Introduction to policy based management

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Anthony Fourie of RDB Consulting presented a talk on Policy Based Management at a SQL Users Group in Johannesburg, South Africa

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Introduction to policy based management

  1. 1. Learning the art of Policy Management
  2. 2. Speaker Information Anthony Fourie Previously Junior Oracle PL/SQL Developer SQL Server DBA Since 2011
  3. 3. What is PBM? Introduced in SQL Server 2008 Originally known as “Declarative Management Framework” Mechanism to assist in Multi-Server Management Policies are a set of defined rules that are used in order to enforce/review certain properties and conditions within SQL Server
  4. 4. Why use PBM? Replacement for Paper-Based Management Simplifies Multi-Server Administration Control and enforce compliance Time saver
  5. 5. Terminology Policies  Rule based on a single condition and applied to one or more targets Conditions  Boolean expression or combination of expressions Facets  Collection of properties used to test various conditions Targets  A SQL Server Object Set (Instance, Table, Audit, etc.) Categories  Grouping unit for Policies
  6. 6. Defining a Policy GUI Tools in SQL Server Management Studio (recommended) Via Transact-SQL (not recommended) Evaluation Modes:  On Schedule  Evaluates a policy on a scheduled basis  On Demand  Policy evaluation done manually by Policy Administrator  On Change: Prevent  Uses DDL triggers to prevent changes (but there are caveats)  On Change: Log Only  Change is allowed but tracked in the Event Log
  7. 7. Evaluating a Policy Single Server Evaluation (Right-Click Methodology)  Registered Servers  Object Explorer Multi-Server Evaluation (Right-Click Methodology)  Registered Servers  Central Management Server Results Export  Results can be exported to .xml for review/storage Policy Evaluation History  Can be viewed through SSMS (on the respective policy)  Can be viewed through System Views Migration of Policies  Import/Export feature shipped with PBM
  8. 8. A few catches in PBM Previous Version Catches  Can be evaluated against SQL Server 2005 and 2000 but is limited  Only ‘On Demand’ Evaluation is available  Certain Facets /Properties do not apply e.g. ‘@IsMirroringEnabled’ Domain Limitations  Only works across Single Domain or Trusts Immediate Enforcement  If enforcement of policy failures that require a server re- boot, PBM will not notify you that a re-boot is required
  9. 9. Additional Information PBM System Views  ‘Syspolicy_’ system views Pre-Defined Best Practice Policies  %Installation Directory%Program FilesMicrosoft SQL Server100ToolsPolicies EPM Framework  Extended solution to PBM for all versions of SQL Server in an enterprise  Utilizes PowerShell to evaluate policies against targets  Requires at least one instance of SQL Server 2008  Report Delivery through SQL Server 2008 Reporting Services
  10. 10. Resources MSSQL Tips  http://www.mssqltips.com/ Policy Based Managment Blog  http://blogs.msdn.com/sqlpbm/ Policy Based Management Whitepapers SQL Server Books Online MCM Vidoes  http://goo.gl/7SLAK Enterprise Policy Management Framework (EPM)  http://www.codeplex.com/EPMFramework
  11. 11. That’s it.... Anthony@rdbconsulting.com @SQLAnthibianFeedback is always appreciated!!!

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