Server Migration Assessment

General Information

Who originally installed or configured your network? *

Another IT Company

Former Employee

Other

If "other" please explain *

Approximately when was your current server installed? *

Less than 2 years ago

2–5 years ago

5–8 years ago

More than 8 years ago

Do you have documentation for your network, passwords, or software licenses? *

Yes

Partial

No

What are your normal business hours? *

Is there a preferred time for server maintenance? *

Evenings

Weekends

Any Time

Current Server

Is your server: *

Physical Server

Virtual Machine (VM)

Server Manufacturer & Model *

Current Windows Server Version *

Windows Server 2012

Windows Server 2016

Windows Server 2019

Windows Server 2022

Please provide the server's hardware profile (Processor, RAM, Storage, RAID Configuration) *

Approximately how old is the server? *

Under 3 years

3–5 years

5–8 years

More than 8 years

Server Roles

Which services does your server provide? *

If "other" please describe *

Microsoft SQL Server

Do you use Microsoft SQL Server? *

Yes

No

SQL Version *

SQL Edition *

Express

Standard

Enterprise

Approximately how large is the database? *

SoftPro Software

Current SoftPro Version *

How many employees use SoftPro? *

How is SoftPro used? *

Installed on every workstation

Installed only on the server (Remote Desktop)

Not Sure

Has SoftPro Support advised you which versions of Windows Server and SQL Server are supported? *

Yes

No

Do you use any SoftPro integrations? *

Outlook

Microsoft Word

Document Imaging

Escrow Accounting

Remote Users

(Check all that apply)

User Computers

Number of Desktop PCs *

Number of Laptops *

Windows Versions *

Windows 10

Windows 11

Combination

Are all computers joined to the Windows domain? *

Yes

No

Unsure

Printers & Scanners

How many printers are used? *

For each printer, please list: Manufacturer Model Purpose (Office / Check Printer / Label Printer / Scanner) *

Do you scan documents directly to the server? *

Yes

No

Network

Internet Provider *

Download Speed (if known) *

Upload Speed (if known) *

Firewall or Router Brand *

Ubiquiti

SonicWall

Fortinet

Cisco

ISP Provided

Other

If "other" please describe *

Do employees work remotely? *

Yes

No

If yes, how do they connect? *

VPN

Remote Desktop

Telephone System

Phone System *

Traditional Phone Service

VoIP

Unsure

If VoIP, who is your provider? *

Email

Email Provider *

Microsoft 365

Google Workspace

Exchange Server

POP/IMAP

Other

If "other" please explain *

Is Multi-Factor Authentication (MFA) enabled? *

Yes

No

Unsure

Backup & Disaster Recovery

Do you have backups? *

Yes

No

Unsure

Backup Type *

Local

Cloud

Both

Backup Software *

Have you successfully restored files from backup? *

Yes

No

Unsure

Security

Antivirus Solution *

Is BitLocker or drive encryption enabled? *

Yes

No

Unsure

Do you currently have Cyber Insurance? *

Yes

No

Unsure

Licensing

Approximately how many employees access the server? *

Do employees Remote Desktop into the server? *

Yes

No

Unsure

Do you know if you have Remote Desktop (RDS) CAL licenses? *

Yes

No

Unsure

Other Software

Please list any additional software that depends on the server. *

Website & Domain

Who manages your website? *

Who manages your domain name and DNS? *

Final Questions

Have you experienced any issues with the current server? *

Slow Performance

Random Reboots

Disk Space Issues

Login Problems

Backup Failures

Vendor Support is Expiring Soon

Other

If "other" please describe *

Please list anything connected to the server or network that hasn't been mentioned? *

(IP Cameras, Alarm System, IoT/SmartHome Devices, speakers, TVs, Smart displays, etc)

Is there anything else you'd like for me to know before preparing a proposal? *

Server Migration Assessment

Company Information

General Information

Current Server

Server Roles

Microsoft SQL Server

SoftPro Software

User Computers

Printers & Scanners

Network

Telephone System

Email

Backup & Disaster Recovery

Security

Licensing

Other Software

Website & Domain

Final Questions