Planning a Successful
OS/DB Migration

Wednesday February 3, 1-2pm Central




Frank Powell
Chief Operating Officer
Download the presentation recording with audio from the
           Symmetry Knowledge Center

         www.sym-corp.com/kn...
Symmetry’s 21st Century Approach to Managed Services

                                                     Quality – proac...
Introducing




Frank Powell
Chief Operating Officer
SAP Certified Migration Consultant
Agenda
  OS/DB Migration Terminology and Definitions
  Reasons for a platform change
  Key considerations after the decisi...
OS/DB Migration Terminology and Definitions
  Heterogenous system copy
     Copying an SAP instance to another server of a...
OS/DB Migration Terminology and Definitions
  Client copy or client transport
     Copying an SAP client locally or to ano...
Agenda
  OS/DB Migration Terminology and Definitions
  Reasons for a platform change
  Key considerations after the decisi...
Reasons for a platform change
  Hardware vendor enhancements
     Intel vs. Alpha or PA-RISC vs. Itanium
     These may or...
Reasons for a platform change
  Lack of administrative resources of current platform or another
  platform has better admi...
Agenda
  OS/DB Migration Terminology and Definitions
  Reasons for a platform change
  Key considerations after the decisi...
Key Application Considerations
  Which platform to choose
     Are you running from a platform or to a platform?
  Who wil...
Key Application Considerations
  Need to provide adequate time for testing.
     Application functionality should not chan...
Agenda
  OS/DB Migration Terminology and Definitions
  Reasons for a platform change
  Key considerations after the decisi...
High Level Overview of Process

   Source                              Target
   SAP                                 SAP
 ...
High Level Overview of Process: Preparation
  Contact SAP regarding your contract
  Select a consultant to perform the mig...
High Level Overview of Process: Export of source system
   Start with a procedure document to record process
   Run pre-ch...
High Level Overview of Process: Copy data to target system
   Export files ideally should be local to the target machine
 ...
High Level Overview of Process: Import of target system
   Use SAP Migration Utility (similar to an installation)
   Insta...
High Level Overview of Process: Post processing
  Check for missing objects
  Tune System
     Modify SAP profile paramete...
High Level Overview of Process: Considerations
  Export and import can take a very long time – tune and re-run those
  ste...
High Level Overview of Process: Considerations
  Pilot run (test migration) mandatory
  Customer ABAP Objects do get copie...
Agenda
  OS/DB Migration Terminology and Definitions
  Reasons for a platform change
  Key considerations after the decisi...
Project Milestones
  Preparation completed
  New hardware ordered and installed
  Sandbox (SBX) migration
  Functional/Ope...
Project Timeline
Sample project plan - Preparation
ID   Task Name                                                                       Dur...
Sample project plan - Analysis
ID   Task Name                                                                    Duration ...
Sample project plan – Test Migration
Sample project plan – PRD Migration
Sample project plan – PRD Migration
Agenda
  OS/DB Migration Terminology and Definitions
  Reasons for a platform change
  Key considerations after the decisi...
Specific SAP requirements
  Must use SAP migration service to obtain support during migration
  process
     The SAP Migra...
Specific SAP requirements - Options
  For extremely large database (2TB+) SAP offers an Incremental
  Migration service th...
Agenda
  OS/DB Migration Terminology and Definitions
  Reasons for a platform change
  Key considerations after the decisi...
Summary
  Big Undertaking – choose wisely and for good reasons
  Plan ahead
     Hardware lead-times, testing, runtime of ...
Download the presentation recording with audio from the
           Symmetry Knowledge Center

         www.sym-corp.com/kn...
Michael Haase
Phone: (414) 238-2341
Email: mhaase@sym-corp.com
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Planning a Successful OS/DB Migration

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There are many critical decisions to be made when choosing new Operating System or Database for your SAP applications.

Join Frank Powell, Chief Operating Officer at Symmetry and SAP certified migration consultant, to learn the key considerations and the pitfalls to navigate to make your OS or DB migration a success.

In this session Frank will cover:

•OS/DB Migration terminology and definitions
•The major reasons for a platform change
•Key considerations after the decision has been made
◦SAP licensing Project conflicts Potential impacts on operational procedures
◦(DR, backup etc.)
◦Specific SAP requirements for migrations
•A step by step overview of the process from preparation through post processing
•View a sample project timetable and milestones

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Planning a Successful OS/DB Migration

