Tutorial / Cram Notes

1. Rehosting (“Lift-and-shift”)

Rehosting involves moving applications to the cloud without making any changes to the code. This strategy is often used for legacy applications or when an organization is looking to migrate quickly.

Example: A company with a large portfolio of applications running on an on-premise data center may opt for rehosting to AWS to avoid the capital expenses of maintaining their own facilities. They might use AWS VM Import/Export to move their existing virtual machine images to Amazon EC2.

2. Replatforming (“Lift-tinker-and-shift”)

This approach involves making a few cloud optimizations to realize a tangible benefit, without changing the core architecture of the application. It can involve using managed services for databases, caching, and other functions.

Example: An application currently using a self-managed database on-premises might move to AWS and switch to using Amazon RDS, benefitting from a managed database service that reduces administrative overhead.

3. Repurchasing (“Drop-and-shop”)

Repurchasing means moving from a traditional license to a software-as-a-service model. This strategy typically applies to standard applications like email, CRM, and ERP systems.

Example: A company may decide to move their on-premise CRM system to a SaaS platform like Salesforce, which can provide more features and reduce the need for internal maintenance.

4. Refactoring / Re-architecting

Refactoring involves making significant changes to the application’s code so that it can take full advantage of cloud-native features like scalability, resilience, and agility.

Example: A monolithic application might be re-architected into a set of microservices using AWS Elastic Container Service (ECS) or AWS Lambda to gain better scalability and performance.

5. Retire

Identify which applications you no longer need and turn them off. This helps in simplifying your environment and focuses your resources on the applications that are truly necessary.

Example: During a portfolio assessment, a company might find an old application that is no longer in use. They can simply retire this application to cut costs and avoid unnecessary migration efforts.

6. Retain

In some cases, there might be applications that are not suitable for cloud migration due to regulatory requirements or technical limitations. In this case, you continue to keep and maintain these applications in your current environment.

Example: A highly sensitive application with stringent regulatory compliance requirements might not be eligible for migration. As a result, a company decides to retain this application on-premises while moving other applications to the cloud.

7. Relocate

Relocate is a new R introduced by AWS, focusing on moving applications to AWS without changes, similar to rehosting, but specifically using AWS’ VMware Cloud to support VMware workloads.

Example: An organization is leveraging VMware extensively on-premises and decides to continue with the same stack within the cloud. They can relocate to VMware Cloud on AWS, which allows them to use the same VMware tools and management interfaces they’re already familiar with.

Comparative Overview: The 7Rs

Strategy Description Use Case AWS Services
Rehost Move applications as-is Quick migration, legacy apps VM Import/Export, EC2
Replatform Minor optimizations Use managed services, minimal changes Amazon RDS, Elasticache
Repurchasing Switch to SaaS Simplified management, new features
Refactoring Major application changes Cloud-native features, modernize apps AWS Lambda, ECS, EKS
Retire Turn off unused apps Reduce costs, simplify portfolio
Retain Keep apps on-premises Not suitable for cloud, regulatory restrictions
Relocate Move VMware workloads Leverage existing VMware investments VMware Cloud on AWS

Each migration strategy offers its own set of benefits and challenges. The choice of strategy should be made on a case-by-case basis, aligning an organization’s business objectives with the technical requirements and constraints of each application. By carefully evaluating applications with the 7Rs framework, organizations can execute a cloud migration strategy that is cost-effective, efficient, and tailored to their specific needs.

Practice Test with Explanation

True or False: Rehosting involves making changes to the application design before migrating it to the cloud.

  • (A) True
  • (B) False

Answer: B

Explanation: Rehosting, often referred to as “lift-and-shift,” involves moving applications to the cloud without making changes to the application design. It is a strategy used for a quick migration.

Which of the following migration strategies might involve moving an application to a newer version of a platform?

  • (A) Re-platforming
  • (B) Retiring
  • (C) Retaining
  • (D) Refactoring

Answer: A

Explanation: Re-platforming involves making a few cloud optimizations in order to achieve some tangible benefits without changing the core architecture of the application, such as moving to a newer platform version.

In which migration strategy would you categorize the decommissioning of outdated or unused applications?

  • (A) Rehosting
  • (B) Refactoring
  • (C) Retiring
  • (D) Retaining

Answer: C

Explanation: The retiring strategy is about identifying IT assets that are no longer useful and can be turned off, helping to reduce costs and complexity.

True or False: Retaining means keeping applications on-premises until they are ready for migration or until they can be discarded.

