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IT Server Upgrade / Migration Checklist

Summary and Scope

This checklist for IT Server Upgrade will help you to avoid that an important item is forgotten.
This vendor- and operating system independent checklist deals with "big picture" and helps to evaluate all potential impact of upgrading a server, e.g.
  • adding CPU's
  • replacing CPU's with faster CPU's
  • Operating System Upgrade
  • adding Storage
  • replacing a server with a newer, bigger model
A few examples:
  • The newer, faster CPU's require a new version of the operating system - triggering a chain of compatibility-checks of application software and tools.
  • More CPU's or any other hardware change might result in license issues and hardware based license keys might prevent your application to start.
  • Clustered or even Disaster-Recovery (DR) protected solutions and external storage increase the complexity.
  • - Be prepared for more surprise!
Of course we can't guarantee that this checklist is 100% complete - but this checklist definitely helps to avoid the most common pitfalls.

Frequently Asked Questions (FAQ)

Question: Does this checklist replace the server upgrade checklist provided by my hardware vendor?

Answer: Definitely not! But this checklist covers extensively areas impacted by an server upgrade which are too often neglected.