EVALUATION CHECKLIST
Bring the application, architecture, and decision criteria.
Use this checklist to define a representative Halo evaluation before testing begins.
Decision and source estate
- Application, business purpose, and criticality
- Source product, edition, version, and topology
- Business owner, technical owner, and decision date
- Migration, consolidation, or architecture question
- Non-negotiable and stop-early requirements
Compatibility surface
- Required Oracle, MySQL, or PostgreSQL mode
- Types, functions, operators, and query behavior
- Schemas, tables, indexes, partitions, views, and sequences
- Procedures, functions, packages, triggers, and temporary objects
- Transactions, isolation, locking, and error behavior
- DBLINK, foreign-data, and extension dependencies
Application and integration
- Drivers, connection pools, frameworks, and ORM
- Jobs, reporting, administration, and monitoring tools
- Authentication, authorization, and cryptographic requirements
- Upstream, downstream, and external-service dependencies
Data and workload
- Data volume, distribution, growth, and retention
- Representative transactions and query mix
- Concurrency, batch windows, and peak conditions
- Latency, throughput, stability, and resource criteria
- Sensitive-data and secure-transfer constraints
Target architecture and continuity
- Processor, operating system, storage, network, and topology
- Replication mode and synchronization level
- Failover, switchover, fencing, and application reconnect
- Backup type, validation, retention, restore, and PITR
- DLB, TWR, HSM, or HDS requirements when applicable
Operations and observability
- Installation and configuration ownership
- Monitoring, HWR, and diagnostic evidence
- Resource controls and tuning responsibilities
- Maintenance, upgrade, and recovery procedures
- Required extensions and administration tools
Acceptance and decision record
- Requirement owner and test owner
- Expected result and measurement method
- Evidence to retain
- Passed, remediation, unsupported, or untested status
- Retest conditions
- Proceed, remediate, or stop recommendation