02
Understand
2. Dependencies and connectivity
01Map identity, DNS, certificates, file shares, databases, scheduled jobs, email, print, and time services
Record the decision, responsible owner, supporting evidence, and follow-up action.
02Record inbound and outbound flows with ports and owners
Record the decision, responsible owner, supporting evidence, and follow-up action.
03Include plant devices and vendor remote support
Record the decision, responsible owner, supporting evidence, and follow-up action.
04Test bandwidth, latency, outage behavior, and edge autonomy
Record the decision, responsible owner, supporting evidence, and follow-up action.
03
Apply
3. Data, licenses, and cost
| Reference | Input or decision to establish |
|---|---|
| 01 | Measure data volume, growth, sensitivity, residency requirements, and transfer window |
| 02 | Confirm application, operating system, database, virtualization, and user licenses |
| 03 | Model compute, storage, backup, support, logs, network, egress, dual running, and internal labor |
| 04 | Keep assumptions and taxes explicit |
05
Review
5. Backup and recovery
01Approve recovery point objective (RPO) and recovery time objective (RTO)
Record the decision, responsible owner, supporting evidence, and follow-up action.
02Include data, configuration, keys, identity, network, and integrations
Record the decision, responsible owner, supporting evidence, and follow-up action.
03Run a restore test before relying on the target
Record the decision, responsible owner, supporting evidence, and follow-up action.
04Record recovery sequence, decision authority, and communications
Record the decision, responsible owner, supporting evidence, and follow-up action.
06
Review
6. Cutover, rollback, and handover
- 01Rehearse migration and measure the windowDefine evidence and the exception path
- 02Define go/no-go and rollback triggersDefine evidence and the exception path
- 03Prevent duplicate transactions during transitionDefine evidence and the exception path
- 04Reconcile data and interfacesDefine evidence and the exception path
- 05Train support roles, transfer runbooks, and schedule the next recovery testConfirm ownership and handover