Lift & shift or Cloud-native Migration

Lift & shift or Cloud-native Migration

Cloud migration is the process of moving data, applications, and other business elements from an organization's on-premises infrastructure to a cloud-based environment. Cloud migration can offer many benefits to businesses, such as scalability, flexibility, cost-efficiency, security, and innovation. However, cloud migration also involves some challenges and risks, such as compatibility issues, data loss, downtime, compliance requirements, and vendor lock-in. Therefore, cloud migration requires careful planning and execution to ensure a successful outcome.

The choice to migrate using platform as a service (PaaS) or infrastructure as a service (IaaS) technologies is driven by the balance between cost, time, existing technical debt, and long-term returns. IaaS is often the fastest path to the cloud with the least amount of required change to the workload. PaaS could require modifications to data structures or source code, but produces substantial long-term returns in the form of reduced operating costs and greater technical flexibility.

Migration scenarios

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Migration strategies

There are different types of cloud migration strategies that can be adopted depending on the specific needs and goals of each organization. Microsoft recommends four alternative strategies for migrating an application to the Azure cloud: Rehost/Lift and Shift, Refactor, Rearchitect, and Rebuild. AWS has the following 6 Strategies for Migrating Applications to the Cloud:

  • Rehosting - Otherwise known as “lift-and-shift.”
  • Replatforming - I sometimes call this “lift-tinker-and-shift.”
  • Repurchasing - Moving to a different product.
  • Refactoring / Re-architecting - Re-imagining how the application is architected and developed, typically using cloud-native features.
  • Retire - Get rid of.
  • Retain - Usually this means “revisit” or do nothing (for now).

In this article, I am going to focus only on the two options on either side of the spectrum purposely as Lift & shift ("Rehost") is the easiest & cost-effective but provides limited benefits in the long term. However, the Cloud-native ("Rebuild") option is the most complex & costly but provides higher long-term benefits.

Lift & shift

This is the simplest and fastest way of migrating to the cloud. It involves moving the existing applications and data from the on-premises servers to the cloud without making any changes or optimizations. This strategy can reduce the migration time and cost, but it may not leverage the full potential of the cloud services and features.

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Lift and shift cloud migration strategy, also known as rehosting, involves moving an application to the cloud without making significant changes to its architecture or code. Instead, the application is simply lifted from its current environment and shifted to the cloud environment. This strategy can offer some advantages and disadvantages, which are as follows:

Advantages:

  1. Faster migration: Lift and shift strategy is one of the fastest ways to migrate an application to the cloud since it involves minimal modifications to the application architecture and code.
  2. Minimal downtime: This strategy minimizes application downtime since the application can be quickly moved to the cloud environment without requiring significant modifications.
  3. Cost-effective: Since the application is not being redesigned, the cost of migrating an application using this strategy is relatively low.
  4. Minimal risk: The risk associated with migration is relatively low since the application is not being redesigned.

Disadvantages:

  1. Inefficient use of cloud resources: Applications migrated using the lift and shift strategy are not optimized to take advantage of cloud-native features, which means that the application may not be utilizing cloud resources efficiently.
  2. Reduced scalability: Since the application architecture remains the same, it may not be possible to scale the application as needed to handle sudden spikes in demand.
  3. Security risks: Applications that are simply lifted and shifted may not be secure since they may not have been designed with cloud security best practices in mind.
  4. Limited benefits: This strategy does not offer many of the benefits of cloud computing, such as improved performance, flexibility, and reliability, which can be achieved through more extensive cloud-native optimization.

In conclusion, the lift and shift strategy can be an efficient way to migrate an application to the cloud quickly and at a lower cost, but it may not be the best option if you want to take full advantage of cloud-native features and benefits.

Cloud-native

Cloud-native architecture and technologies are an approach to designing, constructing, and operating workloads that are built in the cloud and take full advantage of the cloud computing model.

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The Cloud Native Computing Foundation provides the official definition:

Cloud-native technologies empower organizations to build and run scalable applications in modern, dynamic environments such as public, private, and hybrid clouds. Containers, service meshes, microservices, immutable infrastructure, and declarative APIs exemplify this approach.
These techniques enable loosely coupled systems that are resilient, manageable, and observable. Combined with robust automation, they allow engineers to make high-impact changes frequently and predictably with minimal toil.
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Cloud-native foundational pillars

Cloud-native is more of modernization ("Rebuild") rather than migration where software development and deployment are optimized for the cloud computing paradigm. Cloud-native services have become increasingly popular in recent years due to their advantages over traditional IT infrastructure approaches using IaaS. However, there are also some potential drawbacks to consider. Here are some advantages and disadvantages of cloud-native services:

Advantages:

  1. Scalability: Cloud-native services offer the ability to scale up or down resources on-demand, enabling businesses to accommodate changing workloads and traffic spikes quickly and cost-effectively.
  2. Cost savings: Cloud-native services offer cost savings by eliminating the need for businesses to purchase and maintain their hardware and infrastructure.
  3. Improved reliability and availability: Cloud-native services are designed to be highly available and fault-tolerant, reducing downtime and improving the reliability of applications.
  4. Faster time to market: Cloud-native services enable developers to deploy new features and updates faster than traditional infrastructure, allowing businesses to bring products and services to market more quickly.
  5. Flexibility: Cloud-native services provide a flexible platform that can be customized to meet specific business needs and requirements.

Disadvantages:

  1. Security: Cloud-native services may be vulnerable to security breaches, and businesses must take appropriate measures to secure their data and applications.
  2. Dependency on the cloud provider: Businesses that rely on cloud-native services are dependent on their cloud providers for the availability and performance of their applications.
  3. Integration complexity: Cloud-native services may require significant integration efforts to work with existing systems and applications.
  4. Technical expertise: Cloud-native services require specialized technical skills to implement and manage effectively.
  5. Complexity: Cloud-native services may have complex configurations and architectures, which can be difficult to understand and manage.

Overall, cloud-native services offer significant advantages over traditional infrastructure, but businesses must carefully evaluate their needs and consider the potential disadvantages before adopting cloud-native services.

Azure Migration Approach

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Anti-Patterns - Challenges at the extremes

Summary

It’s difficult to say which approach is objectively better as it depends on the specific needs and goals of the organization. Lift and shift can be a quick and easy way to migrate to the cloud, but it may not fully leverage the benefits of cloud-native features. On the other hand, cloud-native migration can be more complex and time-consuming, but it can lead to significant cost savings and improved performance in the long run. It’s important to carefully evaluate the trade-offs and choose the approach that best meets your organization’s needs.

Cloud migration is not a one-time event, but a continuous process that requires ongoing monitoring and optimization. Cloud migration can help businesses achieve their digital transformation goals and gain a competitive edge in the market. However, cloud migration also requires careful consideration of the benefits and challenges involved, as well as choosing the right strategy and partner for a successful outcome.

References

Yu-Jie Zheng

Cloud Solutions Architect@Cloud Ace | CKA |GCP Certified*11 | AWS Certified | Devops | Dynatrace

2mo

Thanks for the clear diagram

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Nagendra Babu Venkatachalaiah

Director @ IBM iX | Solution Architect | Digital Architect | Sitecore, Microsoft Power Platform, Dynamics

1y

Nice one very informative 👍

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