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Oracle Database Upgrade, Migration & Transformation Tips & Techniques

Book Description

A practical roadmap for database upgrade, migration, and transformation This Oracle Press guide provides best practices for migrating between different operating systems and platforms, transforming existing databases to use different storage or enterprise systems, and upgrading databases from one release to the next. Based on the expert authors’ real-world experience, Oracle Database Upgrade, Migration & Transformation Tips & Techniques will help you choose the best migration path for your project and develop an effective methodology. Code examples and detailed checklists are included in this comprehensive resource. Leverage the features of Oracle Data Guard to migrate an Oracle Database Use Oracle Recovery Manager, transportable tablespace sets, and transportable database toolsets to migrate between platforms Migrate databases with export/import Use Oracle GoldenGate for zero or near-zero downtime migrations Take advantage of the Cross-Platform Transportable Tablespace Set utility Migrate to new storage platforms using the features of Oracle Automatic Storage Management Upgrade to Oracle Database 12c with the Database Upgrade Assistant tool Move seamlessly to Oracle's engineered systems Migrate to the cloud

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. About the Authors
  5. Contents
  6. Acknowledgments
  7. Introduction
  8. PART I Planning a Smooth Migration
    1. 1 Overview of Migration, Transformation, and Upgrade Methodologies
      1. Database Upgrade Methodologies
        1. Data Migration Methodologies
        2. Migration with Transformation Methodologies
      2. Future Migration, Transformation, and Upgrade Techniques
      3. Summary
    2. 2 Choosing the Right Migration Method
      1. Evaluating Your Environment
        1. Migration Goals
        2. Downtime Requirements
        3. Transformation Goals
        4. Migration Methods Review
        5. Resources
        6. Budget
        7. Additional Considerations
      2. Making Your Decision
        1. How Downtime Affects Your Choice of Method
        2. How Versions Affect Your Choice of Method
        3. How Architecture Affects Your Choice of Method
        4. How Database Transformation Affects Your Choice of Method
        5. Decision Summary
      3. Hybrid Solutions
        1. GoldenGate Migration Example
      4. Summary
    3. 3 Migration/Transformation/Upgrade Methodologies
      1. Planning the Migration Process
        1. Determining the “Window of Inopportunity”
        2. Application Workload Categorization
      2. Capturing Your Migration/Transformation/Upgrade Plan: The Master Checklist
        1. Milestones
        2. Tasks, Responsibilities, and Actions
        3. Timelines and Expected Task Timings
        4. Fallback Plans
        5. Expected Results
      3. Testing Your Chosen Migration/Transformation/Upgrade Path
      4. Building a Migration Plan
        1. Migration Steps
        2. Resource Allocation
        3. Milestones
        4. Quality Assurance
        5. Change Requests
        6. User Acceptance Testing
      5. Production Cutover
        1. Planning the Cutover to Production
        2. Database Verification
        3. Ensuring the Database’s Data Integrity
        4. Application Server Migration
        5. Evaluating Application Performance
      6. Summary
  9. PART II Cross-Platform Migration
    1. 4 Oracle Data Guard
      1. Data Guard Overview
        1. What Is Data Guard?
        2. How Does Data Guard Work?
        3. Data Guard Components
        4. Data Guard Modes
        5. Data Guard Broker
      2. Requirements for Migrating with Data Guard
      3. Configuring Data Guard
        1. Set Up the Primary and Standby in Preparation of Data Guard
        2. Modify init.ora Parameters on the Primary
        3. Create the Standby System
        4. Duplicate the Database to the Standby
        5. Configure the Data Guard Broker
        6. Test and Validate
      4. Migrating with Data Guard
      5. Summary
    2. 5 Using Recovery Manager (RMAN) for Cross-Platform Migration
      1. RMAN: Intrinsic Benefits
        1. Reliability
        2. Processing Efficiency
        3. Security
      2. RMAN Backup, Restore, and Recovery Techniques
        1. Fundamental Changes
        2. Fast Recovery Area
        3. Elements of Oracle’s Recommended Backup Strategy
      3. Advanced RMAN Features
