Migration Checklist & Go-Live

Migration Checklist & Go-Live

Use this checklist to plan and execute your Gen2 → Gen3 migration. Work through each section in order.

Phase 1: Preparation

☐ Inventory all Gen2 configurations
    ☐ Management zones (→ Segments)
    ☐ Alerting profiles (→ Workflows)
    ☐ Problem notifications (→ Workflow actions)
    ☐ Metric events (→ Anomaly detectors)
    ☐ Classic SLOs (→ Platform SLOs)
    ☐ Classic dashboards (→ Gen3 dashboards)
    ☐ API tokens (→ OAuth clients)
    ☐ User roles (→ IAM policies)

☐ Export all configs with Monaco download
☐ Document custom integrations (webhooks, APIs)
☐ Identify USQL queries to migrate to DQL
☐ Train team on DQL basics (Module 4 of this course)

Phase 2: Build

☐ Create OAuth clients for automation
☐ Set up IAM groups and policies
☐ Create Segments (replacing management zones)
☐ Build Gen3 dashboards (DQL-powered)
☐ Create anomaly detectors (replacing metric events)
☐ Build notification workflows (replacing alerting profiles)
☐ Migrate SLOs to Platform SLO API
☐ Update Terraform/Monaco configs for Gen3 auth
☐ Create investigation notebooks

Phase 3: Test

☐ Verify all DQL queries return expected data
☐ Test anomaly detectors trigger correctly
☐ Test workflow notifications reach correct channels
☐ Verify SLO calculations match Gen2 values
☐ Test IAM — each group can access only their data
☐ Verify dashboards show correct visualizations
☐ Run side-by-side comparison (Gen2 vs Gen3) for 1 week

Phase 4: Go-Live

☐ Communicate migration timeline to all users
☐ Switch primary monitoring to Gen3 dashboards
☐ Activate all Gen3 workflows
☐ Disable Gen2 alerting profiles (don't delete yet)
☐ Monitor for 1 week — compare alert volumes
☐ Decommission Gen2 alerting after validation
☐ Update documentation and runbooks
☐ Archive Gen2 configs (keep for rollback)

Common Migration Issues

Issue                                   Solution
──────────────────────────────────────  ──────────────────────────────────────
DQL query returns no data               Check data object name (logs not log)
Dashboard tiles show empty              Check DQL syntax, verify data exists
Workflow doesn't trigger                Check trigger config, verify actor perms
SLO shows wrong value                   Check DQL SLI, verify criteria is array
OAuth token fails                       Check scopes, verify resource URN
Settings API returns 403                Some settings need OAuth, not API token
Management zone filter missing          Use Segments or DQL filter instead
USQL query doesn't translate            Check field name mapping (Module 7)

Resources

• Dynatrace Documentation (Gen3/SaaS docs)
• Dynatrace for AI — Official Agent Skills with DQL patterns
• dtctl — kubectl-style CLI for Dynatrace
• Config as Code Samples — Monaco + Terraform examples
• Dynatrace Community — Forums and knowledge base

Congratulations!

You've completed the Gen2 → Gen3 Migration course. You now understand:

• The new Grail architecture and Smartscape entity model
• DQL as the universal query language
• How to migrate dashboards, alerts, SLOs, and notifications
• The new IAM model with ABAC policies
• Config as Code with Terraform, Monaco, and dtctl