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Are	
  	
  You	
  Ready	
  for	
  12c?	
  
Data	
  Migra)on	
  &	
  Upgrade	
  	
  
Best	
  Prac)ces	
  
A	
  Lunch	
  &	
  Learn	
  webinar	
  for	
  IT	
  Management	
  
Expert	
  Panelist	
  
Ed	
  Whalen	
  
Founder/	
  Chief	
  Technologist/	
  Oracle	
  ACE	
  
Performance	
  Tuning	
  Corpora)on	
  
hGps://www.linkedin.com/pub/edward-­‐whalen/4/92/46	
  	
  
2
About	
  Edward	
  Whalen	
  
§  	
  	
  	
  	
  	
  	
  	
  	
  Oracle	
  ACE	
  
§  Chief	
  Technologist	
  at	
  Performance	
  
Tuning	
  Corpora)on	
  
§  More	
  than	
  25	
  years	
  technology	
  
experience	
  
§  Servers	
  
§  Storage	
  
§  Virtual	
  Machines	
  
§  Opera)ng	
  System	
  
§  Database	
  
§  Oracle	
  and	
  SQL	
  Server	
  Database	
  
Performance	
  Expert	
  
§  Author	
  of	
  12	
  books	
  and	
  various	
  
technical	
  papers	
  on	
  Oracle	
  and	
  SQL	
  
Server	
  database	
  technologies	
  
§  Oracle,	
  SQL	
  Server,	
  Linux,	
  Virtualiza)on	
  
§  Speaker	
  at	
  Oracle	
  OpenWorld,	
  
Collaborate,	
  and	
  many	
  local	
  and	
  
regional	
  Oracle	
  user	
  group	
  
conferences	
  
§  Co-­‐founder	
  Interna)onal	
  GoldenGate	
  
Oracle	
  Users	
  Group	
  
3
4	
  
About	
  Edward	
  Whalen	
  
4
•  Founded	
  in	
  1997	
  
–  Team	
  spun	
  out	
  of	
  Compaq	
  Performance	
  Lab	
  
–  Focused	
  on	
  solving	
  the	
  tough/complex	
  and	
  messy	
  data	
  architecture	
  problems	
  
–  Very	
  Senior	
  team	
  of	
  EXPERTS	
  
•  Over	
  1000	
  clients	
  &	
  coun)ng	
  
•  Key	
  industries:	
  Financial	
  Services,	
  Telecom,	
  Oil	
  &	
  Gas,	
  
Healthcare	
  
•  Oracle	
  Pla)num	
  Partner:	
  Oracle	
  Ace	
  Director	
  and	
  Oracle	
  Ace	
  on	
  
staff	
  
About	
  PTC	
   Select	
  Clients	
  
•  Database	
  &	
  Engineered	
  Sys.	
  
•  Storage,	
  Server	
  and	
  Network	
  
•  Consul)ng,	
  Managed	
  Services	
  &	
  
Training	
  
Focus	
  on:	
  	
  
High	
  Performance	
  Architectures	
  
5
Agenda	
  
•  Definitions
–  Upgrade
–  Migration
–  Transformation
•  Overview of various tools and methods
•  Why choose a particular method?
6
Definitions
7
Topic	
  Defini)ons	
  
