Prepared for SG Heavy Industries

SQL Server Deployment Planning Services

SG Heavy Industries – Customer Deliverable

UpSearch, LLC 177 Front Street Berea, OH 44017 www.upsearch.com

UpSearch, LLC © 2016 Proprietary and Confidential

Prepared by

David Maxwell

Michael Fal

Ben Miller

This is an example report with recommendations.

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Contents Envisioning Session ....................................................................................................................................... 3

Overview ................................................................................................................................................... 3

Pre-engagement Questionnaire............................................................................................................ 3

Session Participants and Contact Information ...................................................................................... 4

Initial Problem Statement ..................................................................................................................... 4

Customer Objectives ................................................................................................................................. 5

Business Objectives ............................................................................................................................... 5

Technical Objectives ............................................................................................................................. 5

Operations Objectives ........................................................................................................................... 5

Architectural Design Session ......................................................................................................................... 5

Vision and Scope ................................................................................................................................... 5

Infrastructure Overview (include information on competitive products if applicable) ....................... 6

Solution Concept ................................................................................................................................... 7

Findings & Next Steps ................................................................................................................................... 7

Proof of Concept ................................................................................................................................... 7

Limited Online Pilot ............................................................................................................................... 7

Plan for Deployment, Migration or Upgrade ........................................................................................ 7

About the Authors ........................................................................................................................................ 9

About UpSearch .......................................................................................................................................... 12

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Envisioning Session

Overview

Pre-engagement Questionnaire

Customer Information Answer

Customer Name SG Heavy Industries

Customer Address 12 Richfield Rd, Cleveland, OH, 44111

Project Date 2016.04.08

Customer E-mail info@sghi.com

Customer Phone 216.851.1111

Customer Fax 216.851.9999

DPS Lead Consultant Name Colleen Morrow

Microsoft Account Manager Name John Smith

List Microsoft Agreements in Place (Enterprise Agreement, NDA, etc.) N/A

General Information Answer

What are your top challenges or pains for business and IT? Ensuring our order-entry system is highly available. We currently experience regular outages, both planned and unplanned. These outages prevent our sales people from entering or updating orders. It also impacts our ability to view current inventory or order status. The system needs to run with maximum uptime while still controlling costs. We also have an issue with financial reporting having a direct impact on the performance of the order entry system.

Please describe your main goals and objectives for this engagement. Questions to consider:

Is there a specific capability area you would like to focus on? (Platform Migration, Cloud Hybrid Extension, Platform Upgrade)

Is the focus of this engagement related to a particular project or initiative within your organization? If so, please give details, key stakeholders and any other departments or initiatives this project touches or influences.

What is the Business Unit you are focusing on?

What are the 3-5 Strategic Goals of this Unit?

What are the major issues/problems blocking the attainment of these goals?

Are the stakeholders for this project identified and onboard?

This engagement will focus on the database environment for the order entry system.

Upgrade to the most recent database version.

Implement a high-availability environment and disaster recovery strategy

Mitigate performance issues caused by running financial reports against the orders database

Current Environment Answer

Please describe your current environment. SQL Server 2008 R2 running on Windows Server 2008 R2 on a physical server. 3 Windows Server 2008 R2 application servers hosting order entry application. SQL Server Reporting Services 2008

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for financial reports. Back-end storage is EMC VMAX SAN. Database server and SAN are located at primary datacenter. DR datacenter located in Detroit, with its own SAN and Hyper-V cluster.

Which aspects of your current environment are you satisfied with? When no reports are executing, the application and database perform satisfactorily. EMC SAN performance satisfactory.

What is missing today from your current environment? Database high-availability and the ability to offload reporting.

Engagement Details Answer

If you are planning an upgrade or migration engagement, please list the current product(s) that you are using.

SQL Server 2008 R2 Enterprise Edition SQL Server Reporting Services R2 Windows Server 2008 R2 Hyper-V (but not with current database environment)

Please list any products that you are interested in learning more about.

SQL Server 2016

If you are planning a cloud based engagement, which workloads make the most sense for your organization at this time? Questions to consider:

How will the current on premise infrastructure be extended into the cloud?

Which workloads are currently targeted for hybrid or cloud expansion?

