Are you preparing to move data to a Snowflake data warehouse? Creating a well-thought out plan before your big move is essential. It is important to establish a timeline, budget, team roles and goals before you launch into a big migration.
To help ensure your migration is a success, we’ve created a Snowflake migration checklist that covers many of the little details we sometimes forget when caught up in a big move.
Snowflake Migration Checklist
Document the existing solution
- List databases and data objects that need to be migrated
- Define known data quality issues to be addressed
- List processes and tools that populate and pull data from the existing solution
- List security roles, users and permissions
- List Snowflake accounts that exist or need to be created
- Establish frequency of security provision processes
- Document the existing solution into an “as-is” architecture diagram
Determine a migration approach
- List processes to migrate as is
- List processes that need re-engineering
- List processes that need to be fixed
- Draft migration deliverables
- Create desired architecture diagram
Capture the development and deployment process
- List tools that will be introduced with the migration
- Validate function and performance of snowflake connectors
- List tools that will be deprecated after the migration
- List development environments needed for the migration
- List deployment processes used for the migration
Prioritize datasets for migration
- List data sets to migrate first (prioritize list)
- Create method for identifying process dependencies for data sets
- Document process dependencies for data sets
Determine a testing approach
- Prepare to test migration of legacy data, loading from data sources, and performance
- Identify testing methods and success criteria
- Prepare for anticipated exceptions caused by process fixes
- Identify testing tools
Plan to implement security
- Identify processes and tools to implement security
- Determine if revisions need to be made before migrating roles, users, and permissions
Identify the migration team
- Create list of migration team members and roles with contact info
Define the migration deadlines and budget
- List business expectations for the migration deadline
- Document budget allocated for the migration project
Determine the migration outcomes
- List high-level desired outcomes and assumptions at the completion of the migration
- Document plan for communicating the migration project wins to stakeholders