UPGRADE	
  
•  Moving	
  an	
  Oracle	
  
database	
  from	
  one	
  
version	
  (major	
  or	
  
minor)	
  to	
  a	
  higher	
  
version	
  
•  Can	
  be	
  done	
  in	
  
conjunc)on	
  with	
  a	
  
migra)on	
  or	
  
transforma)on	
  
MIGRATION	
  
•  Moving	
  an	
  Oracle	
  
database	
  from	
  one	
  
plahorm	
  to	
  
another	
  plahorm	
  
•  Can	
  be	
  done	
  in	
  
conjunc)on	
  with	
  
an	
  upgrade	
  or	
  
transforma)on	
  
TRANSFORMATION	
  
•  Modifying	
  the	
  
database	
  structure,	
  
features	
  or	
  data	
  
•  Can	
  be	
  done	
  in	
  
conjunc)on	
  with	
  an	
  
upgrade	
  or	
  migra)on	
  
8
Database	
  Upgrade	
  
•  Standalone	
  upgrade	
  
–  Use	
  DBUA	
  
–  Use	
  scripts	
  
–  Performs	
  an	
  in-­‐place	
  upgrade	
  
–  Database	
  structure	
  cannot	
  be	
  changed	
  
•  Determining	
  factors	
  
–  Need	
  to	
  move	
  to	
  a	
  new	
  version	
  
•  Supportability	
  
•  New	
  features	
  
9
Database	
  Migra)on	
  
•  Migra)on	
  involves	
  moving	
  from	
  one	
  system	
  to	
  
another	
  
•  Mul)ple	
  methods	
  of	
  Database	
  Migra)on	
  
•  Most	
  appropriate	
  method	
  is	
  determined	
  by	
  your	
  
requirements	
  
•  Determining	
  factors	
  
–  Need	
  to	
  move	
  to	
  new	
  hardware	
  
–  Need	
  to	
  move	
  to	
  new	
  storage	
  
–  Need	
  to	
  consolidate	
  
10
Database	
  Transforma)on	
  
•  Transforma)on	
  involves	
  changing	
  database	
  structure	
  
–  Par))oning	
  
–  Security	
  (encryp)on)	
  
–  Compression	
  
–  LOB	
  storage	
  
–  Others	
  
•  Determining	
  factors	
  
–  Need	
  to	
  improve	
  performance	
  
–  Need	
  to	
  save	
  space	
  
–  Need	
  enhanced	
  security	
  
11
Tools &
Methods
12
Upgrade/Migra)on/Transforma)on	
  
•  Depending	
  on	
  the	
  method	
  chosen	
  one	
  or	
  more	
  of	
  the	
  
three	
  can	
  be	
  done	
  at	
  once	
  
•  Depends	
  on	
  your	
  requirements	
  
–  Need	
  upgrade	
  
–  Need	
  migra)on	
  
–  Need	
  transforma)on	
  
–  Down)me	
  requirements	
  
–  Budget	
  requirements	
  
13
•  DBUA	
  or	
  upgrade	
  scripts	
  
Upgrade	
  Only	
  
PROS	
  
•  Doesn‘t	
  require	
  
addi)onal	
  space	
  
•  Doesn‘t	
  require	
  
addi)onal	
  hardware	
  
CONS	
  
•  Takes	
  your	
  produc)on	
  
database	
  offline	
  
•  No	
  fallback	
  
•  Only	
  a	
  short	
  )me	
  for	
  
tes)ng/valida)on	
  
RISKS	
  
•  Upgrading	
  your	
  
produc)on	
  database	
  
•  No	
  fallback	
  
•  Failure	
  can	
  require	
  full	
  
restore	
  
14
•  DBUA	
  or	
  upgrade	
  scripts	
  with	
  Physical	
  Standby	
  
Rolling	
  Upgrade	
  with	
  Standby	
  
PROS	
  
•  New	
  12c	
  Data	
  Guard	
  
feature	
  for	
  automa)ng	
  
Rolling	
  Upgrade	
  
•  Uses	
  exis)ng	
  standby	
  
system	
  
•  Doesn’t	
  require	
  
addi)onal	
  hardware	
  
CONS	
  
•  Very	
  complex	
  
•  Takes	
  standby	
  out	
  of	
  
produc)on	
  
•  Only	
  a	
  short	
  )me	
  for	
  
tes)ng/valida)on	
  
RISKS	
  
•  Takes	
  standby	
  out	
  of	
  
produc)on	
  
•  Failure	
  can	
  be	
  cri)cal	
  
15
•  ASM	
  
–  Storage	
  migra)on	
  only	
  
	
  
Migra)on	
  without	
  transforma)on	
  or	
  upgrade	
  
PROS	
  
•  Can	
  all	
  be	
  done	
  
online	
  (no	
  
down)me)	
  
•  Very	
  liGle	
  risk	
  
CONS	
  
•  Cannot	
  make	
  any	
  
changes	
  to	
  the	
  
database	
  
RISKS	
  
•  Modifying	
  produc)on	
  
ASM	
  instance	
  
•  Failure	
  can	
  be	
  cri)cal	
  
•  Failure	
  can	
  require	
  a	
  
full	
  restore	
  of	
  all	
  
databases	
  
16
•  Data	
  Guard	
  
–  Database	
  migra)on	
  
–  Storage	
  migra)on	
  
–  Hardware	
  migra)on	
  
	
  