N/A

Session Participants and Contact Information

Name Position Phone Email

Angela Reed Director of IT - Infrastructure 216.851.2254 areed@sghi.com

Michael Jones Manager of Database Services 216.851.6813 mjones@sghi.com

Sanjay Patel Systems Engineer 216.851.2121 spatel@sghi.com

Chris Walker Sr. Database Administrator 216.851.7787 cwalker@sghi.com

Gary Turner Manager of Financial Services 216.851.2444 gturner@sghi.com

Dee Knight Developer 216.851.3368 dknight@sghi.com

Initial Problem Statement

SG Heavy Industries is currently using SQL Server 2008 R2 Enterprise Edition to house their Orders database. While adequately serving the needs of the order entry application that makes up the bulk of its workload, the current configuration does not handle concurrent reporting well. Users have reported noticeable performance degradation with the two workloads coincide. Additionally, required database and server maintenance lead to application downtime and lost revenue.

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Customer Objectives

Business Objectives

Availability of the order-entry system for sales representatives between 7am ET and 9pm PT

Ability to view current order data via customer web portal 24/7

Ability to execute necessary financial reports against real-time data between 8am ET and 6pm ET

Technical Objectives

Recovery Point Objective (RPO) – 15 minutes

Recovery Time Objective (RTO) – 1 hour

99.9% availability of the order entry database

Operations Objectives

Ability to perform necessary database maintenance and system patching while not impacting RTO/RPO

Minimize administrative overhead

Architectural Design Session

Vision and Scope

The business, technical, and operational requirements described by SG Heavy Industries are not unique. Businesses across all industries need their infrastructure to be highly available, redundant, and scalable to handle varied workloads. All while controlling costs and minimizing administrative overhead. SQL Server 2016 is perfectly positioned to satisfy those needs. The foundation of the recommended solution architecture utilizes SQL Server 2016’s AlwaysOn Availability Group feature to minimize planned and unplanned downtime. A synchronous replica located at the primary datacenter will serve as a real-time datasource for financial reporting, as well as a failover environment in the event of a localized failure of the primary database server. This synchronous secondary server also allows for system patching an upgrades to be performed without incurring application downtime. An asynchronous replica server deployed at the secondary datacenter will provide disaster recovery to meet RPO and RTO requirements. For additional high-availability and scalability, all replicas will be deployed to Hyper-V virtual machines, allowing system resources to be dynamically provisioned to meet changing workloads.

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Infrastructure Overview (include information on competitive products if applicable)

Table 1: Solution server summary

Server 1 Server 2 Server 3

Platform Hyper-V Hyper-V Hyper-V

Operating System Windows Server 2012 R2 Windows Server 2012 R2 Windows Server 2012 R2

Memory (GB) 128 128 128

Processors 8 8 4

Location Primary datacenter Primary datacenter Secondary datacenter

SQL Server version SQL Server 2016 SQL Server 2016 SQL Server 2016

SQL Server edition Enterprise Enterprise Enterprise

Role Primary replica Synchronous replica Asynchronous replica

Read/Write Read/Write Read-only No Read

Workload Order entry application Reporting, database backups None

Figure 1: Solution architecture

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Solution Concept

The solution architecture is comprised of 3 Hyper-V virtual machines (VMs) using SAN storage. Two of the VMs (Server1 and Server2) will reside on the Hyper-V cluster at the primary datacenter. Assigned disk will be placed on the primary VMAX SAN. The third server (Server3) will be created on the Hyper-V cluster located at the secondary datacenter and utilize disk from the SAN at that location. A Windows Server Failover Cluster (WSFC) will be created containing Server1, Server2, and Server3. Shared storage is not required for this cluster. The cluster will be configured for a Node and File Share majority quorum, using a file share location in the primary datacenter. Quorum votes will be assigned to Server1, Server2, and the file share.

SQL Server 2016 Enterprise Edition will be configured on Server1, Server2, and Server3. A SQL Server AlwaysOn Availability Group will be created containing the Orders database on each of these servers. Server1 and Server2 shall be defined as synchronous replicas with automatic failover. Both servers will also be configured to act as readable secondaries so that databases on the current secondary replica may be used to offload financial reporting and database backups. Server3 shall be defined as an asynchronous replica with manual failover for disaster recovery purposes only.

