containers:

Traditional Migration Challenges:

- "Works on my machine" syndrome
- Environment configuration drift
- Complex application dependencies
- Difficult rollbacks
- Vendor lock-in concerns

Container-First Advantages:

+ Consistent environments everywhere
+ Simplified dependency management
+ Easy rollbacks and blue-green deployments
+ Cloud portability (avoid lock-in)
+ Kubernetes works on all clouds

Migration Workflow with Containers:

# 1. Containerize locally
docker build -t myapp:v1.0 .
docker run -p 8080:8080 myapp:v1.0

# 2. Test with docker-compose
docker-compose up -d
# Validate functionality

# 3. Deploy to local Kubernetes
kubectl apply -f k8s/
kubectl port-forward service/myapp 8080:80

# 4. Push to cloud registry
docker push myregistry.azurecr.io/myapp:v1.0

# 5. Deploy to cloud Kubernetes
kubectl apply -f k8s/
kubectl get pods  # Same commands work everywhere!

Risk Management and Rollback

Migration Risk Mitigation:

# Blue-Green Deployment for Safe Migration
apiVersion: argoproj.io/v1alpha1
kind: Rollout
metadata:
  name: safe-migration
spec:
  replicas: 5
  strategy:
    blueGreen:
      activeService: myapp-active
      previewService: myapp-preview
      autoPromotionEnabled: false  # Manual approval
      scaleDownDelaySeconds: 30
      prePromotionAnalysis:
        templates:
        - templateName: success-rate
        args:
        - name: service-name
          value: myapp-preview
  template:
    spec:
      containers:
      - name: myapp
        image: myapp:v2.0  # New cloud-optimized version

Rollback Strategy:

# Always have a rollback plan

# 1. Tag known good versions
docker tag myapp:v1.0 myapp:stable

# 2. Quick rollback capability
kubectl rollout undo deployment/myapp

# 3. Database migration rollback scripts
kubectl create configmap rollback-scripts \
  --from-file=rollback.sql

# 4. Monitor key metrics during migration
kubectl apply -f monitoring/alerts.yaml

Cost Optimization During Migration

Smart Cost Management:

Development Environment Cost Optimization:

┌─────────────────────────────────────┐
│ Auto-shutdown non-production        │
│ ├─ Weekends: Scale to 0             │
│ ├─ Nights: Scale down 50%           │
│ └─ Use spot/preemptible instances   │
├─────────────────────────────────────┤
│ Right-size resources                │
│ ├─ Start small, scale up if needed  │
│ ├─ Monitor actual usage patterns    │
│ └─ Use horizontal pod autoscaling   │
├─────────────────────────────────────┤
│ Use cloud-native services           │
│ ├─ Managed databases                │
│ ├─ Serverless for batch jobs        │
│ └─ Object storage for static files  │
└─────────────────────────────────────┘

Note

Container Advantage in Migration:

Your containerization skills make cloud migration much easier:

  • Portability: Same containers work on any cloud

  • Consistency: No “works on my machine” problems

  • Rollback: Easy to revert to previous versions

  • Testing: Identical environments for dev/test/prod

  • Skills Transfer: Kubernetes knowledge applies everywhere

Start containerizing NOW, even before choosing your cloud provider!