Migra)on	
  without	
  transforma)on	
  or	
  upgrade	
  
PROS	
  
•  Very	
  liGle	
  down)me	
  
•  Can	
  be	
  tested/
validated	
  before	
  
cutover	
  
CONS	
  
•  No	
  upgrades	
  can	
  be	
  
done	
  
•  No	
  transforma)ons	
  
can	
  be	
  made	
  
RISKS	
  
•  Takes	
  standby	
  out	
  of	
  
produc)on	
  
•  Failure	
  can	
  be	
  cri)cal	
  
17
•  RMAN	
  Backup	
  /	
  Restore	
  
Migra)on	
  without	
  transforma)on	
  or	
  upgrade	
  
PROS	
  
•  Hardware	
  and	
  
storage	
  migra)on	
  is	
  
possible	
  
CONS	
  
•  No	
  changes	
  can	
  be	
  
made	
  to	
  the	
  
structure	
  of	
  the	
  
database	
  
•  Significant	
  
down)me	
  incurred	
  
depending	
  on	
  the	
  
size	
  of	
  the	
  database	
  
RISKS	
  
•  Can	
  be	
  )me	
  
consuming	
  
18
•  RMAN	
  Transportable	
  Tablespaces	
  
Migra)on	
  without	
  transforma)on	
  or	
  upgrade	
  
PROS	
  
•  Can	
  be	
  used	
  
between	
  plahorms	
  
•  Hardware	
  and	
  
storage	
  migra)on	
  is	
  
possible	
  
•  Faster	
  than	
  backup/
restore	
  
CONS	
  
•  No	
  changes	
  can	
  be	
  
made	
  to	
  the	
  
structure	
  of	
  the	
  
database	
  
•  Significant	
  down)me	
  
incurred	
  
RISKS	
  
•  Can	
  be	
  )me	
  
consuming	
  
19
•  RMAN	
  Backup	
  /	
  Restore	
  or	
  Transportable	
  Tablespaces	
  with	
  
Incremental	
  Backup	
  
Migra)on	
  without	
  transforma)on	
  or	
  upgrade	
  
PROS	
  
•  Less	
  down)me	
  than	
  
backup	
  
•  Less	
  down)me	
  than	
  
transportable	
  
tablespaces	
  
CONS	
  
•  No	
  changes	
  can	
  be	
  
made	
  to	
  the	
  
structure	
  of	
  the	
  
database	
  
•  Some	
  down)me	
  
incurred	
  depending	
  
on	
  system	
  ac)vity	
  
RISKS	
  
•  Can	
  be	
  )me	
  
consuming	
  
20
•  Export	
  /	
  Import	
  (or	
  Data	
  Pump)	
  
Upgrade	
  /	
  Migra)on	
  with	
  Transforma)on	
  
PROS	
  
•  Allows	
  for	
  structural	
  
transforma)on	
  
•  Par))oning	
  
•  Security	
  
•  Compression	
  
•  LOB	
  storage	
  
CONS	
  
•  Slow	
  
•  Significant	
  
down)me	
  
RISKS	
  
•  Can	
  be	
  )me	
  
consuming	
  
21
•  Oracle	
  GoldenGate	
  Replica)on	
  
Upgrade	
  /	
  Migra)on	
  with	
  Transforma)on	
  
PROS	
  
•  Zero	
  or	
  near-­‐zero	
  
down)me	
  migra)on	
  
•  Allows	
  for	
  significant	
  
tes)ng/valida)on	
  
before	
  cutover	
  
•  Allows	
  for	
  
heterogeneous	
  
replica)on	
  
CONS	
  
•  Addi)onal	
  
complexity	
  
•  Addi)onal	
  expense	
  
RISKS	
  
•  Replica)on	
  errors	
  
22
Why Choose
A
Particular
Method?
23
Why	
  Choose	
  a	
  Par)cular	
  Method?	
  
Requirements	
   Costs	
   Risks	
   Down)me	
  
•  Do	
  you	
  need	
  to	
  migrate?	
  
•  Do	
  you	
  need	
  to	
  transform?	
  
