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D4 · Migration and Modernization

The 7 Rs: migration strategies and AWS tools

Domain D4 (20%) tests your ability to select the right migration strategy for each application and the specific AWS tools to execute it. The 7 Rs, DMS, MGN and DataSync are guaranteed to appear on the exam.

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— application classification

The 7 Rs (formerly 6 Rs) is AWS's framework for classifying applications by migration strategy. Every application in the portfolio needs an assigned R based on its complexity, business value and dependencies.

Rehost

"Lift and Shift"
AWS Application Migration Service (MGN)

Move the application to AWS with no changes. Same architecture, same configuration — only the underlying hardware changes.

Use when:

Fast migration, low risk, short timeline, no time for modernization.

Don't use when:

Doesn't take advantage of cloud benefits like auto-scaling or managed services.

Relocate

"Hypervisor Lift and Shift"
VMware Cloud on AWS

Move on-premises VMware to VMware Cloud on AWS without converting to EC2. VMs keep their format.

Use when:

Heavy investment in on-premises VMware, want speed without recertifying equipment.

Don't use when:

Doesn't apply to apps on non-VMware hardware.

Replatform

"Lift, Tinker and Shift"
(from MySQL on EC2), Elastic Beanstalk

Small optimizations without changing the core architecture. Move to managed services with minimal effort.

Use when:

Want managed service benefits without redesigning the app.

Don't use when:

Requires some adaptation work — not a pure lift.

Refactor

"Re-architect"
, ECS/EKS, DynamoDB, API Gateway, microservices

Redesign the application to fully leverage cloud-native capabilities. More costly and slower, higher long-term value.

Use when:

App needs massive scale, lower operational cost, greater agility.

Don't use when:

Not viable for complex legacy apps with short timelines.

Repurchase

"Drop and Shop"
Salesforce, Workday, Atlassian Cloud, ServiceNow

Drop the on-premises software and replace it with a SaaS solution.

Use when:

Commodity software with no differentiated competitive advantage.

Don't use when:

If the app has deep customizations hard to replicate in SaaS.

Retire

"Decommission"
N/A — business decision

Identify and remove applications that are no longer needed. Reduces portfolio cost and complexity.

Use when:

Typically 10–20% of the portfolio. Unused apps, duplicate functionality.

Don't use when:

If the app has active users or known dependencies.

Retain

"Revisit"
N/A — not migrated

Keep on-premises for now. For apps with compliance reasons, critical latency, or recent investment.

Use when:

Critical mainframes, apps with < 1ms latency, compliance prohibiting cloud.

Don't use when:

Should be temporary — revisit in the next migration cycle.

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AWS Cloud Adoption Framework (CAF)

The CAF identifies organizational capabilities that must be developed for a successful migration. It organizes these capabilities into 6 Perspectives.

Business

Ensures IT is aligned with the business. ROI, business cases.

People

Organizational change management. Skills, roles, training.

Governance

Risk and compliance management. Portfolio management.

Platform

Systems and data architecture. Deploy processes.

Security

IAM, threat detection, incident response.

Operations

Monitoring, business continuity, operational change management.

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AWS Application Migration Service (MGN)

(formerly CloudEndure Migration) is AWS's rehost (lift-and-shift) service. It continuously replicates physical, virtual, or other-cloud servers into AWS with minimal cutover downtime.

MGN migration process

1.

Install the Replication Agent

Agent on the source server that starts continuous block-level replication.

2.

Continuous replication

Data is replicated in real time to a Staging Area in AWS (low-cost EC2).

3.

Launch Test Instance

Launch a test instance to validate everything works without affecting production.

4.

Cutover Window

Minimal cutover window (minutes). MGN converts the latest replica into the production instance.

MGN vs SMS (Server Migration Service)

AWS SMS — DEPRECATED

The old migration service. No longer receives new features. Exam questions mentioning SMS are being replaced by MGN.

MGN — Recommended

Continuous block-level replication (faster and more reliable), lower cutover downtime, supports more source platforms.

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AWS Database Migration Service (DMS)

migrates databases to AWS with minimal downtime using continuous change replication (CDC — Change Data Capture). It supports homogeneous migrations (Oracle→Oracle) and heterogeneous ones (Oracle→Aurora).

ScenarioTool
MySQL on-premises → Aurora MySQLDMS alone (homogeneous — same engine family)
Oracle on-premises → Aurora PostgreSQLAWS SCT (Schema Conversion Tool) + DMS
SQL Server → RDS SQL ServerDMS alone (homogeneous)
MongoDB → DynamoDBDMS with a MongoDB source endpoint
Oracle/Teradata Data Warehouse → RedshiftAWS SCT + DMS
Continuous replication as CDC (ongoing replication)DMS with ongoing replication tasks

DMS Replication Instance

DMS work runs on a Replication Instance (managed EC2). Not on the source or the target. To minimize replication latency, deploy the replication instance in the same VPC/region as the target.

