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Server Migration Service Overview

AWS Server Migration Service (SMS) is a fully managed service that simplifies and automates the process of migrating existing on-premises servers, virtual machines, or cloud workloads to AWS. SMS incrementally replicates workloads as cloud-hosted Amazon Machine Images (AMIs) ready for deployment on the AWS platform. This enables users to significantly reduce downtime during migrations and ensure that application data stays up to date throughout the migration process for a seamless, streamlined experience.

Connector Management

To use AWS SMS, customers need to deploy a connector on their existing server infrastructure. The connector is a lightweight software appliance used to manage the inventory, schedule replications, and monitor the migration process. The connector is available in both VM Import and VM export formats and can be deployed on VMware, Hyper-V, and KVM environments. The connector management dashboard in the AWS Management Console simplifies the process of deploying, registering, and managing connectors, reducing time and effort required to set up and manage migrations.

Incremental Replication

One of the key features of AWS SMS is its ability to perform incremental replication of server workloads. When performing a migration, SMS tracks changes to on-premises servers or virtual machines and only replicates the changed data to reduce bandwidth consumption and improve replication times. This approach ensures a more efficient migration process by reducing the amount of time and resources required to transfer server workloads while also minimizing the impact on production systems to ensure negligible downtime during migration.

Migration Scheduling and Automation

AWS SMS allows users to schedule, manage, and automate the migration process using its intuitive dashboard and API. Users can easily set up migration frequency, start times, and duration by configuring the migration settings. This level of control ensures minimal disruption to production systems and provides users with the flexibility to plan migrations based on their specific requirements. Additionally, the API enables the integration of AWS SMS with third-party tools or scripts to simplify complex migrations and reduce manual intervention.

Monitoring and Notifications

The AWS Server Migration Service provides built-in monitoring and notification capabilities that ensure users remain informed about the progress, status, and any issues encountered during the migration process. SMS automatically integrates with Amazon CloudWatch, enabling users to monitor metrics and create custom dashboards, alarms, and notifications. This helps users identify and troubleshoot issues quickly, ensuring a smooth and efficient migration process. Furthermore, the AWS Management Console provides a detailed view of all migration activities, enabling users to track the migration process in real time.

Server Migration Service Architecture

The AWS Server Migration Service Architecture is composed of four main components: SMS Connector, Application Discovery Service, SMS Service, and the EBS snapshots or AMIs produced during migration. The SMS Connector interacts with on-premises virtualization environments like VMware, Hyper-V, or KVM, collecting server inventory data and transferring it to the Application Discovery Service. The Application Discovery Service stores, retrieves, and displays information about the servers in the migration project. The SMS Service, built on AWS infrastructure, manages migrations by orchestrating the replication and conversion of server volumes to EBS snapshots or AMIs. The EBS snapshots or AMIs are stored in the target AWS account's Simple Storage Service (S3) and can be used to create EC2 instances.

Migration Types and Strategies

There are three key migration types in AWS Server Migration Service: homogeneous, heterogeneous, and replatforming. Homogeneous migrations involve moving applications from similar source and target infrastructure, such as VMware to AWS. Heterogeneous migrations involve moving applications from dissimilar source and target infrastructure, such as Hyper-V to AWS. Replatforming involves changing the underlying infrastructure and application architecture during migration. Migration strategies to consider include Lift and Shift, which moves on-premises applications to AWS with minimal modifications, Refactor or Re-architect, which involves redesigning applications to take advantage of new AWS features, and Hybrid Migration, where parts of an application are migrated to AWS while other parts are retained on-premises.

Role Based Access Control

Role Based Access Control (RBAC) is important to manage access permissions in the AWS Server Migration Service. It allows administrators to define, enforce, and audit granular permissions based on users' roles within the organization. With RBAC, you can create IAM policies specifying CRUD actions on resources, such as the ability to create, delete or manage connectors, view inventory and migration details, and others. These policies are attached to IAM users or groups to ensure that users have the right level of access control for performing their job duties, while preventing unauthorized access to sensitive resources.

Pre-requisites and Setup

Before using AWS Server Migration Service, there are important pre-requisites and setup steps to complete. First, gather on-premises virtualization environment details like vCenter Server or Hyper-V credentials, IP addresses, and identifiers. Next, decide on a chosen region for the target AWS account to ensure correct placement of AMIs and snapshots. Verify necessary roles and permissions are in place for AWS services, such as IAM roles and policies or VPC settings. Additionally, ensure networking resources like security groups, subnets, or VPN connections are correctly configured. To set up, create an SMS Connector and configure it with the virtualization platform's credentials, install the Application Discovery Service, and verify all prerequisites are satisfied.

Post-migration Optimization

After completing the migration process with AWS Server Migration Service, it is essential to optimize applications for optimal performance and cost efficiency. First, review EC2 instances and allocation to ensure they are sized correctly based on performance metrics gathered during the migration process. Next, use CloudWatch or similar tools to monitor and maintain applications' health, such as CPU or memory utilization, latency, and error rates. Additionally, consider implementing cost-saving measures, such as Spot Instances, Reserved Instances, or Savings Plans, to reduce ongoing infrastructure expenses. Finally, look for opportunities to continuously improve applications by leveraging native AWS services, such as RDS, ECS, or Lambda, to increase scalability, resilience, and speed.

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