        1. RMAN Enhancements in Oracle 11g: Multi-Piece Backup Sets
        2. RMAN Enhancements in Oracle 12c
      4. Migrating Between ASM and Other File Systems
        1. Non-ASM to ASM Migration: Complete Migration
        2. Non-ASM to ASM Migration: Phased Migration
        3. Monitoring RMAN Performance During Database Migration
      5. Summary
    3. 6 Transporting Tablespaces and Databases
      1. Migrating Between Operating Systems
        1. TTS Migration vs. TDB Migration: Variables to Consider
        2. Cross-Platform Migration: The Triumvirate
        3. Overcoming Endian Boundaries
      2. Transporting Tablespace Sets: The Basics
        1. TTS Operations: Prerequisites
        2. TTS: Performing the Migration Operation
      3. TTS: Advanced Techniques
        1. Create Transportable Tablespace Set as of Specific SCN
        2. Transport Datafiles and Metadata from Source Platform to Destination Platform
        3. Perform Endian Conversion at Destination
        4. Import Source Tablespace Metadata via Data Pump
        5. Switch Transported Tablespaces to READ WRITE Mode at Destination
        6. Revert Selected Tablespaces to READ WRITE Mode on Source Database
      4. TDB: Transporting Entire Databases
        1. TDB: Advantages and Drawbacks
        2. TDB: A Practical Example
      5. Summary
  10. PART III Migration with Enhancement/Upgrade
    1. 7 Migrating Oracle Databases with Export/Import
      1. Introduction to Export/Import
        1. Overview of Migrating a Database with Export/Import
        2. Transformations and Export/Import
        3. Using Export/Import for Backup and Recovery and Data Movement
        4. Types of Exports
      2. Using Export/Import to Migrate Metadata
      3. Using Legacy Export/Import to Migrate Oracle Databases
        1. Exporting Metadata with Legacy Export/Import
        2. Exporting with Legacy Export/Import
        3. Importing with Legacy Export/Import
        4. Legacy Export/Import Summary
      4. Using Data Pump Export/Import to Migrate Oracle Databases
        1. Data Pump Export/Import Directory Objects
        2. Exporting Metadata with Data Pump Export/Import
        3. Exporting with Data Pump
        4. Importing with Data Pump Import
        5. Data Pump Export/Import Summary
      5. Point-in-Time Export Using FLASHBACK_SCN
      6. Summary
    2. 8 Zero or Minimal Downtime Migrations with Oracle GoldenGate
      1. Introduction to Oracle GoldenGate
        1. Uses of Oracle GoldenGate
        2. How Does GoldenGate Work?
        3. GoldenGate Components
        4. GoldenGate Workflow
      2. Planning a Migration with GoldenGate
      3. Migrating a Database with GoldenGate
        1. Set Up GoldenGate
        2. Configure and Validate the Database
        3. Enable GoldenGate Replication
        4. Activate a Physical Standby for GoldenGate Export/Import
        5. Sync Target with Source
        6. Monitor Until Cutover
        7. GoldenGate Cutover Procedure
        8. GoldenGate Cleanup (Optional)
      4. Summary
    3. 9 Cross-Platform Transportable Tablespace Migration Utilities
      1. XTTS Migration Phases
      2. XTTS Migration Scenario
        1. Phase One: Migration Preparations
        2. Phase Two: Initial Migration, Method A: RMAN
        3. Phase Two: Initial Migration, Method B: DBMS_FILE_TRANSFER
        4. Phase Three: Incremental Synchronization
        5. Phase Four: Final Synchronization and Migration
      3. Summary
    4. 10 Migrating to New Storage Platforms Using ASM
      1. ASM Overview
      2. ASM Configuration
        1. crsctl
        2. srvctl
        3. OEM Cloud Control 12c
        4. SQL Statements
        5. asmcmd
      3. Storage System Overview
        1. SAN Storage
        2. NAS Storage
      4. Migration Process Using ASM
        1. Add New Storage to the System
        2. Add Storage to the ASM Disk Group(s)
        3. Remove Old Disks from ASM Disk Group(s)
        4. Validate
        5. Remove Old Storage from the System
      5. Best Practices, Tips, and Techniques
      6. Summary
  11. PART IV Optimized Upgrades/Migration
    1. 11 Database Upgrade Assistant
      1. Upgrade vs. Migration
      2. Upgrading the Grid Infrastructure
      3. Installing the New Database Software
      4. Using the Database Upgrade Assistant to Plan an Upgrade
        1. Running the Pre-Upgrade Script
        2. Running the Database Upgrade Utility Scripts
      5. Using the Database Upgrade Assistant to Perform an Upgrade
