How do you handle legacy data and applications that are not compatible with the new system?

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System migration is a complex and risky process that involves moving data, applications, and infrastructure from one environment to another. It can bring many benefits, such as improved performance, security, and scalability, but it can also cause disruptions, errors, and data loss if not planned and executed properly. In this article, you will learn how to handle legacy data and applications that are not compatible with the new system, and how to use a system migration checklist PDF to ensure a smooth transition.

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Zozi Yousefi

Senior SharePoint Specialist | Business Analyst | Microsoft 365
Leon Gordon

Founder of Onyx Data | Forbes Tech Council | Microsoft MVP | International Keynote Speaker | Gartner Ambassador
Ruchi Batra

Tech Leader at U.S. Bank??Speaker ??Azure 3X certified ??Author

1 Assess compatibility

The first step in any system migration project is to assess the compatibility of your legacy data and applications with the new system. You need to identify which data and applications are critical for your business operations, which ones can be migrated as they are, which ones need to be modified or replaced, and which ones can be retired or archived. You also need to consider the format, size, and quality of your data, and how it will be transferred and validated in the new system. You can use tools such as compatibility testing, data profiling, and data mapping to help you with this step.

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Zozi Yousefi

Senior SharePoint Specialist | Business Analyst | Microsoft 365
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Handling legacy data and applications incompatible with a new system involves a strategic approach. Assessing legacy systems may reveal complex dependencies and data structures, while data migration can encounter issues such as data inconsistency or loss. Transforming data formats and integrating systems may present compatibility hurdles, potentially leading to disruptions in workflow and functionality. Additionally, training users and providing support during the transition can encounter resistance or require additional resources. Despite these challenges, a thorough strategy combined with proactive risk management can mitigate potential setbacks and ensure a successful transition to the new system.

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Leon Gordon

Founder of Onyx Data | Forbes Tech Council | Microsoft MVP | International Keynote Speaker | Gartner Ambassador
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Legacy data and applications that are not compatible with the new system are a common problem in IT implementations. It is important to remember that systems need to be able to work together, so it is important to understand the legacy system and how it works before making any decisions about how to handle it. If your new system will not be compatible with your legacy system, you may want to consider keeping copies of all of your data as it is currently stored so that you can make sure that any changes made to either system do not affect either one adversely. This approach can be time-consuming, but it can also help reduce costs by avoiding having to invest more money in upgrading older systems or hiring more people just for this purpose.

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2 Choose a migration strategy

Once you have assessed the compatibility of your legacy data and applications, you need to choose a migration strategy that suits your project goals, budget, and timeline. There are different types of migration strategies, such as big bang, phased, parallel, and hybrid, each with its own advantages and disadvantages. You need to weigh the factors such as the complexity, duration, cost, risk, and impact of each strategy, and decide which one will minimize the downtime, errors, and data loss during the migration process. You can use tools such as cost-benefit analysis, risk assessment, and impact analysis to help you with this step.

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Ruchi Batra

Tech Leader at U.S. Bank??Speaker ??Azure 3X certified ??Author
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When choosing a migration strategy, consider if the data is being migrated for operations or analytics. If latter, you may use a cheaper storage and do “as is” migration without assimilation. But if this data needs to be accessed, doing a phased migration may require routing application logic.

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3 Prepare a migration plan

After you have chosen a migration strategy, you need to prepare a detailed migration plan that outlines the scope, objectives, tasks, roles, responsibilities, resources, schedule, and contingency measures of the migration project. You need to define the source and target systems, the data and applications to be migrated, the migration tools and methods to be used, the testing and validation procedures to be followed, and the communication and reporting channels to be established. You also need to prepare a backup and recovery plan in case of any unexpected issues or failures during the migration process. You can use tools such as project management software, Gantt charts, and checklists to help you with this step.

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4 Execute the migration

The next step is to execute the migration according to the plan. You need to follow the best practices and guidelines for data and application migration, such as ensuring data quality and integrity, performing data cleansing and transformation, applying data encryption and compression, using secure and reliable data transfer protocols, monitoring and logging the migration progress and performance, and resolving any errors or issues that arise during the migration process. You also need to coordinate with the stakeholders and users involved in the migration project, such as the IT staff, the business owners, and the end users, and keep them informed and updated on the migration status and outcomes. You can use tools such as data migration software, data validation tools, and migration reports to help you with this step.

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Ruchi Batra

Tech Leader at U.S. Bank??Speaker ??Azure 3X certified ??Author
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One of the key components of a data migration is data reconciliation to ensure no data loss. It needs to be both quantitative and qualitative.

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5 Test and validate the migration

The final step is to test and validate the migration results and ensure that the data and applications are functioning properly in the new system. You need to perform various types of testing, such as functional testing, performance testing, security testing, and user acceptance testing, to verify that the data and applications meet the business requirements and expectations in the new system. You also need to perform data reconciliation and audit to ensure that the data is complete, accurate, and consistent in the new system. You can use tools such as testing software, data quality tools, and audit reports to help you with this step.

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How do you handle legacy data and applications that are not compatible with the new system?

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1 Assess compatibility

2 Choose a migration strategy

3 Prepare a migration plan

4 Execute the migration

5 Test and validate the migration

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