  1. 1. Planning a Successful OS/DB Migration Wednesday February 3, 1-2pm Central Frank Powell Chief Operating Officer
  2. 2. Download the presentation recording with audio from the Symmetry Knowledge Center www.sym-corp.com/knowledge-center
  3. 3. Symmetry’s 21st Century Approach to Managed Services Quality – proactive support delivered by US-based experts Accessibility – 24x7 direct access to your support team Affordability – highly competitive, fixed price contracts Lifecycle Support for any SAP application on any platform combination SAP NetWeaver Security design Implementation SAP certified Upgrade & / Basis & Support Hosting project support administration administration
  4. 4. Introducing Frank Powell Chief Operating Officer SAP Certified Migration Consultant
  5. 5. Agenda OS/DB Migration Terminology and Definitions Reasons for a platform change Key considerations after the decision has been made High level overview of the process Sample project timetable and milestones Specific SAP requirements Summary Q&A
  6. 6. OS/DB Migration Terminology and Definitions Heterogenous system copy Copying an SAP instance to another server of a different operating system, database, or both OS/DB Migration Synonymous with a Heterogeneous system copy and is the SAP process of changing the platform Process of exporting all data from source database and importing to target database Homogeneous system copy Copying an SAP instance to another server of the same operating system and database SAP Instance SAP CI and database Refers to all SAP products (R/3, ECC, SRM, CRM, BI, etc.)
  7. 7. OS/DB Migration Terminology and Definitions Client copy or client transport Copying an SAP client locally or to another server Does not copy client independent objects Not a supported method for changing operating systems or databases Database refresh Copying an SAP instance to another server of the same platform, generally from restore of backup tape
  8. 8. Agenda OS/DB Migration Terminology and Definitions Reasons for a platform change Key considerations after the decision has been made High level overview of the process Sample project timetable and milestones Specific SAP requirements Summary Q&A
  9. 9. Reasons for a platform change Hardware vendor enhancements Intel vs. Alpha or PA-RISC vs. Itanium These may or may not be considered Heterogeneous migrations Performance of current platform not acceptable Overall CPU performance of architecture Memory limitation I/O limitations New technology better than what you currently have Features of a new database version from a different vendor have direct benefits to your IT initiatives
  10. 10. Reasons for a platform change Lack of administrative resources of current platform or another platform has better administrative tools The resources that originally install the environment are no longer available and a the new corporate direction is on a different platform Have been unable to find resources to support existing platform Lower TCO of alternate platform Personnel Training Licensing costs Maintenance costs Upgrading or avoiding out of support products SAP stopped supporting Informix and True64 for example Corporate standardization or consolidation Divestitures and mergers
  11. 11. Agenda OS/DB Migration Terminology and Definitions Reasons for a platform change Key considerations after the decision has been made High level overview of the process Sample project timetable and milestones Specific SAP requirements Summary Q&A
  12. 12. Key Application Considerations Which platform to choose Are you running from a platform or to a platform? Who will perform the migration? – Need certified migration consultant. Are there other SAP projects or IT objectives that coincide with this one (ex. Unicode conversion)? What is the timeline? Is there 3rd party support for the products we use on the new platform? May require a change in licensing agreement with SAP. Start this discussion early! Don’t want to start an upgrade until 6 weeks after a migration. Need a stabilization period!
  13. 13. Key Application Considerations Need to provide adequate time for testing. Application functionality should not change…..however! Include operational tests (backup/recovery, DR, database maintenance) Performance testing What are integration points of existing systems? File formats may change (carriage returns and line feeds) The migrations should be performed on separate pieces of hardware (almost by definition) Check your versions of supported products carefully May have large impact on operational procedures (e.g. backups schedule or run-times, security, DR plan, etc.)
  14. 14. Agenda OS/DB Migration Terminology and Definitions Reasons for a platform change Key considerations after the decision has been made High level overview of the process Sample project timetable and milestones Specific SAP requirements Summary Q&A
  15. 15. High Level Overview of Process Source Target SAP SAP Instance Instance Database Database Flat-file Text SAP is shutdown, but SAP and database database is running software are installed No “downtime Migration utility minimized“ concept imports data
  16. 16. High Level Overview of Process: Preparation Contact SAP regarding your contract Select a consultant to perform the migration Develop a project plan Perform a sizing for new hardware Order hardware for new platform Order SAP migration services Submit project plan to SAP for approval Install the new equipment
  17. 17. High Level Overview of Process: Export of source system Start with a procedure document to record process Run pre-checks and setup steps per migration guide Any upgrade post processing must be complete (ex. ICNV) SAP data dictionary and database data dictionary must be consistent Database statistics must be up to date Remove failed updates Delete TEMPSE inconsistencies Suspend batch jobs (BTCTRNS1) Run selective business reports (finance, inventory, etc) If SID changes, all transports must be released! Run migration utility to export source database Review export performance – re-run if necessary
  18. 18. High Level Overview of Process: Copy data to target system Export files ideally should be local to the target machine Export files are approximately 10-20% of database size FTP Backup/restore NFS or Share required for parallel processing
  19. 19. High Level Overview of Process: Import of target system Use SAP Migration Utility (similar to an installation) Install the database software Install the SAP instance Import data from source system Review import performance – re-run if necessary
