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Pre-Engagement Questionnaire
Prepared for
Version 1.0
Prepared by
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SMB Azure Business Continuity and Disaster Recovery
Prepared by [Type Author Here]
"361936332.docx", Template Version 1.0
Revision and Signoff Sheet
Change Record
Date Author Version Change Reference
1 Introduction............................................................................................................................................... 5
1.1 Scope................................................................................................................................................................. 5
2 Questionnaire............................................................................................................................................ 6
2.1 Organization Background.......................................................................................................................... 6
1. Remove any questions that do not seem relevant to the situation (Rational: The less
unnecessary questions the better).
2. Where appropriate, please make every attempt to fill in the information prior to
sending to the customer. Leverage the TAM, ATS, Services resources who have
worked on prior engagements. It may be possible that a recent RAP or RAAS was
performed that can be leveraged.
3. Once the above steps have been performed, there are two options:
a. Fill in any blanks in during say a scoping meeting with them or having a
pre-sales workshop with the customer.
b. Send this to the customer and ask them to complete what they can.
The approach taken for step 3 should be determined on a case-by case basis and may
depend on factors such as the strength or the relationship and previous interactions with
the customer.
1.1 Scope
This questionnaire is intended to capture information pertaining to the design of the
core components and dependencies in the current datacenter environment (public and
hybrid), the critical workloads required for business continuity, and the disaster recovery
plans. This deployment consists of a Microsoft solution based on Windows Server 2012
R2, Hyper-V and Azure IaaS. The information captured will help by identifying current
practices and areas where further details will be required.
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SMB Azure Business Continuity and Disaster Recovery
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2 Questionnaire
The goal of this questionnaire is to get the current background on your organization.
The results of the questionnaire will aid in the envisioning and planning phases of this
project.
Examples:
Public Cloud Only
Hybrid Cloud
Are you familiar with the licensing for System Center 2012 R2?
Do you own licenses for System Center 2012 R2? If possible list
them please.
Are you familiar with the subscription system for Azure IaaS?
For numbers of sites, workstations and servers and approximate number is sufficient.
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SMB Azure Business Continuity and Disaster Recovery
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2.3.2 Datacenter Resources
Question Response
Servers
Storage
What make and mode storage arrays do you use for virtual
compute resources?
Networking
Backup Management
Active Directory
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SMB Azure Business Continuity and Disaster Recovery
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with Pre-boot Execution Environment (PXE)?
Question Response
Citrix XenServer
VMware vSphere
VMware ESXi
VMware ESX
Other
Citrix XenDesktop
VDI
Other
Question Response
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SMB Azure Business Continuity and Disaster Recovery
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"361936332.docx", Template Version 1.0
2.3.5 System Center Virtual Machine Manager
Question Response
Do you have a version of System Center Virtual Machine Virtual Machine Manager Version ____ Update Release____
Manager is installed in your organization?
2.3.6 Azure
Question Response
Which Azure IaaS products are currently available and used in Virtual Machines
your organization?
Cloud Services
Virtual Network(s)
Storage
Azure Automation
Question Response
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SMB Azure Business Continuity and Disaster Recovery
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"361936332.docx", Template Version 1.0
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SMB Azure Business Continuity and Disaster Recovery
Prepared by [Type Author Here]
"361936332.docx", Template Version 1.0