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Seamless Migration to Elastic Cloud for a Leading IT Services Provider in the USA

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Client

The client is a U.S.-based IT services and system integration provider. They specialize in enterprise infrastructure solutions, including Cisco networking, VMware, and Veeam services. Their distribution model is dealer-based, serving a dynamic supply chain.

Project Context

With over 1,000 indices, 7TB of data, and active live ingestion, the client needed to migrate from an on-prem Elasticsearch cluster to Elastic Cloud without impacting daily operations.

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Project Objectives

- Migrate 7TB of data and 1,000+ indices
- Replicate security configurations, ILM policies, and agent setups
- Enable cost-optimized tiered storage
- Achieve near-zero downtime during migration

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Challenges

- Complexity of migrating system and live data
- Risk of misconfiguration in CCR, ILM, and Fleet
- Migration downtime limited to 4–6 hours

Solution

- Phased snapshot restoration with full validation
- Migrated system indices first, then live/historical data
- Custom scripts for security and policy replication
- Optimized frozen tier storage

Solution Delivery

SquareShift executed a phased migration with test validations and configuration transfers. ILM, agent, and security policies were replicated precisely to maintain full continuity.

To explore the full scope, use the download link below.

Testimonial

SquareShift’s strategy delivered a smooth transition with zero surprises & we're now future-ready.

Technology Stack

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