24
Wrap-Up
25
Summary	
  
•  There	
  are	
  a	
  lot	
  of	
  different	
  methods	
  for	
  
upgrade,	
  migra)on	
  and	
  transforma)on	
  
•  The	
  method	
  or	
  combina)on	
  of	
  methods	
  you	
  
use	
  will	
  depend	
  on	
  your	
  specific	
  needs	
  
•  It	
  is	
  usually	
  a	
  tradeoff	
  of	
  expense	
  vs.	
  feature	
  
or	
  expense	
  vs.	
  down)me	
  
26
Any	
  Ques)ons?	
  
27
Thank	
  you!	
  
EXPERTS
Expert Data Services team with deep
performance tuning and Oracle
technology backgrounds.
More info:
www.perftuning.com
info@perftuning.com
@perftuning
28

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Are You Ready for 12c? Data Migration and Upgrade Best Practices

  • 1. Are    You  Ready  for  12c?   Data  Migra)on  &  Upgrade     Best  Prac)ces   A  Lunch  &  Learn  webinar  for  IT  Management  
  • 2. Expert  Panelist   Ed  Whalen   Founder/  Chief  Technologist/  Oracle  ACE   Performance  Tuning  Corpora)on   hGps://www.linkedin.com/pub/edward-­‐whalen/4/92/46     2
  • 3. About  Edward  Whalen   §                 Oracle  ACE   §  Chief  Technologist  at  Performance   Tuning  Corpora)on   §  More  than  25  years  technology   experience   §  Servers   §  Storage   §  Virtual  Machines   §  Opera)ng  System   §  Database   §  Oracle  and  SQL  Server  Database   Performance  Expert   §  Author  of  12  books  and  various   technical  papers  on  Oracle  and  SQL   Server  database  technologies   §  Oracle,  SQL  Server,  Linux,  Virtualiza)on   §  Speaker  at  Oracle  OpenWorld,   Collaborate,  and  many  local  and   regional  Oracle  user  group   conferences   §  Co-­‐founder  Interna)onal  GoldenGate   Oracle  Users  Group   3
  • 4. 4   About  Edward  Whalen   4
  • 5. •  Founded  in  1997   –  Team  spun  out  of  Compaq  Performance  Lab   –  Focused  on  solving  the  tough/complex  and  messy  data  architecture  problems   –  Very  Senior  team  of  EXPERTS   •  Over  1000  clients  &  coun)ng   •  Key  industries:  Financial  Services,  Telecom,  Oil  &  Gas,   Healthcare   •  Oracle  Pla)num  Partner:  Oracle  Ace  Director  and  Oracle  Ace  on   staff   About  PTC   Select  Clients   •  Database  &  Engineered  Sys.   •  Storage,  Server  and  Network   •  Consul)ng,  Managed  Services  &   Training   Focus  on:     High  Performance  Architectures   5
  • 6. Agenda   •  Definitions –  Upgrade –  Migration –  Transformation •  Overview of various tools and methods •  Why choose a particular method? 6
  • 8. Topic  Defini)ons   UPGRADE   •  Moving  an  Oracle   database  from  one   version  (major  or   minor)  to  a  higher   version   •  Can  be  done  in   conjunc)on  with  a   migra)on  or   transforma)on   MIGRATION   •  Moving  an  Oracle   database  from  one   plahorm  to   another  plahorm   •  Can  be  done  in   conjunc)on  with   an  upgrade  or   transforma)on   TRANSFORMATION   •  Modifying  the   database  structure,   features  or  data   •  Can  be  done  in   conjunc)on  with  an   upgrade  or  migra)on   8
  • 9. Database  Upgrade   •  Standalone  upgrade   –  Use  DBUA   –  Use  scripts   –  Performs  an  in-­‐place  upgrade   –  Database  structure  cannot  be  changed   •  Determining  factors   –  Need  to  move  to  a  new  version   •  Supportability   •  New  features   9
  • 10. Database  Migra)on   •  Migra)on  involves  moving  from  one  system  to   another   •  Mul)ple  methods  of  Database  Migra)on   •  Most  appropriate  method  is  determined  by  your   requirements   •  Determining  factors   –  Need  to  move  to  new  hardware   –  Need  to  move  to  new  storage   –  Need  to  consolidate   10
  • 11. Database  Transforma)on   •  Transforma)on  involves  changing  database  structure   –  Par))oning   –  Security  (encryp)on)   –  Compression   –  LOB  storage   –  Others   •  Determining  factors   –  Need  to  improve  performance   –  Need  to  save  space   –  Need  enhanced  security   11
  • 13. Upgrade/Migra)on/Transforma)on   •  Depending  on  the  method  chosen  one  or  more  of  the   three  can  be  done  at  once   •  Depends  on  your  requirements   –  Need  upgrade   –  Need  migra)on   –  Need  transforma)on   –  Down)me  requirements   –  Budget  requirements   13