  • (A) True
  • (B) False

Answer: A

Explanation: Retaining means keeping applications in their current environment. This strategy is sometimes chosen for applications that require major changes before they can be migrated or for systems that are due for decommissioning.

When an application is redesigned to fully utilize cloud-native features, this strategy is known as:

  • (A) Re-platforming
  • (B) Rehosting
  • (C) Refactoring/Re-architecting
  • (D) Repurchasing

Answer: C

Explanation: Refactoring/Re-architecting involves redesigning and modifying the application to be cloud-native and to fully utilize cloud capabilities and services.

Which strategy involves moving from a traditional licensing model to a cloud-based subscription model, like moving from a self-hosted database to a database-as-a-service?

  • (A) Rehosting
  • (B) Refactoring
  • (C) Repurchasing
  • (D) Replatforming

Answer: C

Explanation: Repurchasing typically involves moving to a different product, often a cloud-native service, and usually implies moving to a software-as-a-service (SaaS) model.

True or False: Choosing the Refactoring/Re-architecting strategy usually involves the lowest upfront cost and the quickest migration time.

  • (A) True
  • (B) False

Answer: B

Explanation: Refactoring/Re-architecting can be one of the most costly and time-consuming strategies because it involves significant changes to the application’s architecture to make the best use of cloud capabilities.

Which of the following is not one of the seven common migration strategies?

  • (A) Reengaging
  • (B) Replatforming
  • (C) Repurchasing
  • (D) Rehosting

Answer: A

Explanation: “Reengaging” is not one of the standard 7Rs migration strategies which include Rehosting, Refactoring/Re-architecting, Replatforming, Repurchasing, Retiring, and Retaining.

True or False: The 7Rs of migration include both cloud-native and non-cloud-native strategies.

  • (A) True
  • (B) False

Answer: A

Explanation: The 7Rs include strategies like Retaining, which is non-cloud-native as it involves keeping applications on-premises or in a current environment, as well as cloud-native strategies like Refactoring.

What is the primary focus of the Relocating migration strategy?

  • (A) Move to managed services.
  • (B) Move to a new data center.
  • (C) Move to another cloud provider without modifications.
  • (D) Shut down the application.

Answer: C

Explanation: Relocating refers to moving applications to another cloud provider without modifications in their architecture. This is sometimes also referred to as “lift and shift to another cloud.”

True or False: The Retiring strategy should be considered only after an application has been migrated to the cloud.

  • (A) True
  • (B) False

Answer: B

Explanation: The Retiring strategy is about identifying IT assets to turn off before migration, thereby saving costs and avoiding unnecessary complexity in the migration process.

During which migration strategy might you see a move from a monolithic architecture to microservices?

  • (A) Rehosting
  • (B) Retaining
  • (C) Refactoring/Re-architecting
  • (D) Repurchasing

Answer: C

Explanation: Refactoring/Re-architecting involves making significant application changes that often include breaking down a monolithic application into microservices to better exploit cloud features and scalability.

Interview Questions

Can you name and briefly describe the seven common migration strategies used for moving applications to AWS?

The seven common migration strategies, also known as the 7Rs, include:

  • Rehosting (“Lift and shift”): Moving applications to AWS without making changes.
  • Replatforming (“Lift, tinker and shift”): Making slight modifications to applications to take advantage of cloud capabilities without major changes.
  • Repurchasing (“Drop and shop”): Moving from a traditional license to a cloud-native product, such as switching from a CRM to Salesforce.
  • Refactoring / Rearchitecting: Making significant changes to the application’s architecture to fully exploit cloud-native features and performance.
  • Retire: Identifying IT assets that are no longer useful and can be turned off.
  • Retain: Keeping applications in the current environment that are not ready for cloud migration.
  • Relocate: Moving applications to the cloud without changes, but with a focus on infrastructure. This is typically used in combination with VMware Cloud on AWS.

What are the main factors that would influence an organization to choose the “Rehost” strategy over others during migration to AWS?

The main factors include:

  • A large scale migration scenario where speed and simplicity are crucial.
  • Licensing constraints that do not allow for significant changes to the application.
  • The need to quickly vacate a data center due to cost or contract expiration.
  • Lack of in-house skills to perform a more complex migration initially.
  • The desire to postpone major application changes until after the applications are running in AWS.

What is a key advantage of choosing “Refactoring/Rearchitecting” as a migration strategy, and what type of application would most benefit from this approach?

