Site Survey and Planning worksheet Questionnaire tab


As part of your Site Survey and Planning worksheet, you should have a tab containing migration project information from your initial migration questionnaire.

The following is an example of how to set up your Questionnaire tab.

Migration Project Information

Project Type

☐ Data Migration

☐ Other

Data Migration Objectives


Source Devices

Storage: [Storage Type]

No. of Devices: [No. of arrays]

Thin-provisioned: ☐ Yes ☐ No

Enumerate all devices

Client Devices

Operating System: [OS Version]

SAN boot: ☐ Yes ☐ No

MPIO: [MPIO Version]

HBAs: [HBA Vendor, Model, Firmware]

Fabric Switches




No. of Ports:

Current Protocols



Volume Manager




Destination Devices (Storage)

Storage: [Storage]

No. [Number]

Thin-provisioned: ☐ Yes ☐ No

For this service, NetApp filers only

Amount of Datato be Migrated (in TB)

[Amount of Data]

Summary and detail (each source device)

Number of LUNs

[Number of LUNs]

Summary and detail (each source device)

Data Reorganization

☐ Yes☐ No

Does the customer desire to move volumes/directories/folders/files into different data structures as part of the migration?

Outage Expectations

Outage Window

☐ Pre-defined ☐ Flexible

Standard Maintenance window polices : [Info]

Number and durations of outages that can be utilized. Please list maintenance windows, if any.

Desired Time frame for Completion

[Desired Time frame for Completion][Time Sensitivities]

Other Relevant Information

[Other Relevant Information]

Customer Organization Name and Location (City and State)