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and alternatives — offline bulk data transfer

Current status: Snowcone was discontinued in November 2024, Snowmobile is retired, and Snowball Edge has not accepted new customers since November 7, 2025. For new customers, AWS recommends DataSync over Direct Connect (ideally a circuit dedicated to the migration) or AWS Data Transfer Terminal, a physical AWS facility where you bring your devices to upload at high speed; for edge compute, AWS Outposts. The table is kept for reference because the exam may still mention these devices.

DeviceCapacityEdge compute?Best for
Snowcone8–14 TB HDD/SSDYes (EC2, IoT Greengrass)Discontinued (2024). Formerly: space-constrained edge, IoT, remote missions
Snowball Edge Storage Optimized80 TB per nodeYes (EC2, Lambda)No new customers (Nov 2025). Formerly: NAS migration, datacenter backup, edge
Snowball Edge Compute Optimized42 TB + optional GPUYes (EC2, FPGA, GPU)No new customers (Nov 2025). Formerly: edge ML, video in remote locations
Snowmobile100 PB per truckNoRetired. Formerly: full datacenter migration (exabytes)

When to use Snow vs DataSync/Direct Connect?

First calculate the network transfer time: 100 TB at 1 Gbps takes ~9 days (no overhead); at 100 Mbps, ~90 days. If that's too long, add dedicated capacity (a 10 Gbps Direct Connect moves 1 PB in ~9-10 days) and run DataSync in parallel, or bring the data to AWS Data Transfer Terminal. For recurring transfers once the network link is established → DataSync or Direct Connect.

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AWS DataSync vs Storage Gateway

AWS DataSync — accelerated data transfer

Transfers data from NFS, SMB, HDFS, on-premises S3 to S3, EFS, FSx. Up to 10× faster than standard tools. Automates integrity validation.

  • • One-time or recurring for file synchronization
  • • On-premises NAS → S3/EFS/FSx
  • • S3 in one region → S3 in another region
  • • On-premises agent to access local file systems

AWS Storage Gateway — hybrid extension

Connects on-premises applications to S3 storage transparently. Not for one-time migration — it's for ongoing hybrid integration.

S3 File GatewayPresents S3 as an NFS/SMB file system
Volume GatewayiSCSI volumes with backup to S3 (Stored or Cached)
Tape GatewayReplaces physical tapes with S3 Glacier (Virtual Tape Library)
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AWS Transform (successor to Migration Hub) — planning and tracking

Migration Hub and Application Discovery Service stopped accepting new customers on November 7, 2025. Their successor is AWS Transform, which uses AI agents to discover, plan, and track application migrations executed with MGN, DMS, and other tools.

Discovery and inventory

AWS Transform imports inventories (RVTools, CMDB, Migration Evaluator collector) with servers, dependencies and usage. Formerly: Application Discovery Service.

Waves and orchestration

Groups servers into waves and coordinates execution with MGN and DMS. Formerly: Migration Hub Orchestrator and Journeys.

Strategy recommendations

Analyzes the portfolio and code and recommends the strategy (the 7 Rs). Formerly: Migration Hub Strategy Recommendations.

Strangler Fig

Incremental monolith-to-microservices transition is done with API Gateway or an ALB routing by path (Refactor Spaces was part of Migration Hub).

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Common exam traps

Trap: "DMS can migrate any database with no additional tools"

Reality: For heterogeneous migrations (different engine, e.g. Oracle → PostgreSQL), you must use AWS Schema Conversion Tool (SCT) first to convert the schema. DMS handles the data migration, SCT converts the schema.

Trap: "Snowball Edge is still the default choice for moving petabytes"

Reality: Snowball Edge has not accepted new customers since November 2025. Today you use DataSync over a dedicated Direct Connect or AWS Data Transfer Terminal; for edge compute, AWS Outposts.

Trap: "MGN and SMS are equivalent and both in active use"

Reality: SMS is deprecated. MGN is the official replacement. If the exam mentions SMS in an answer option, treat it as a trap signal.

Trap: "Refactor is always the best migration strategy"

Reality: It depends on context. Refactor is the most expensive and slowest. For short timelines or apps about to be retired, Rehost is the right choice. The "best" strategy depends on business requirements.

Did you get this topic?

Test what you just learned

A company has 5 PB of data in an on-premises datacenter that must be migrated to Amazon S3 within a few weeks. They have a 1 Gbps internet connection to the datacenter. What is the most practical way to complete the migration on time?

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