  20. 20. High Level Overview of Process: Post processing Check for missing objects Tune System Modify SAP profile parameters Modify Database parameters Adapt application specific parameter from source system System level checks (sick) Follow post processing steps per migration guide Check Batch jobs with target systems Printers Integration points Apply new license – must have contract resolved with SAP Update migration procedural document!
  21. 21. High Level Overview of Process: Considerations Export and import can take a very long time – tune and re-run those steps until timing is satisfactory Database statistics are important to both the import and export processes. Statistics from previous migrations can be exported and imported to save time. Migration tools provide a means of optimizing the export and import process Package splitting Table splitting Migration Monitor Distribution Monitor
  22. 22. High Level Overview of Process: Considerations Pilot run (test migration) mandatory Customer ABAP Objects do get copied Customer tables can get copied Must be defined properly in the SAP Dictionary (ts<xxx> dictionary tables) If tables or table spaces have been moved, the ts<xxx> tables must have been maintained correctly to avoid errors. If export will be FTP’ed to a new platform, a binary copy must be done for data files, ASCII copy of all others files. Migration tools do have re-start capability (except if using pipe method) Process can be used to upgrade to higher versions of Operating System or Database (although not considered a OS/DB Migration!)
  23. 23. Agenda OS/DB Migration Terminology and Definitions Reasons for a platform change Key considerations after the decision has been made High level overview of the process Sample project timetable and milestones Specific SAP requirements Summary Q&A
  24. 24. Project Milestones Preparation completed New hardware ordered and installed Sandbox (SBX) migration Functional/Operational Testing DEV migration Functional/Operational Testing QAS migration Functional/Operational Testing PRD migration – Go-Live
  25. 25. Project Timeline
  26. 26. Sample project plan - Preparation ID Task Name Duration Predecessors Tue Apr 15 Wed Apr 16 8 AM 10 AM 12 PM 2 PM 4 PM 6 PM 8 PM 10 PM 12 AM 3 Preparation Phase 22.5 days 4 Symmetry Check if target OS, DB, R/3 release, language and code page is 0.25 days 2 supported 5 Symmetry Plan dates for Going Live - Migration Check 0.25 days 4 6 Symme Prepare project plan and signed contract R/3 Migration Services and 3 days 5 send them to SAP 7 SAP approves migration and sends the migration tools and 5 days 6 documentation 8 Request adaptation of the SAP license for the target system 5 days 7 9 Request installation package for the target system 5 days 8 10 Check if patches for the target operating and database system are 0.25 days 9 available 11 Check if installation CDs, guides, and installation notes are available 0.25 days 10 for the target system 12 Hardware installation of the target host and system network 2 days 11 installation 13 Adapt operating system parameters on the target machine 0.25 days 12 14 Set up remote access to the source and target system 1 day 13 15 Determine customer migration ID (see R/3 Heterogeneous System 0.25 days 14 Copy)
  27. 27. Sample project plan - Analysis ID Task Name Duration Predecessors Wed Nov 14 Thu Nov 15 8 AM 10 AM 12 PM 2 PM 4 PM 6 PM 8 PM 10 PM 12 AM 17 Analyze the source system 139.75 days 18 Distribution of file systems/raw devices on disks; NFS file systems, 1 day 15 links, etc. 19 Database configuration (number of log files, size of 0.5 days 18 tablespaces/dbspaces) 20 Configuration of the SAP System, distribution of central instance and 1 day 19 dialog instances 21 CCMS configuration (operation modes, profiles, etc.) 0.5 days 20 22 Interface to other applications/machines 0.5 days 21 23 Backup strategy 0.5 days 22 24 Batch jobs - which jobs are assigned to which host? 0.25 days 23 25 Symmet Analyze the source system 6 days
  28. 28. Sample project plan – Test Migration
  29. 29. Sample project plan – PRD Migration
  30. 30. Sample project plan – PRD Migration
  31. 31. Agenda OS/DB Migration Terminology and Definitions Reasons for a platform change Key considerations after the decision has been made High level overview of the process Sample project timetable and milestones Specific SAP requirements Summary Q&A
  32. 32. Specific SAP requirements Must use SAP migration service to obtain support during migration process The SAP Migration Service is fee based May use service contract checks for this also Provides go-live checks before and after production migration Technical support during migration process Review of customer migration project plan Migration tools are provided free of charge Test, sandbox or POC migrations can be done without SAP involvement A certified OS/DB Migration consultant must participate in the project Migration from any certified platform to any certified platform is supported! SAP license agreement must be changed if necessary
  33. 33. Specific SAP requirements - Options For extremely large database (2TB+) SAP offers an Incremental Migration service that may be required If only changing operating system and not the database… in some cases database tools can be used Example: moving from AIX/Oracle to HP/Oracle in rare instances, like endian system types, database restore may be used MaxDB Endian is the ordering of data within the bytes and bits of data, either left to right or right to left. If choosing any method other than the standard Migration tools and process, get project approval from SAP in advance. It’s required anyway!
  34. 34. Agenda OS/DB Migration Terminology and Definitions Reasons for a platform change Key considerations after the decision has been made High level overview of the process Sample project timetable and milestones Specific SAP requirements Summary Q&A
  35. 35. Summary Big Undertaking – choose wisely and for good reasons Plan ahead Hardware lead-times, testing, runtime of migration, impact to business can be significant Get your migration partner onboard early Contact SAP at start of the project Migration support License agreement Look for a firm that will fix-bid the project Insist the process be well documented
  36. 36. Download the presentation recording with audio from the Symmetry Knowledge Center www.sym-corp.com/knowledge-center
  37. 37. Michael Haase Phone: (414) 238-2341 Email: mhaase@sym-corp.com
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