Findings & Next Steps

Proof of Concept

N/A

Limited Online Pilot

N/A

Plan for Deployment, Migration or Upgrade

Phase Task Duration

Project Scope Kickoff meeting 1 hour Determine stakeholders, resources, goals 1 hour

Preparation Develop load test plan 1 hour

Develop integration/end user test plan 2 hours

Develop HA/DR test plan 1 hour

Identify success metrics 1 hour

Collect and analyze performance metrics of existing

environment

40 hours

Identify and order hardware 2 hours

Implement load testing tool 8 hours

Collect necessary traces from current environment 2 hours

Test environment setup Install hardware 16 hours

Configure storage 8 hours

Configure virtual machines 8 hours

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Create service accounts 2 hours

Install and configure SQL Server 8 hours

Configure availability group 4 hours

Install and configure application/web servers 16 hours

Migrate databases to new SQL Server 8 hours

Add database(s) to availability group 2 hours

Migrate logins to new SQL Server 1 hour

Migrate/create SQL Agent jobs 1 hour

Upgrade SSIS packages to SSIS 2016 .5 - 1

hour per

package

Load Testing Perform storage benchmarking tests 4 hours

Perform application load testing 16 hours

Analysis of test results 2 hours

Load test sign-off .5 hours

Integration/End User Testing Perform planned end-user testing 16 hours

Perform planned application integration testing 16 hours

Integration/End User Test sign-off .5 hours

HA/DR Testing Perform planned HA/DR testing 4 hours HA/DR Test sign-off .5 hours

Prod environment setup Initiate log shipping of databases to new SQL Server 8 hours

Migrate logins to new SQL Server 1 hour

Migrate/create SQL Agent jobs 1 hour

Configure monitoring 1 hour

Production Go-Live Schedule migration window 1 hour

Submit necessary change management requests 1 hour

Shut down application servers 1 hour

Disable access to current SQL Server environment 1 hour

Take and apply final log backup for each database 2 hours

Bring databases online .5 hours

Add database(s) to availability group 1 hour

Update application connection strings 1 hour

Start all applications and validate connectivity 2 hours

Stop old servers .5 hours

Post-Upgrade Monitor SQL Server performance 8 hours

Final upgrade sign-off .5 hours

Decommission old server(s) 1 hour

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About the Authors

David Maxwell is a SQL Server Consultant at UpSearch.

David Maxwell is a database strategist, community evangelist and public speaker. He is passionate about helping community and business leaders get the most out of SQL Server.

Since 2000, David has served to protect, unlock and optimize data’s value within such diverse environments as healthcare providers, insurance companies, manufacturers and financial institutions. David has the unique ability to zero in

on a complex challenge quickly, and provide a long-term solution that fits both the business needs and budget.

Since 2012, David has maintained a SQL Server focused blog at https://dmmaxwell.wordpress.com/. He is a frequent presenter at local and regional events for the Professional Association for SQL Server (PASS) and works with the Columbus, OH based PASS chapter.

In his free time, David is an avid musician who plays several instruments, as well as a lover of puzzle-based games.

Education & Certifications

Microsoft Certified Solutions Expert: Data Platform (MCSE: Data Platform) IEPTO1: Immersion Event on Performance Tuning and Optimization – Part 1 IEPTO2: Immersion Event on Performance Tuning and Optimization – Part 2

Information Technology Skills

Microsoft SQL Server (through 2014) Microsoft SQL Server Reporting Services

(SSRS) Microsoft SQL Server Integration

Services (SSIS)

Systems architecture design, implementation, and administration

TCP/IP Networking with DNS and DHC

Speaking & Community Engagements

Since 2012, David has presented sessions on SQL Server maintenance, performance and database corruption at numerous SQL Saturday events throughout the Midwest, in addition to being a presenter and director for his local Columbus, OH based PASS chapter. David has also presented for several online events such as the PASS DBA Fundamentals and Performance Virtual Chapters, and 24 Hours of PASS. He is also the winner of the PASS Summit 2015 Speaker Idol competition.

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Michael S. Fal is a Microsoft Data Platform MVP and SQL Server Consultant at UpSearch.

Mike is a specialist in data management technologies. As a community advocate, public speaker, and blogger, Mike is a practicing thought leader for data and automation. He is passionate about DevOps and data, building platforms to optimize, protect, and use data efficiently.

Since 1999, Mike has been working in the database field, focusing primarily on SQL Server and specializes in automating data solutions to improve the reliability and efficiency of his environments. Mike has the unique ability to create robust, repeatable solutions to resolve a variety of technical challenges.

