# Current State Discovery Plan **Purpose**: Gather all critical information about the existing setup to ensure successful migration and optimization **Status**: Required before any migration attempt ## 1. INFRASTRUCTURE DISCOVERY ### Hardware & System Information - [ ] **Server Hardware Details** - CPU specifications (cores, architecture, capabilities) - RAM capacity and configuration - Storage devices (SSDs, HDDs, sizes, mount points) - GPU hardware (NVIDIA/AMD/Intel for acceleration) - Network interfaces and configuration - [ ] **Operating System Details** - OS version and distribution - Kernel version - Installed packages and versions - System services currently running - Firewall configuration (ufw, iptables) ### Network Configuration - [ ] **Current Network Setup** - IP address ranges and subnets - Domain name currently in use - SSL certificates (Let's Encrypt, custom CA) - DNS configuration (local DNS, external) - Port mappings and exposed services - Reverse proxy configuration (if any) ## 2. CURRENT SERVICES INVENTORY ### Docker Services - [ ] **Container Discovery** - All running containers (`docker ps -a`) - Docker images in use (`docker images`) - Docker networks (`docker network ls`) - Docker volumes and their contents (`docker volume ls`) - Docker Compose files location and content ### Service-Specific Details - [ ] **Database Services** - PostgreSQL: databases, users, data size, configuration - Redis: configuration, data persistence, memory usage - InfluxDB: databases, retention policies, data size - Any other databases (MySQL, MongoDB, SQLite) - [ ] **Media Services** - Jellyfin: media library locations, user accounts, plugins - Immich: photo storage paths, user accounts, configurations - Other media services (Plex, Emby, etc.) - [ ] **Web Services** - Nextcloud: data directory, database backend, user accounts - Any web applications and their configurations - Static websites or custom applications - [ ] **Monitoring & Management** - Existing monitoring (Prometheus, Grafana, etc.) - Log management systems - Backup systems currently in place - Management interfaces (Portainer, etc.) ## 3. DATA & STORAGE DISCOVERY ### Storage Layout - [ ] **Current Storage Structure** - Mount points and filesystem types - Data directory locations for each service - Storage usage and capacity - Backup locations and schedules - RAID configuration (if any) ### Data Volumes - [ ] **Critical Data Identification** - Database data directories - Media libraries (movies, TV shows, photos) - User configuration files - SSL certificates and keys - Application data and logs ## 4. SECURITY & ACCESS DISCOVERY ### Authentication - [ ] **Current Auth Systems** - User accounts and authentication methods - LDAP/Active Directory integration - OAuth providers in use - API keys and service tokens ### Security Configuration - [ ] **Current Security Measures** - Firewall rules and exceptions - VPN configuration (if any) - fail2ban or intrusion detection - SSL/TLS configuration - Password policies and storage ## 5. INTEGRATION & DEPENDENCIES ### Service Dependencies - [ ] **Inter-service Communication** - Which services depend on others - Database connections and credentials - Shared storage dependencies - Network communication requirements ### External Integrations - [ ] **Third-party Services** - Cloud storage integrations - Email services for notifications - DNS providers - Content delivery networks - Backup destinations ## 6. PERFORMANCE & USAGE PATTERNS ### Current Performance - [ ] **Baseline Metrics** - CPU, memory, and disk usage patterns - Network bandwidth utilization - Service response times - Peak usage times and loads ### User Access Patterns - [ ] **Usage Analysis** - Which services are actively used - User count per service - Access patterns (internal vs external) - Critical vs non-critical services ## 7. BACKUP & DISASTER RECOVERY ### Current Backup Strategy - [ ] **Existing Backups** - What is currently backed up - Backup schedules and retention - Backup destinations (local, remote) - Recovery procedures and testing - RTO/RPO requirements ## 8. CONFIGURATION FILES & CUSTOMIZATIONS ### Service Configurations - [ ] **Custom Configurations** - Docker Compose files - Application configuration files - Environment variables - Custom scripts and automation - Cron jobs and systemd services --- # DISCOVERY EXECUTION PLAN ## Phase 1: Automated Discovery (1-2 hours) **Goal**: Gather system and service information automatically ### Script 1: System Discovery ```bash ./discovery_scripts/system_info_collector.sh ``` **Collects**: Hardware, OS, network, storage information ### Script 2: Service Discovery ```bash ./discovery_scripts/service_inventory_collector.sh ``` **Collects**: All running services, containers, configurations ### Script 3: Data Discovery ```bash ./discovery_scripts/data_layout_mapper.sh ``` **Collects**: Storage layout, data locations, usage patterns ## Phase 2: Manual Review (2-3 hours) **Goal**: Validate automated findings and gather missing details ### Review Tasks: 1. **Validate Service Inventory** - Confirm all services are identified - Document any custom configurations - Identify critical vs non-critical services 2. **Security Configuration Review** - Document authentication methods - Review firewall and security settings - Identify certificates and keys 3. **Integration Mapping** - Map service dependencies - Document external integrations - Identify customizations ## Phase 3: Risk Assessment (1 hour) **Goal**: Identify migration risks based on current state ### Risk Analysis: 1. **Data Loss Risks** - Identify critical data that must be preserved - Assess backup completeness - Plan data migration strategy 2. **Service Disruption Risks** - Identify dependencies that could cause failures - Plan service migration order - Prepare rollback strategies 3. **Configuration Risks** - Document configurations that must be preserved - Identify hard-to-migrate customizations - Plan configuration migration --- # DELIVERABLES After completing discovery, we'll have: 1. **Current State Report** - Complete inventory of existing setup 2. **Migration Gap Analysis** - What's missing from current migration plan 3. **Risk Assessment Matrix** - Specific risks and mitigation strategies 4. **Updated Migration Plan** - Revised plan based on actual current state 5. **Rollback Procedures** - Specific procedures for your environment --- # CRITICAL QUESTIONS TO ANSWER Before proceeding, we need answers to these key questions: 1. **What is your actual domain name?** (replaces yourdomain.com placeholders) 2. **What services are you currently running?** (to ensure none are missed) 3. **Where is your critical data stored?** (to ensure no data loss) 4. **What are your uptime requirements?** (to plan maintenance windows) 5. **Do you have a staging environment?** (to test migration safely) 6. **What's your rollback tolerance?** (how quickly can you revert if needed) **Recommendation**: Execute the discovery plan first, then revise the migration approach based on actual current state rather than assumptions.