🗺️ Migration Strategies

The 7 Rs, CAF migration phases, Landing Zones, and tool selection by workload


Table of Contents

  1. The 7 Rs
    1. Detailed 7 Rs Reference
  2. Cloud Adoption Framework (CAF)
    1. Migrate Phase — Iterative Cycle
  3. Azure Landing Zone
  4. Migration Tool Selection by Workload
  5. SQL Migration Decision Tree
  6. Cost Optimisation During Migration
  7. Common Exam Scenarios

The 7 Rs

The 7 Rs (also called migration strategies or “disposition options”) are the standardised framework for deciding how each workload should be treated during a migration programme. The AZ-305 exam tests whether you can match a scenario to the correct R.

flowchart LR
    WL["Workload"]
    WL --> R1["🗑️ Retire\nDecommission — no business value"]
    WL --> R2["🔒 Retain\nStay on-prem — not ready for cloud"]
    WL --> R3["🚀 Rehost\nLift-and-shift to IaaS VM"]
    WL --> R4["🔧 Replatform\nMinimal change — managed service"]
    WL --> R5["🏗️ Rearchitect\nModify code for cloud-native patterns"]
    WL --> R6["🔨 Rebuild\nRewrite from scratch — cloud-native"]
    WL --> R7["🛒 Replace\nSwitch to SaaS product"]

Detailed 7 Rs Reference

Strategy Also Called Description Azure Example Effort
Retire Decommission Shut the workload down — no business value None
Retain Revisit Keep on-premises — compliance, latency, or not yet ready None
Rehost Lift-and-shift Move VM as-is to Azure IaaS — no code or config changes On-prem VM → Azure VM Low
Replatform Lift-and-reshape Minor optimisation for a managed service — minimal code change SQL Server on VM → Azure SQL MI Low–Medium
Rearchitect Refactor Modify application code to leverage cloud-native capabilities Monolith → microservices on AKS High
Rebuild Rewrite Build the application from scratch using cloud-native services Legacy app → Azure Functions + Cosmos DB Very High
Replace Drop-and-shop Retire and adopt an equivalent SaaS product Custom CRM → Dynamics 365 / Salesforce Medium

⚠️ Exam Caveat — Rehost vs Replatform: These two are the most commonly confused.

  • Rehost: VM moves to Azure VM — OS, app, config unchanged. Tool: Azure Migrate.
  • Replatform: App moves to a managed service (App Service, SQL MI) — app code is unchanged but the runtime or database engine changes slightly. Tool: DMS, App Service Migration Assistant. If the scenario says “no code changes, move the VM as-is”, the answer is Rehost. If it says “move SQL Server to a managed service with minimal changes”, the answer is Replatform.

Cloud Adoption Framework (CAF)

The Microsoft Cloud Adoption Framework (CAF) is the structured methodology for planning and executing cloud migrations. The migration-specific phases are:

Phase Activities
1. Strategy Define business justification, migration motivations, business outcomes
2. Plan Digital estate inventory (Azure Migrate), prioritise workloads, build migration backlog
3. Ready Deploy Azure Landing Zone, configure governance, security, networking
4. Migrate Migrate waves of workloads using the Assess → Deploy → Release cycle
5. Govern Apply Azure Policy, Cost Management, security baseline post-migration
6. Manage Operations management, monitoring, patching, backup

Migrate Phase — Iterative Cycle

Step Activity
Assess Azure Migrate assessment — sizing, cost, compatibility
Deploy Replicate + test migration (isolated VNet)
Release Cutover, decommission source, update DNS/CMDB

Azure Landing Zone

An Azure Landing Zone is a pre-configured, governed Azure environment that provides the foundation for migrated workloads — networking, security, identity, management, and compliance baselines are all in place before the first workload arrives.

Component What It Provides
Management Groups Hierarchy for applying governance at scale
Subscriptions Isolated billing and access control boundaries
Azure Policy Enforce governance (tagging, allowed regions, SKU restrictions)
Hub-and-Spoke VNet Centralised connectivity, shared services, ExpressRoute / VPN
Azure Firewall / NVA Centralised egress control
Log Analytics / Monitor Centralised observability
Microsoft Defender for Cloud Security posture baseline

⚠️ Exam Caveat — Landing Zone Before Migration: The exam expects you to include Landing Zone readiness as a prerequisite step before migrating workloads. If a scenario says “the team wants to start migrating immediately without any Azure preparation”, the correct recommendation is to deploy a Landing Zone first (even a simplified one).


Migration Tool Selection by Workload

Workload Recommended Tool(s)
VMware VMs → Azure VMs (rehost) Azure Migrate: Server Migration (agentless)
Hyper-V VMs → Azure VMs Azure Migrate: Server Migration
Physical servers → Azure VMs Azure Migrate: Server Migration (agent-based)
VMware VMs → AVS (no format change) HCX (vMotion, Bulk, RAV)
SQL Server → Azure SQL DB / MI DMS Premium (online) + DMA (assessment)
SQL Server → SQL Server on Azure VM Backup/Restore, DMS Offline
Oracle → Azure PostgreSQL SSMA for Oracle
MySQL → Azure Database for MySQL DMS
IIS web apps → Azure App Service App Service Migration Assistant
Generic app → AKS (containerise) Azure Migrate (AKS assessment) + manual Dockerfile
SAP on VMware → AVS HCX + SAP-specific pre-checks
Large-scale VMware estate (rehost) Azure Migrate + agentless replication

SQL Migration Decision Tree

flowchart TD
    SQL["SQL Server\nMigration"]
    SQL --> COMPAT{"Full SQL Server\ncompatibility needed?"}
    COMPAT -->|Full compat + OS access| SQLVM["SQL Server on Azure VM\nTool: Backup/Restore or DMS"]
    COMPAT -->|Near-full compat, managed| SQLMI{"SQL Agent / CLR\n/ cross-DB queries?"}
    SQLMI -->|Yes| MI["Azure SQL Managed Instance\nTool: DMS Premium (online)"]
    SQLMI -->|No| SQLDB["Azure SQL Database\nTool: DMS + DMA assessment"]

Cost Optimisation During Migration

Strategy Tool / Feature Saving
Azure Hybrid Benefit Bring existing Windows Server / SQL Server licences Up to 40–55%
Reserved Instances 1-year or 3-year commitment for predictable workloads Up to 60%
Right-sizing Performance-based Azure Migrate assessment 20–40% vs as-on-premises sizing
Dev/Test pricing Visual Studio subscribers — discounted VM rates Significant
Spot VMs Non-critical batch/dev workloads Up to 90%
Azure Advisor Post-migration right-size recommendations Ongoing

Common Exam Scenarios

Scenario Answer
Move VM to Azure with zero code or config changes Rehost (Azure Migrate: Server Migration)
Move SQL Server to Azure with minimal changes, managed service Replatform (Azure SQL MI via DMS)
App depends on VMware features, cannot be refactored Rehost to AVS (HCX migration)
Custom ERP is being replaced by SAP S/4HANA Cloud Replace (SaaS adoption)
Legacy app with no modernisation budget, keep on-prem 2 years Retain
Deploy Azure foundation before migrating workloads Azure Landing Zone
Reduce cost for predictable post-migration VMs Reserved Instances + Azure Hybrid Benefit
Assess which workloads to migrate, retire, or retain Azure Migrate digital estate assessment