A key advantage of refactoring/rearchitecting is that it allows organizations to fully leverage AWS capabilities for better scalability, agility, and cost efficiency. Applications that would most benefit are those with scalability issues, or those requiring significant modernization, or that are strategically important and could benefit from cloud-native features like serverless computing, microservices architecture, and managed services.

Why might an organization opt for the “Retire” strategy as part of their cloud migration journey?

Organizations may opt for the “Retire” strategy when they find IT assets that are no longer useful and can be decommissioned. This reduces complexity and cost by removing unnecessary components as they transition to the cloud.

What considerations need to be taken into account when selecting “Repurchasing” as a migration strategy?

When selecting “Repurchasing,” organizations should consider:

  • The compatibility of the new product with existing workflows and systems.
  • The potential disruption to business operations during the transition.
  • The costs associated with transitioning to a new licensing model.
  • Any training requirements for staff to use the new platform.
  • Improved features and capabilities that the cloud-native product may offer over the existing solution.

In which scenario would “Replatforming” be a more appropriate migration strategy than “Refactoring”?

“Replatforming” would be more appropriate when the organization aims to gain some benefits from the cloud, such as performance improvements or cost savings, but doesn’t want to invest in the more extensive changes that refactoring requires. A simple example might be modifying the application to move from a self-managed database to a managed service like Amazon RDS.

Can you discuss a scenario where the “Retain” strategy is the best approach for an organization?

The “Retain” strategy is best when certain applications or components have strict compliance or regulatory requirements, if they are tightly coupled to physical hardware, or if the organization has made recent investments in on-premises technology. In such cases, it might be best to keep these systems on-premises until the regulatory landscape changes or the investments are amortized.

How does the “Relocate” strategy differ from “Rehosting,” and what is a common use case for “Relocate”?

The “Relocate” strategy differs from “Rehosting” in that it’s primarily used with infrastructure that can be moved wholesale, like VMware Cloud on AWS. A common use case is moving entire VMware workloads to the cloud without modifications, leveraging the hybrid cloud environment.

What kind of preparation is necessary for an organization to successfully implement the “Repurchasing” strategy for a critical business application?

Necessary preparations include:

  • Performing a thorough evaluation of potential products and vendors.
  • Ensuring that the new product integrates with existing systems.
  • Training employees on the new product.
  • Planning the migration to minimize downtime and mitigate risks.
  • Developing a data migration strategy that ensures no data loss or corruption.
  • Planning for a period of running both old and new systems in parallel.

Can you explain some of the cost implications and potential savings when an organization decides to “Retire” certain IT assets during cloud migration?

Retiring IT assets can result in direct cost savings by eliminating expenses related to maintenance, support, and licensing fees for those assets. It can also reduce indirect costs by simplifying the environment and enabling staff to focus on strategic initiatives rather than maintaining obsolete technology.

What risks or challenges might a company face when choosing to “Refactor/Rearchitect” an application for the cloud, and how can these be mitigated?

Risks include:

  • Longer lead times and increased cost compared to simpler strategies.
  • The potential for disruptions to business operations during the transition.
  • Challenges in acquiring or developing the necessary skills within the team.

Mitigation strategies include:

  • Incremental refactoring of the application to reduce risk.
  • Implementing strong project management and DevOps practices.
  • Training or hiring staff with the required skills.
  • Engaging with professional services or obtaining guidance from AWS architects.

Which migration strategy would be most suitable for an application that is heavily dependent on a legacy operating system that cannot be supported in the cloud?

The most suitable migration strategy for such an application would likely be “Retain” because the application cannot easily be moved to the cloud due to the legacy operating system dependency. Alternatively, if the application is vital and must be modernized, “Refactoring/Rearchitecting” may be considered, albeit with a potentially significant effort and cost.

Please note that some of the AWS services and strategies might evolve over time, so it’s crucial to stay updated with the latest best practices and service offerings from AWS for the AWS Certified Solutions Architect – Professional exam.

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Balvan Kumar
8 months ago

Great overview on the 7Rs of migration!

Erin Daniels
9 months ago

This article really helped me understand Retain strategy in more detail.

Chakradev Belligatti
8 months ago

What are the 7Rs exactly?

Mona Groenewold
9 months ago

How do you decide between Rehost and Replatform?

Dragojlo Popović
9 months ago

Can anyone share their experience with Refactoring?

Annabelle Ouellet
9 months ago

I’m still confused about the Relocate strategy. Can someone explain?

Vilena Yurchuk
9 months ago

Thanks for the detailed post!

Joy Myers
9 months ago

This is very helpful for my exam prep.

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