Implement a data center relocation Method
There are several options, and interpretations to a data center relocation method. There are probably almost
as many ways to conduct a data center relocation or consolidation as there are consultants and I.T. vendors
who offer these complex services.
The experience and skills of the people involved in planning and moving your data
center significantly matter. While most I.T. methods share some basic commonalities, there can be
significant differences based on the size of the project, the scope of the migration (local, across-country,
or international), and the capabilities of the team that will be responsible for the project’s success.
Project scale - Outside of the largest organizations, those with mature program and project
management offices, the requisite skills and experience to manage a project of this size and
complexity may be scarce or inadequately supported – particularly for a data center relocation.
Complexity - Unless your project manager team is data center relocation -experienced, the amount,
diversity, and depth of detailed information that must be uncovered, analyzed, and acted upon will be a real
challenge. Even to the most experienced IT personnel.
Focus - In many small systems and non-I.T. business or office relocations, the focus is more on
completion the project. How it is accomplished just isn’t as complicated as a data center move.
In a Data Center Relocation, the “how” becomes critically important.
However, don’t confuse an effective data center relocation planning method with a project management
method. They are complementary, but different enough in a number of subtle ways as to
contribute to significant problems later on if you aren’t aware of the differences in focus, detail, and
technique.
Data center relocation Methods
In the data center relocation setting, “when” is of course, important. But even more critical is “how” we plan
to get there.
“How” is quite difficult. The focus of your data center relocation must be on how your systems, applications,
and networks will migrate.
In a business environment, how you execute a mission critical project, such as a data center relocation or
consolidation, determines your true schedule and costs.
“When” is merely a derivative of that function. As you begin to plan your project, you will quickly notice that
no one has all the details — not you, not the data center operations and technical staff, nor your vendors
and consultants.
These details will be uncovered over time, but only with a lot of hard, gritty work by you and the entire
data center relocation team. Learn the process (to be expanded on later) at the start and it will help you
manage workloads and stakeholder expectations in the future. A good Method is based on many years of
real-world Data Center Relocation and consolidation experience. Use it because it is a well-proven and cost
effective approach.
Once the project is defined and the core team assembled, there are certain activities that are essential.
Here is a simple list of the ten most critical tasks that any data center relocation project manager must take
care of:
1. Inventories – hardware, applications, and every component that will be relocated or consolidated. The
inventories need to be detailed, accurate, and complete – with equipment model and serial numbers,
configurations, replacement value, vendor contacts, and a diagram of how each system is de-installed
(before) and re-installed (after). You won’t get the detail required without considerable effort.
So, if this comes easily, you haven’t done it right.
2. Security - the dominating characteristic of a large data center relocation is activity. Everything is in motion
at one point or another. A good security plan will help ensure that data doesn’t disappear, that unauthorized
people are kept away, and that the business remains un-compromised.
3. Planning – from the early “pre-planning” phase through detailed data center relocation planning, to
schedule development and the move days, you will spend far more time and effort on this area than
anywhere else.
4. Budget – A data center relocation is expensive, very expensive if what you are relocating or consolidating
is a major facility. The data center relocation budget must adequately cover new construction, renovation,
site closure, equipment, staff, tools, and outside expertise from vendors and data center relocation
specialists.
Managing the budget and keeping your executive management well informed are major challenges.
5. RFPs, SOWs & Contracts – Vague RFPs make for poor SOWs. Poor SOWs make for terrible
contracts. Take the time to work with data center relocation specialist’s right from the start to develop the
right RFPs and Statements of Work (SOWs) for your project.
6. Use the data center relocation Specialists – Selection of the right data center relocation specialist is
important. But, do you need one single company to do it all? That depends on you. If you’re internal data
center relocation teams lack specialist skills, whether in planning, schedule (Move Domain & Move Days)
development, or equipment de-installation, moving, and re-installation, then you will need to acquire that one
company that can provide all of the required services. Not many data center relocation companies actually
provide the services they offer,
N.C.W.S. does not subcontract any portion of the project, and is a specialty
self contained data center relocation and computer equipment specialist.
7. Plan the Move – Moving equipment is a critical part of the project. Systems must be
broken down, packed, transported, re-assembled, tested, and re-certified. Racks and
other equipment support systems must be ready, utilities and communication services need to be ready,
and people have to be migrated from where they are now to where they will be.
The Ten-Step DATA CENTER RELOCATION Method
8. Prepare the New Facility, Close the Old One - Inspections of any new or renovated data center must
focus on more than the technology being installed. You must ensure that fire suppression systems are
ready, tested and approved. Cooling systems must be adequate for projected growth. Utilities must be
in place and operational. And, the place must be clean – very clean. While you are necessarily
focused on the destination, you must also do what is necessary to de-commission equipment that won’t
move and close the old data center facility.
9. Backup The Data – Your backup media will work (it always does, you should never have problems), but
just in case it doesn’t this time, you need to have a recovery plan. And that plan must be thoroughly
tested, with practice runs conducted at regular intervals during the detailed planning phase.
Virtualization tools can be utilized here to host systems remotely. But even there, a data center relocation -
based recovery plan is essential. And it’s not the master DR/COB plan that everyone has, but too few
organizations test enough to assure that it will function as expected when required.
10. Migrate – when it’s time to move, stop planning and move. This is the moment when careful planning
and capable project management result in a flawless move. When everything has been relocated
or consolidated, the old systems retired, and the vendors have re-certified their products, you can take
that well-earned vacation day. And then get ready for the next big project because management now
has a better understanding of the business value of great project management.
