Migration planning and cutover

A migration moves business responsibility as well as data. Define the evidence for switching readers or writers, and establish what happens when that evidence is incomplete.

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Cutover checks

This example compares two reviews against agreed migration limits.

Initial and reconciled cutover evidence
Review criterionInitial reviewReconciled review
Replication lagExample limit: 60 seconds200 seconds24 seconds
Unexplained business differencesRequired: zero unresolved differences2 differences0 differences
Consumer access checksRequired: expected access allowed and deniedPendingVerified
Initial review

Keep the current system in use

Resolve the differences, reduce lag and verify access before switching traffic.

Reconciled review

Request cutover approval

These checks meet the agreed limits. The migration owner must also verify recovery readiness and data completeness before approving the cutover.

Switching traffic back does not reverse writes already committed.

Inventory dependencies and authority

List the source collections, downstream consumers, scheduled jobs, exports, access policies, and operational owners affected by the migration. Include informal dependencies such as a spreadsheet export used for month end review. Identify which system remains authoritative at each stage and which writes are permitted.

Define success in business terms as well as row counts. A migrated invoice must preserve identity, amounts, currency, lifecycle meaning, relationships, and the access rules needed by its consumers. Capture known source defects separately so the migration is not blamed for every discrepancy already present in the original system.

Coordinate the baseline with ongoing change

A baseline copy and a change stream must join at a defined position. Without a consistent handoff, records can be missed or applied twice while the source continues changing. Use the source technology's documented snapshot and log mechanisms, and preserve enough position metadata to prove coverage.

Throttle backfills to protect the source and monitor replication lag, queue age, and storage growth. Make transformation logic versioned and rerunnable. If loading into a live projection, separate backfill traffic from current updates or apply ordering rules so an older snapshot row cannot overwrite a more recent event.

PhaseRequired evidenceDecision
PreparationOwnership and source inventoryScope is understood
BackfillCoverage and transformation checksBaseline is complete
Parallel validationReconciled business resultsNew path is credible
CutoverLag and access checks within agreed limitsTraffic may switch
StabilizationOperational and business reviewOld path may retire

Make cutover criteria explicit

Set measurable criteria for completeness, tolerated lag, reconciliation differences, permission behavior, and recovery readiness. Assign a decision owner and define how the team pauses or aborts. A scheduled cutover time should not override missing evidence that a critical consumer will function correctly.

Shadow reads or parallel reports can reveal semantic differences before switching users. Compare results at the correct grain and include difficult cases such as corrections, nulls, historical classifications, and duplicate identities. Keep the comparison window long enough to include the business processes that matter, such as a settlement cycle or periodic close.

Separate rollback from data repair

Reverting an application deployment does not undo writes already committed to a new store or external system. Define the point after which rollback requires reconciliation or a forward repair. If two systems accept writes during transition, specify conflict resolution and avoid assuming dual writes are atomic.

After cutover, monitor business results, access denials, backlog, and exception rates. Preserve the old path only under a controlled retention and access plan, then retire it when the agreed evidence is complete. Finish with an ownership handover, updated runbooks, and a restoration exercise that reflects the new information path.