Upgrading to SQL Server 2008

Graeme ScottTechnology Solution ProfessionalMicrosoft Corporation

CONTENT

Why Upgrade?

Upgrade Options

Upgrade Tools

Upgrade Planning

WHY UPGRADE?

Why Upgrade?

Upgrade Options

Upgrade Tools

Upgrade Planning

• Transparent Data Encryption• Extensible Key Management• Data Auditing• Pluggable CPU• Transparent Failover for

Database Mirroring• Policy Management• Server Group Management• Streamlined Installation• Enterprise System

Management• Performance Data Collection• System Analysis• Data Compression• Query Optimization Modes• Resource Governor• Entity Data Model• LINQ• Visual Entity Designer• Entity Aware Adapters• SQL Server Change Tracking

Synchronized Programming Model

Visual Studio Support

FILESTREAM data storage

SQL Server Conflict Detection

Integrated Full Text Search

Sparse Columns

Large User Defined Types

Date/Time Data Type

SPATIAL data types

Virtual Earth Integration

Partitioned Table Parallelism

Query Optimizations

Persistent Lookups

Change Data Capture

Backup Compression

MERGE SQL Statement

Data Profiling

Star Join

Enterprise Reporting Engine

Internet Report Deployment

Block Computations

Scale out Analysis

BI Platform Management

Export to Word and Excel

Author reports in Word and Excel

Report Builder Enhancements

TABLIX

Rich Formatted Data

Personalized Perspectives

… and many more

• Transparent Data Encryption• Extensible Key

Management• Data Auditing• Pluggable CPU• Database Mirroring

Enhancements• Policy Management• Single Server

Administration• Streamlined Installation• Enterprise System

Management• Performance Data Collection• System Analysis• Data Compression• Query Optimization Modes• Resource Governor• Entity Data Model• LINQ• Visual Entity Designer• Entity Aware Adapters• SQL Server Change Tracking

Synchronized Programming Model

Visual Studio Support

FILESTREAM data storage

SQL Server Conflict Detection

Integrated Full Text Search

Sparse Columns

Large User Defined Types

Date/Time Data Type

SPATIAL data types

Virtual Earth Integration

Partitioned Table Parallelism

Query Optimizations

Persistent Lookups

Change Data Capture

Backup Compression

MERGE SQL Statement

Data Profiling

Star Join

Enterprise Reporting Engine

Internet Report Deployment

Block Computations

Scale out Analysis

BI Platform Management

Export to Word and Excel

Author reports in Word and Excel

Report Builder Enhancements

TABLIX

Rich Formatted Data

Personalized Perspectives

… and many more

UPGRADE OPTIONS

Why Upgrade?

Upgrade Options

Upgrade Tools

Upgrade Planning

Upgrading from SQL Server 2000

2000 – 2005 - 2008A possible option if ISV

applications are not initially supported on SQL 2008

The upgrade delta to SQL 2008 is smaller from SQL 2005 compared to SQL 2000

2000 - 2008Only 1 upgrade neededLatest capabilities and

security with SQL 2008

2 upgrades needed

Major Changes for Dev/DBA

Deprecated Features now removed

Upgrade Paths

Components

•Database Engine•Reporting Services•Notification Services not in 2008 •Analysis Services•Data Transformation Services/ Integration Services

Editions

•Workgroup•Express•Standard•Developer•Enterprise

Platforms

•32-bit•64-bit•(IA64 and x64)

In Place Upgrade

• Updates an existing installation while preserving user data

• Instance name remains the same• Automated process• Similar to 20002005 upgrade

In Place Upgrade

Pros•Easier, mostly automated•Generally fast overall process•Requires no additional hardware•Applications remain pointing to same server/database name•Instance name can remain unchanged

Cons•Less granular control over upgrade process•All databases on the instance are upgraded in one pass•Instance remains offline during part of upgrade•Not best practice for all components •Complex rollback strategy

Side by Side Upgrade

• Similar to 20002005 migrate (side-by-side)

• Install new instance of SQL Server 2008

• Database objects are copied between instances

• Can be same server (named instance) or different server

• Mostly Manual process

Side by Side Upgrade

Pros•More granular control over upgrade process•Can be used to perform test migration•Ability to run systems side-by-side for testing and verification•Relatively straightforward rollback Strategy•Can leverage failover/switchover to reduce downtime

Cons•Usually require additional hardware•Server/database name changes•Not practical for VLDB unless utilizing SAN

Upgrading Business Intelligence2000 – 2005 2005 – 2008 2000 - 2008

Analysis Services

Different architecture and designer

Small refinements

Different architecture and designer

Reporting Services

Issues with custom IIS/ SSRS settings

No dependency on IIS

Issues with custom IIS/ SSRS settings

Data Transformation Services (DTS)

Runs natively Runs natively Runs natively

Integration Services (SSIS)

Small refinements

DTS to SSIS Everything has changed

Everything has changed

Everything has changed

UPGRADE TOOLS

Why Upgrade?

