How to Migrate On-Prem to Azure — A Field Runbook


🧭 Overview

This field runbook distills lessons from multiple enterprise Azure migrations I’ve led — from hybrid datacenters to full cloud adoption across manufacturing, fintech, and religious organizations. It’s written for real-world engineers, not theory: what actually works when you’re connecting on-prem infrastructure to Azure at scale.


⚙️ 1) Plan the Landing Zone

Define the foundation before moving workloads.

  • Create Management Groups for governance tiers (Corp / Prod / Dev).
  • Enable Azure Policy for cost limits, resource naming, and security baselines.
  • Design a Resource Group strategy by function or application.
  • Turn on Defender for Cloud and Azure Monitor from day one.

🧩 2) Identity & Access

  • Sync on-prem Active Directory with Entra ID (Azure AD Connect or Cloud Sync).
  • Enable MFA and Conditional Access for administrators.
  • Use Privileged Identity Management (PIM) for Just-In-Time access.
  • Protect secrets in Key Vault with access policies and logging.

🌐 3) Networking & Connectivity

  • Build Virtual Networks (VNETs) for each environment (Prod, Test, Dev).
  • Create subnets for tiered app layers (front end / app / data).
  • Configure NSGs (Network Security Groups) and UDRs (User-Defined Routes).
  • Establish Site-to-Site VPN for initial connectivity.
  • For stable enterprise links, provision ExpressRoute — with firewall terminations on both ends.

🧱 4) Storage & Data Migration

  • Migrate file shares via Azure File Sync or AzCopy.
  • Use Azure Migrate for VM discovery and replication.
  • For databases, replicate to Azure SQL Managed Instance or SQL DB with minimal downtime.
  • Apply Storage Lifecycle Management for cold tiers and archive.

🖥️ 5) Compute & VMs

  • Use Azure Migrate to assess readiness scores and right-size VM SKUs.
  • Deploy VMs to availability zones and enable auto-shutdown policies.
  • For scalable apps, use VM Scale Sets or App Service Plans.
  • Modernize legacy VMs into containers or Functions when possible.

🔐 6) Security Posture

  • Enable Defender for Servers and Endpoints.
  • Apply zero-trust principles at every layer.
  • Use Azure Firewall or 3rd-party NVA for east-west and north-south traffic inspection.
  • Monitor with Sentinel (SIEM/SOAR) connected to Log Analytics.

📈 7) Monitoring & Observability

  • Centralize logs in Log Analytics Workspace.
  • Set alert rules for CPU, memory, latency, and availability.
  • Deploy Application Insights for performance tracking.
  • Integrate with Teams or email for critical alerts.

💾 8) Backup & Disaster Recovery

  • Use Azure Backup Vault for VMs and SQL instances.
  • Configure Geo-redundant storage (GRS).
  • Test restore operations quarterly.
  • Implement Azure Site Recovery (ASR) for cross-region failover.

💡 9) Governance & Cost Optimization

  • Enforce tags (owner, cost center, env).
  • Use Cost Management + Budgets for alerts.
  • Apply Azure Advisor recommendations for rightsizing.
  • Archive or deallocate unused resources.

🔄 10) Cutover Strategy

  • Perform final syncs using Azure Migrate replication.
  • Validate DNS, connectivity, and security rules.
  • Schedule cutover during low traffic windows.
  • Monitor telemetry immediately post-cutover for stability.

🧰 Tools & References

  • Azure Migrate – Workload discovery and replication.
  • Storage Explorer – File transfer and validation.
  • Azure Arc – Hybrid management for on-prem resources.
  • Bicep / Terraform – Infrastructure as Code for repeatability.
  • Microsoft Cloud Adoption Framework – Best practice guide.

🔗 Cross-Reference

Also see: How to Migrate On-Prem to Azure — A Field Runbook for the Microsoft implementation pattern.

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