AWS Migration Strategies: The 6 Rs

Migrating to AWS is not a monolithic process. Depending on business goals, technical debt, and time constraints, organizations choose different paths. For the SAA-C03 exam, you must identify the most efficient migration strategy based on specific scenario requirements.

The “Moving House” Analogy

Imagine you are moving from an old house (On-Premises) to a modern luxury apartment (AWS):

  • Rehosting: You hire a truck and move all your old furniture exactly as it is. It’s fast, but your old bulky sofa might not fit the new aesthetic.
  • Replatforming: You move your furniture, but you buy a new, energy-efficient fridge that fits the apartment’s pre-installed kitchen hookups.
  • Refactoring: You realize your old furniture doesn’t work. You buy modular, smart furniture designed specifically for the apartment layout.
  • Repurchasing: You sell everything and move into a fully furnished apartment where the landlord provides all services (SaaS).
  • Retaining: You keep a few boxes in the old house’s garage because they aren’t ready to move yet.
  • Retiring: You finally throw away that broken chair you haven’t used in 10 years.

Core Concepts & Well-Architected Alignment

Migration strategies directly impact the AWS Well-Architected Framework pillars:

  • Performance Efficiency: Refactoring allows for serverless and auto-scaling, maximizing performance.
  • Operational Excellence: Replatforming to managed services (like RDS) reduces the operational burden of patching and backups.
  • Cost Optimization: Retiring unused assets immediately lowers the TCO (Total Cost of Ownership).

Migration Strategy Comparison

Strategy Complexity Cloud Benefit Common Tools
Rehost (Lift & Shift) Low Low (Immediate) AWS Application Migration Service (MGN)
Replatform (Lift & Reshape) Medium Medium AWS Database Migration Service (DMS)
Refactor (Decouple) High Highest (Cloud Native) AWS Lambda, Fargate, SQS
Repurchase (Drop & Shop) Low/Medium High (SaaS) AWS Marketplace

Decision Matrix (If/Then)

  • If the requirement is to move quickly with zero code changes: Use Rehost.
  • If you want to reduce DB management but keep the app logic: Use Replatform.
  • If the legacy app is a “monolith” requiring high scalability: Use Refactor.
  • If you are moving from a self-hosted CRM to Salesforce: Use Repurchase.
  • If an application has strict compliance requirements that AWS can’t meet yet: Use Retain.

Exam Tips: Golden Nuggets

  • MGN is the “Go-To”: AWS Application Migration Service (MGN) is the primary recommendation for Rehosting physical, virtual, or cloud-based servers.
  • Managed Services: Look for keywords like “reduce administrative overhead.” This almost always points to Replatforming (e.g., moving from on-prem SQL Server to Amazon RDS).
  • VMware Cloud on AWS: If the scenario mentions a large VMware environment and a “fast” migration without changing VM formats, this is a specialized Rehosting path.
  • Refactoring = Agility: If the goal is “maximum business agility” or “innovation,” Refactoring (Cloud-Native) is the answer, despite the high effort.

Migration Visual Roadmap

ON-PREMISE Rehost Replatform Refactor Repurchase Retain/Retire AWS CLOUD ENVIRONMENT EC2 RDS Lambda

Key Services

  • AWS MGN: Automated lift-and-shift server migration.
  • AWS DMS: Migrates databases with minimal downtime.
  • SCT: Schema Conversion Tool for heterogeneous DB moves.

Common Pitfalls

  • Over-Engineering: Trying to refactor everything at once (causes delay).
  • Ignoring Egress: Not accounting for data transfer costs out of AWS.
  • Licensing: Forgetting to check if MSFT/Oracle licenses are portable (BYOL).

Quick Patterns

  • Speed: Rehost + MGN.
  • DB Modernization: Replatform + DMS.
  • Legacy Replacement: Repurchase (SaaS).

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