You only need to stop lustre if you are planning to decommission the old 
hardware and switch over entirely to the new hardware.  In that case, stopping 
lustre is needed to ensure that no new content is created on the mdt during the 
final sync.

Thanks, that was my guess, as that that presentation described a full migration rather than an incremental backup situation.

If you are just trying to keep an on-going backup of the mdt on another zpool, 
you can just keep doing incremental snapshots and don't have to stop lustre 
(with the knowledge that your backup of the mdt data will be slightly old).

Good guess, that's pretty much what I want to do. BTW with a belt-and-braces approach I also mean to 'tar' and 'getfattr' (just-in-case) the same to a different media.

BTW I wonder whether I should bother to do the same for the MGT -- on one hand it is tiny, on the other my guess is that its state is pretty much irrelevant in case of restoring the MDT.
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