← Azure projects

Azure · Assessment

Azure Migrate Discovery & Assessment

Build a migration baseline from verified inventory, performance, dependency, and readiness data before choosing Azure targets or sequencing migration waves.

PlatformAzure
DomainMigration
LevelIntermediate
Last reviewed2026-09-19
Use whenBuild a defensible migration baseline before estimating or moving workloads to Azure.
Key decisionPrefer deeper discovery when available
Primary servicesAzure Migrate · Azure Migrate appliance · Assessment
Cost focusAssessment target sizes
On this page

Building blocks

Azure MigrateAzure Migrate applianceAssessmentDependency analysis

Design goal

Produce rightsized, defensible Azure migration recommendations that reflect real workload behavior and application dependencies rather than one-time server specifications.

Success criteria

  • Create an inventory
  • Collect configuration and performance evidence
  • Identify readiness blockers
  • Generate rightsized targets and migration waves

Architecture

Use appliance-based or import-based discovery depending on source access and depth required; group workloads by application before creating assessments.

Architecture flow

  • Discover or import inventory
  • Collect configuration/performance data
  • Group related workloads
  • Run assessment
  • Review readiness, sizing, cost, and dependencies
  • Create migration waves
Source EstateDiscover / ImportApp GroupsAssessmentMigration Waves
Source Estate
Discover / Import
App Groups
Assessment
Migration Waves

Architecture decisions

Decision

Prefer deeper discovery when available

Why

Appliance-based discovery provides recurring configuration/performance data and a richer basis for assessment than a one-time inventory import.

Trade-off

Continuous discovery improves sizing confidence and dependency context, but requires appliance deployment, credentials, connectivity, and a longer observation window.

Decision

Assess applications as groups

Why

Server-by-server assessment can miss dependencies that determine migration sequencing and outage planning.

Trade-off

Application grouping produces better migration sequencing, but requires ownership and dependency information that server inventories often do not contain.

Security

Protect the control and data paths deliberately. Use least-privilege discovery credentials, control appliance network access, and treat collected inventory as sensitive infrastructure data.

Cost drivers

  • Assessment target sizes
  • Licensing assumptions
  • Disk performance assumptions
  • Operating schedule
  • Network egress/ingress design after migration

Design assumptions

  • The source environment can provide reliable inventory data
  • A representative performance window is available for performance-based sizing

Implementation plan

  1. Define the assessment scope, ownership, target region, licensing assumptions, and whether discovery uses an appliance or imported inventory.
  2. Deploy the appliance or prepare import data, then reconcile discovered servers with the source platform before sizing decisions are made.
  3. Collect enough performance history to capture representative peaks and seasonality instead of relying on a short observation window.
  4. Group workloads into applications and review dependencies before using assessment results to drive migration-wave sequencing.
  5. Run alternative sizing and target scenarios, then review readiness, outliers, licensing, and cost assumptions with workload owners.

Validate the design

  • Reconcile discovered inventory with the source platform and explain missing, duplicate, or intentionally excluded systems.
  • Review performance outliers and low-confidence data before accepting rightsizing recommendations.
  • Confirm application groupings and critical dependencies with owners before turning assessment output into migration waves.
  • Compare at least one alternative sizing/licensing scenario for major cost outliers and document the chosen assumption.

Architecture basis

Continue a learning path