Mike has been working with databases for more than 15 years. He continues to blog at http://mikefal.net since 2011, writing about a wide range of topics that center around data management. He is an active member, and former board member, of the Denver SQL Server User Group as well as a volunteer for the Professional Association for SQL Server (PASS).

Education & Certifications

Microsoft Certified Solutions Expert: Data Platform (MCSE: Data Platform) Bachelor’s Degree, University of Colorado at Boulder

Information Technology Skills

Microsoft Azure Amazon Web Services (AWS) Microsoft SQL Server (through 2014) Powershell Database Development & Design

High Availability & Disaster Recovery DevOps & Data Management Performance Tuning NoSQL / Non-Relational Data

Management Publications

DevOps and the DBA, Simple Talk by RedGate A Month of SQLPS Blog Series, Art Of The DBA Guest Posts – Hey Scripting Guy TechNet Blog

Speaking & Community Engagements

Mike has presented at PASS Summit 2015, Powershell and the Art of SQL Server Deployment, IT/Dev Connections 2015, PowerShell for SQL Data Professionals, PASS Summit 2013, Monitoring Methodologies – The Hierarchy of Database Needs, and at many SQL Saturday conferences and user groups throughout the United States.

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Ben Miller is a Principal Consultant at UpSearch.

Ben is a database strategist, community advocate, author and public speaker. Ben’s passion to automate runs deep. He exemplifies how to work smarter and automates whenever possible in order to get more done with less effort.

Ben is a Microsoft Certified Master (SQL Server) and Microsoft Data Platform MVP. He holds numerous advanced industry certifications. Ben is also an active member of Professional Association for SQL Server (PASS) and leads

the Utah County Chapter SQL Server User Group. He earned a Bachelor of Science in Information Technology from Western Governors University.

Ben is a lifelong bowler and data professional. He has been bowling since he was 12 and has bowled a sanctioned 300 game putting him in the Bowler’s Hall of Fame. He loves helping others get more out of life through education and volunteers regularly in his local area.

Awards

Microsoft Data Platform MVP (2011 – Present)

Education & Certifications

Microsoft Certified Master (MCM) : SQL Server 2008 Microsoft Certified Solutions Master (MCSM) : Charter Data Platform Microsoft Certified Database Administrator (MCDBA) Microsoft Certified Applications Developer (MCAD) : .Net 2.0 Bachelor of Science, Information Technology, Western Governors University

Information Technology Skills

Microsoft Azure Amazon Web Services (AWS) Microsoft SQL Server Engine Internals Microsoft SQL Server Encryption Microsoft SQL Server Partitioning Microsoft SQL Server Availability Groups Microsoft SQL Server Clustering

Data Warehouse & ETL Design Database Development & Design High Availability & Disaster Recovery DevOps & Data Management ETL Architecture Performance Tuning Powershell

Publications & Presentations

SQL Server MVP Deep Dives, Vol. 2, Chapter 26 – SQL Server Filestream : To Blob or not to Blob PowerShell Deep Dives, Chapter 23 – SQL Server Provider in PowerShell SQL Server PowerShell Stairway, SQL Server Central

Speaking & Community Engagements

Ben has presented at many SQL Saturday conferences throughout the United States. He helped plan and organize Salt Lake City SQL Saturday events in 2012 and 2014.

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About UpSearch

UpSearch is a leading Microsoft Gold Partner for organizations who rely on Microsoft SQL Server, and its mission is to enable every leader to unlock data’s full potential. We provide full lifecycle On-premise, Cloud and Azure SQL Database support, including:

Deployment Planning Services reduces your total cost of ownership with efficient SQL Server, Public or Private Cloud Deployments. We are a certified Microsoft Deployment Planning Partner.

Remote DBA Services, our most dedicated support contract includes 24/7 surveillance, complete performance monitoring, dedicated monthly DBA support, and long range capacity planning and trend analysis.

A broad range of Microsoft SQL Server Support Contracts to meet your unique needs.

Our team complements your team across a broad spectrum of database initiatives, such as:

Cloud Migration Services SQL Server Health Check High Availability & Disaster Recovery Database Design and Development DevOps and Data Management Performance Tuning Business Intelligence Conversions to SQL Server Server Consolidations / Upgrades Virtualization

On-premises or in the Cloud, UpSearch can help you protect, unlock and optimize your data’s value.