Risk of project failure is always present in any I.T. initiative, as it is in virtually every area of human
endeavor. Industry data has long suggested that as many as 80% of all I.T. projects fail to deliver the
benefits promised. For a data center relocation project failure can mean anything from minimal disruption
and rapid recovery to substantial business interruption, loss of revenue, damage to your firm’s reputation,
civil lawsuits, and even government investigations. All of these are nice things to avoid.
Risk Identification
Many (but, not all) project risks can be mitigated or even avoided, but only if they are identified and planned
for in advance. For a data center relocation project, there are a few key areas of risk that always demand
closer scrutiny:
Project management and execution
Budget
Technology & vendors
I.T. management, process, staff
Capacity Planning
Facilities & infrastructure, security
Data center relocation planning & risk
There are always a few too many companies that fail to learn from the data center relocation mistakes (and
successes!) of others. To reduce the inevitable risks that come with moving systems from one place to
another, you should perform a risk assessment.
Risk Assessment
Using the broad categories listed above, a risk assessment document should be prepared by the Project
Manager and the technical (HW, Applications, Data, Network, Facilities) teams - focused in detail on these
checkpoints:
Hardware - focus is on assessing risks due to hardware: age, condition, revision level,
configurations, “hot spare,” or “asset safeguards” device maintenance/warranty requirements,
capability planning for near-term needs at the target site, and other issues. Vendor “re-certification”
issues must also be resolved.
Backup & Restore – focus is on the OS, application, data, and systems backup & restore
capabilities available, tape systems, and other related issues
Network – focus is on the network: architecture, components, IP addresses, wireless access
points, and other network/infrastructure points of failure
SAN/NAS/Data Storage – focus in on backup & recovery of critical data storage systems and
software, and on safeguarding data through the end-to-end migration process
Applications – focus is on application migration issues, license requirements, warranty and
service maintenance impacts. Also: database and application risks due to changes in IP
addresses, hardware, network components and other issues
Enterprise Software – focus is on the critical “enterprise” solutions (SAP, Oracle, etc) that run the
business. Key issues include license, warranty, service level agreements, and other risks due to a
change in location and/or hardware. Systems and application versions, support, technical
updates/upgrades must also be assessed for potential risks.
For each risk that is identified, the key business impacts must be assessed. A risk description, risk
scenarios (best case, most likely, worst case) must be developed; risk mitigation solutions must be created
for each scenario, and costs must be attached to each scenario and solution. Finally, senior management
should be made aware of the completed risk assessment and they should be prepared to provide guidance
on the appropriate business approach to each identified risk.
While a detailed coverage of data center relocation project management practices and methodologies is
outside the scope of this guide, this checklist will help focus your attention on the importance of relying on
accepted P.M. standards.
Data center relocation Project Lifecycle
Project Integration Management
Time Management
Cost Management
Quality Management
Human Resources Management
Communication Management
Risk Management
Procurement Management
Vendor Management
DRC Project Management Checklist
The size of your data center relocation project will determine the structure of the P.M. team. For a large
enterprise initiative or one that will have global activity, you should implement the P.M.I program office
model: an overall program manager will coordinate the activities of project managers. Project managers should be assigned to each key domain and/or location (in multi-site data center relocation’s). Domains might include:
Mainframe/Host complexes
Server farms
DASD and Storage systems
Specialized equipment
Procurement and Logistics
Facilities
Voice/Data, etc.
The all-too-common practice of assigning one P.M. to run the entire project may work for small efforts. Keep
in mind a large data center relocation will need a dedicated P.M. team.
The role of the project manager in any data center relocation or consolidation is critical. It will determine the
projects success, or failure. Your project managers will be among the most experienced and capable in the
organization.
Your project management team (and for a larger project, you will need a team) should ideally be supported
with a enterprise-wide Program Management Office (P.M.O).
The P.M.O should have the authority and budget to commit and manage the resources (budget, people,
processes) needed to ensure the project’s success.
Among the many responsibilities that the data center relocation project manager will have are to:
o Lead meetings to manage and coordinate data center relocation, consolidation, and migration
plans
o Lead meetings to manage and coordinate data center relocation, consolidation, and migration
requirements, specifications, and architecture
o Lead meetings to manage and coordinate data center relocation, consolidation, and migration
execution
o Create and maintain Microsoft Project, Excel, and Visio documentation, track and support overall
project direction and progress on a daily and weekly basis
o Interface with construction manager(s), crew leads, and data center build teams
o Manage outside data center vendors and services suppliers
o Direct and coordinate cross-functional organizational activities for the project to ensure that key
goals or objectives are accomplished
o Be effective working among highly technical IT professionals
o Manage and complete the project within an intense operational production data center
environment, while using sound technical, political, and procedural judgment throughout the
process.
o Ensure financial accountability and electronic logging for data center assets, particularly in a large
enterprise I.T. environment.
DRC Project Management Responsibilities
Once you have the core team in place, you can begin to develop a detailed scope:
Is this relocation within the existing campus or to a new facility at a distance?
What will move?
What will remain?
When is this supposed to happen?
What is the financial plan?
Will you do it with in-house staff?
Will you use consultants?
What migration strategy – forklift, swing, swap…?
Who are the key stakeholders?
When your project’s scope has been defined, the next step to begin your Data Center Relocation
Project is to contact N.C.W.S. to begin pre-planning phase.
Contact National Computer Warehouse Services today at:
(800) 892-2354 (National Toll Free)
(617) 517-3707 (Boston , MA Office)
(805) 233-7596 (Simi Valley , CA Office)
(214) 453-0502 (Dallas , TX Office)