Upgrade Options

Upgrade Tools

Upgrade Planning

Upgrade Advisor Overview

• Analyzes− Configurations, databases, objects and

components on a SQL instance− Trace files (captured using Profiler / SQL Trace)− T-SQL scripts (any script file)

• Generates Detailed Issue Report:− Before – potential showstoppers, must resolve

before upgrading− After – should be resolved after completing

upgrade− Anytime, will prevent the upgrade process− Advisory – notices and/or warnings

Upgrade Advisor

− Analyzes:− SQL Server 2000/2005 databases− Analysis Services databases

− Read-only operation, can be CPU intensive

− Supports remote execution− Supports default and named instance− Requires .NET framework 2.0 sp1 or later− Download latest version from web!

DEMOUpgrade Advisor

Running the Upgrade Advisor

Running the Upgrade Advisor

Running the Upgrade Advisor

Running the Upgrade Advisor

Running the Upgrade Advisor

Running the Upgrade Advisor

Running the Upgrade Advisor

Running the Upgrade Advisor

Upgrade Advisor has limitations• Upgrade Advisor does not detect issues

with:− Dynamic SQL− Meta-data driven applications (both during

application setup and regular use)− Changes in system objects (stored procedures,

functions, tables, etc…) but uses the same name

• Upgrade Advisor does not have rules for all known issues− or any “yet to be known” issues

Application Compatibility Testing (ACT)• Tool developed by the Scalability

Experts with the SQL Server product team

• Two separate tools available for SQL 2005 / 2008

• Focuses on workload performance on SQL 2008

ACT Process• Capture a profiler trace of a realistic

workload from a production / pre-production environment

• Use the ACT tool to replay the trace in a pre-production environment to form a performance baseline

• Either side-by-side or on separate machines, use the ACT tool to replay the SQL trace file on a SQL 2008 instance to measure performance

•

ACT Process

• View any performance differences in the ACT tool Playback Results Analyzer (PRA)

• Can also be used to verify performance differences when moving from 32Bit to 64Bit infrastructure.

ACT Output - (PRA)

UPGRADE PLANNING

Why Upgrade?

Upgrade Options

Upgrade Tools

Upgrade Planning

Outline Upgrade Plan• Identify the SQL components to be

upgraded

• Use the Upgrade Advisor / ACT tools

• Form an overall upgrade strategy

• Decide on the upgrade process for SQL Server

− in place / side by side

• Identify post upgrade considerations

Pre Upgrade Preparation

• Document existing solution• Capture performance baseline data• Develop criteria and unit / verification tests

• Optional: capture query plans for complex queries

• Ensure Clean Environment• Backup old instance / database and Verify

it!• Loop in Windows Administrators, SAN

Administrators and Network Operations• Optional: Access to Support

Performing the Upgrade

• Document EVERY step to the last detail and follow the document

• Monitor upgrade progress− Check upgrade timing and compare to tested

timing

• Check database consistency

Immediate Post Upgrade Tasks• Review all logs• Change the database compatibility level• Change the PAGE_VERIFY option• Revisit Upgrade Advisor recommendations• Update statistics to ensure performance• Reconfigure Log Shipping• Re-populate Full-Text catalogs• Verify Agent jobs and maintenance tasks• Verify security settings, especially cross

server and/or cross-domain access privileges

Longer Term Post Upgrade Tasks• Re-evaluate statistics• Check Optimizer Hints• Database Tuning Advisor• Leverage New ‘Low Cost’ Features

− Backup compression− Transparent Data Encryption

• Make use of schemas• Plan DTS Migration

SummaryUpgrades are not rocket science but…

• The smallest detail missed can break the entire upgrade

• Use the Upgrade Advisor / Application Compatibility Testing tools

• A tested rollback plan is essential

• Don’t jump to conclusions if performance issues are encountered

• There are lots of resources to help you and your partners/customers

Call to Action• SQL Server 2008

http://www.microsoft.com/sql/2008/default.mspx

• SQL Server 2005 Upgrade Advisorhttp://www.microsoft.com/downloads/details.aspx?familyid=1470e86b-7e05-4322-a677-95ab44f12d75&displaylang=en

• SQL Server 2008 Upgrade Advisorhttp://www.microsoft.com/downloads/details.aspx?FamilyID=f5a6c5e9-4cd9-4e42-a21c-7291e7f0f852&DisplayLang=en

• Application Compatibility Testing toolhttp://ssua.scalabilityexperts.com/

• DTS Migration Toolhttp://dtsxchange.com/

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