      6. Summary
    2. 12 Migrating from Microsoft SQL Server to Oracle
      1. Introduction to Oracle GoldenGate
        1. Uses of Oracle GoldenGate
        2. How Does GoldenGate Work?
        3. GoldenGate Components
        4. GoldenGate Workflow
      2. Planning a SQL Server Migration with GoldenGate
        1. Oracle GoldenGate for SQL Server Database Profile Script
      3. Migrating a Database with GoldenGate
        1. Set Up GoldenGate on MS SQL Server and Oracle 11g
        2. Configure and Validate the Database
        3. Enable Replication from SQL Server to Oracle 11g
        4. Perform the Initial Migration from MS SQL Server to Oracle
        5. Sync Target with Source
        6. Monitor Until Cutover
        7. Perform Pre-Cutover Validation
        8. GoldenGate Cutover Procedure
        9. GoldenGate Cleanup (Optional)
      4. Summary
    3. 13 Moving to Oracle Database 12c
      1. Oracle Database 12c: A Brave New World
      2. Container and Pluggable Databases: A Primer
        1. Common vs. Local Database Files
        2. Common vs. Local Tablespaces and Datafiles
        3. Common vs. Local Users and Objects
        4. CDB Security: Local vs. Common Privileges and Roles
        5. CDB Data Dictionary and Dynamic Views
      3. Directly Upgrading a Pre-12c Database to a 12c CDB
      4. Creating an Empty Container Database
      5. ”Upgrating” a Pre-12c Database to a 12c PDB: Mixed-Mode Methods
        1. Upgrading via Oracle GoldenGate
        2. Conversion via Cross-Platform Transportable Tablespace
        3. Conversion via Transportable Tablespace Sets, Cross-Platform Transport, or Full Transportable Export
      6. PDB Cloning Methods
        1. Scenario 1: Cloning a New Empty PDB from PDB$SEED and Transferring Data Into It
        2. Scenario 2: Cloning a New PDB from an Existing PDB
        3. Scenario 3: Unplugging and Replugging an Existing PDB
        4. Scenario 4: Plugging In an Existing Non-CDB as a New PDB
      7. Summary
    4. 14 Moving to Oracle Engineered Systems
      1. Engineered Systems: Not Our Father’s Mainframe
        1. Why Engineered Systems?
        2. A Brief Survey of Oracle Engineered Systems
      2. Moving to Exadata DBM
        1. Exadata: Rules of Thumb
        2. I/O Resource Manager
      3. Migrating Databases to an Exadata Environment
        1. Logical Migration Methods
        2. Physical Migration Methods
      4. Handling External Data Efficiently for Exadata: Oracle Database File System
        1. Oracle DBFS: A Practical Example
      5. Summary
    5. 15 Migrating to Oracle in the Cloud
      1. Cloud Computing: What Is It?
        1. Public Cloud
        2. Private Cloud
        3. Hybrid Cloud
        4. Oracle VM
      2. Oracle Cloud Offerings
      3. Why Use Cloud Computing?
      4. Considerations for Migrating to Cloud Computing
        1. Cloud Security
        2. Support and SLA
        3. Network Performance and SLA
        4. Application Customizations
        5. The Real Cost of Cloud Computing
        6. Data Access
        7. Data Migration
      5. Oracle VM and Cloud Computing
        1. Benefits of Running Oracle Databases on Oracle VM
      6. Migration Options for Cloud Computing
        1. Planning the Migration
        2. Application Migration
        3. Data Synchronization (Replication)
      7. Summary
  12. PART V Best Practices and Tips
    1. 16 In Summary: Recommendations, Reminders, and Best Practices
      1. Planning a Smooth Migration
        1. Migration Methodologies
        2. Choosing the Right Migration Path
        3. Migration/Transformation/Upgrade Methodology
      2. Cross-Platform Migration
        1. Data Guard
        2. Migration Using Recovery Manager
        3. Cross-Platform Tablespace Migration Utilities
      3. Migration with Enhancement/Upgrade
        1. Export/Import
        2. Zero or Minimal Downtime Migrations with Oracle GoldenGate
        3. Cross-Platform Tablespace Migration with Incremental Backups
        4. Migrating to New Storage Platforms Using ASM
      4. Optimized Upgrades/Migration
        1. Database Upgrade Assistant
        2. Migrating from Microsoft SQL Server to Oracle
        3. Moving to Oracle Database 12c
        4. Moving to Oracle Engineered Systems
      5. Migrating to Oracle in the Cloud and Recommendations, Reminders, and Best Practices
        1. Migrating to the Oracle in the Cloud
        2. Summary of Best Practices
      6. A Final Word…
  13. Index