  • 14. •  DBUA  or  upgrade  scripts   Upgrade  Only   PROS   •  Doesn‘t  require   addi)onal  space   •  Doesn‘t  require   addi)onal  hardware   CONS   •  Takes  your  produc)on   database  offline   •  No  fallback   •  Only  a  short  )me  for   tes)ng/valida)on   RISKS   •  Upgrading  your   produc)on  database   •  No  fallback   •  Failure  can  require  full   restore   14
  • 15. •  DBUA  or  upgrade  scripts  with  Physical  Standby   Rolling  Upgrade  with  Standby   PROS   •  New  12c  Data  Guard   feature  for  automa)ng   Rolling  Upgrade   •  Uses  exis)ng  standby   system   •  Doesn’t  require   addi)onal  hardware   CONS   •  Very  complex   •  Takes  standby  out  of   produc)on   •  Only  a  short  )me  for   tes)ng/valida)on   RISKS   •  Takes  standby  out  of   produc)on   •  Failure  can  be  cri)cal   15
  • 16. •  ASM   –  Storage  migra)on  only     Migra)on  without  transforma)on  or  upgrade   PROS   •  Can  all  be  done   online  (no   down)me)   •  Very  liGle  risk   CONS   •  Cannot  make  any   changes  to  the   database   RISKS   •  Modifying  produc)on   ASM  instance   •  Failure  can  be  cri)cal   •  Failure  can  require  a   full  restore  of  all   databases   16
  • 17. •  Data  Guard   –  Database  migra)on   –  Storage  migra)on   –  Hardware  migra)on     Migra)on  without  transforma)on  or  upgrade   PROS   •  Very  liGle  down)me   •  Can  be  tested/ validated  before   cutover   CONS   •  No  upgrades  can  be   done   •  No  transforma)ons   can  be  made   RISKS   •  Takes  standby  out  of   produc)on   •  Failure  can  be  cri)cal   17
  • 18. •  RMAN  Backup  /  Restore   Migra)on  without  transforma)on  or  upgrade   PROS   •  Hardware  and   storage  migra)on  is   possible   CONS   •  No  changes  can  be   made  to  the   structure  of  the   database   •  Significant   down)me  incurred   depending  on  the   size  of  the  database   RISKS   •  Can  be  )me   consuming   18
  • 19. •  RMAN  Transportable  Tablespaces   Migra)on  without  transforma)on  or  upgrade   PROS   •  Can  be  used   between  plahorms   •  Hardware  and   storage  migra)on  is   possible   •  Faster  than  backup/ restore   CONS   •  No  changes  can  be   made  to  the   structure  of  the   database   •  Significant  down)me   incurred   RISKS   •  Can  be  )me   consuming   19
  • 20. •  RMAN  Backup  /  Restore  or  Transportable  Tablespaces  with   Incremental  Backup   Migra)on  without  transforma)on  or  upgrade   PROS   •  Less  down)me  than   backup   •  Less  down)me  than   transportable   tablespaces   CONS   •  No  changes  can  be   made  to  the   structure  of  the   database   •  Some  down)me   incurred  depending   on  system  ac)vity   RISKS   •  Can  be  )me   consuming   20
  • 21. •  Export  /  Import  (or  Data  Pump)   Upgrade  /  Migra)on  with  Transforma)on   PROS   •  Allows  for  structural   transforma)on   •  Par))oning   •  Security   •  Compression   •  LOB  storage   CONS   •  Slow   •  Significant   down)me   RISKS   •  Can  be  )me   consuming   21
  • 22. •  Oracle  GoldenGate  Replica)on   Upgrade  /  Migra)on  with  Transforma)on   PROS   •  Zero  or  near-­‐zero   down)me  migra)on   •  Allows  for  significant   tes)ng/valida)on   before  cutover   •  Allows  for   heterogeneous   replica)on   CONS   •  Addi)onal   complexity   •  Addi)onal  expense   RISKS   •  Replica)on  errors   22
  • 24. Why  Choose  a  Par)cular  Method?   Requirements   Costs   Risks   Down)me   •  Do  you  need  to  migrate?   •  Do  you  need  to  transform?   24
  • 26. Summary   •  There  are  a  lot  of  different  methods  for   upgrade,  migra)on  and  transforma)on   •  The  method  or  combina)on  of  methods  you   use  will  depend  on  your  specific  needs   •  It  is  usually  a  tradeoff  of  expense  vs.  feature   or  expense  vs.  down)me   26
  • 28. Thank  you!   EXPERTS Expert Data Services team with deep performance tuning and Oracle technology backgrounds. More info: www.perftuning.com info@perftuning.com @perftuning 28