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Knowledge base

Planning a migration window

The migration itself is usually twenty minutes. Everything that makes it safe happens in the week before.

A week before

  • Lower your DNS TTL to 300 seconds. It has to be done far enough ahead that the old, long TTL has expired everywhere — that is the step people leave too late. See DNS records.
  • Rehearse the whole thing on the new machine with a copy of the data. Time each step and write the timings down.
  • Write the rollback, concretely: which records change back, which service starts again, who decides. A rollback plan invented during an incident is not a plan.
  • Agree the window with whoever it affects. If our maintenance could collide with it, tell us — see maintenance and notice.

The day before

  • Full backup of the source, and test that it restores — see testing a restore
  • Certificates already issued and working on the new machine, via the DNS challenge so you do not need to move traffic first
  • Monitoring already configured for the new machine, so you can see it working the moment it takes over
  • A first sync of the bulk data, so the final one is small

The window itself

  1. Stop writes at the source, or put the application in read-only mode
  2. Final delta sync — this is why the first sync mattered
  3. Start the service on the new machine and test it directly by address, with a hosts entry, before anything public changes
  4. Change DNS
  5. Watch both machines. Traffic drains from the old one over the TTL rather than stopping dead
  6. Leave the old machine running, untouched, for at least a week

Decide the abort point in advance

Pick a time — say forty minutes in — at which, if it is not working, you roll back rather than keep debugging. Without that, every migration becomes open-ended, and the decision gets made by someone tired at the worst possible moment.

Before you call it done

  • Certificates valid, and the renewal timer actually enabled on the new machine
  • Cron jobs and timers present and running — this is the commonest omission
  • Mail still flowing, with SPF, DKIM and PTR correct for the new address if it sends — see sending mail
  • Backups configured and the first one verified
  • Firewall rules in place; do not leave it open “until things settle”, see firewalling
  • The old machine's data destroyed only after you are certain — see leaving

Migrate on a Tuesday morning, not a Friday evening. If something surfaces two days later, you want to be at work.


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