The document outlines the challenges organizations face in managing database infrastructure and emphasizes the importance of consolidation, which reduces the number of database servers to enhance efficiency and security. It details the benefits of consolidation, upgrade strategies for SQL Server, and the methodologies involved in planning and executing upgrades. Additionally, it highlights tools available for assessment and migration to ensure a smooth transition to newer SQL Server versions.

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3. 6/5/2018 3
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4. Workshop Outline
• Today’s Challenges
• What Is Consolidation?
• Consolidation Approach
• The Benefits of Consolidation
• Time to upgrade???
• Why Upgrade?
• Upgrade Methodology
• Upgrade & Consolidation Tools
• Q&A

5. Today’s Challenges
• Financial Resources
• Major economic reset AKA a recession
• Organizations are cutting costs in response
• Managing Complicated Infrastructure
• Too many servers, too few DBAs
• Management tools not always effective
• Unknown servers contribute to license issues
• Keeping software current presents challenges
• Security risks posed by non-homogenous environment

6. What Is Consolidation?
Consolidated Server
Database
Server
Database
Server
Database
Server
• Consolidation is the process of methodically decreasing
the number of database servers to reduce the size and
complexity of the data infrastructure.

7. What Is Consolidation?
Consolidated Server
Redundant
Application
Redundant
Application
Redundant
Application
• Consolidation can also include reducing the number of
duplicate applications.

8. Consolidation Approach
• Identification
• Existing servers are identified and then classified by either
internal or vendor application.
• Classification
• The process continues to break down and classify each
database further using a set of criteria.
• Organization
• The conclusion of the process yields a set of databases that are
organized into those that can be consolidated and those that
cannot.

9. The Benefits of Consolidation
• Reduced hardware costs by removing under-utilized server
resources from production.
• Avoid ever-increasing storage costs by leveraging compression and
other features of SQL Server 2016
• Improved data security and auditing capabilities
• Better manageability for the data infrastructure
• Improved overall performance of existing database resources
• Reduced equipment environmental requirements such as cooling
and AC
• Improved business efficiency through a better managed, more
agile data infrastructure

10. …journey so far: SQL Server 2008 R2 to 2016
Support for ‘R’
Query StoreStretch Databases
JSON Support
Level Always Encrypted

11. Time to upgrade???
• How can you perform upgrade (pro-actively)?
• What tools can help collect data for analysis?
• What kind of upgrade strategy you would follow on
various SQL instances?
• How can you detect troubled instances/databases?

12. The List…
• Why Upgrade?
• Building plans & strategies…
• Upgrade Route….
• Best Practices……
• Round-up

13. Why Upgrade?
• End of mainstream support
• SQL Server 2000
• SQL Server 2005
• SQL Server 2008 & R2
• SQL Server 2012
• Hardware upgrade
• Consolidation
• ….and

14. Mainstream and Extended support
Version Mainstream Extended
SQL Server 2000 SP4 08-04-2008 09-04-2013
SQL Server 2005 SP4 12-04-2011 12-04-2016
SQL Server 2008 SP4 08-04-2014 09-07-2019
SQL Server 2008 R2 SP3 08-07-2014 09-07-2019
SQL Server 2012 SP4 11-07-2017 12-07-2022
SQL Server 2014 SP2 09-07-2019 09-07-2024
SQL Server 2016 SP1 31-07-2021 14-07-2026
https://support.microsoft.com/en-us/lifecycle

15. Why Upgrade?
• New features
• AlwaysOn Availability Groups
• Windows Server Core Support
• Columnstore Indexes
• User-Defined Server Roles
• Enhanced Auditing Features
• BI Semantic Model
• Sequence Objects
• Enhanced PowerShell Support
• Distributed Replay
• PowerView
• SQL Azure Enhancements
• Big Data Support
•Improved In-memory engine
•Enhanced Windows 2012 Integration
•Enhanced AlwaysOn Availability
groups
•Backup Enhancements
•Updatable Columnstore Indexes
•SSDT for BI
•Power BI for Office 365 integration
•Always Encrypted
•Stretch Database
•Real-time Operational Analytics
•PolyBase into SQL Server
•Native JSON support
•Always-On enhancements
•Enhanced In-memory OLTP
•Revamped SSDT
2012 2014 2016

16. Upgrade Methodology
Planning
Pre-Upgrade
PrepareCheckpoint
Testing
Post-
upgrade

17. Planning
• Preparing to Upgrade
• Review upgrade documentation and resources
• Document your resources and environment
• Identify upgrade requirements
• Decide on upgrade strategy
• Upgrade High-Availability servers
• Establish backup and rollback plans
• Test the plan!!!

18. Pre-Upgrade
• Check environment
• Run Data Migration Assistant (2012, 2014, 2016 & Azure SQL)
• Ensure environment is clean
• Check database consistency
• Consider shrink Data file (read-only DB) and log files
• Rebuild indexes
• Run SQL Server Best Practices Analyzer (BPA)
• Back up your environment
• System and user databases including DTS/SSIS packages
• …what else
• Documentation

19. Prepare to Post-upgrade
• The Upgrade
• Document every step
• System health checks
• Perform the upgrade - strategy
• Environment backup (pre to post)
• Go/No-go (Checkpoint)
• Review the logs
• Troubleshoot - upgrade failure
• Test functionality and performance.
• Determine application acceptance

20. Upgrade Strategy
• Side-by-Side
• In-Place

21. Side-by-Side (Migration) Upgrade
• Install new instance of SQL Server without affecting existing instance
• Can be same or different server
• Database objects are manually copied to new instance
• Copy Database Wizard/Detach -> Copy -> Attach/Backup -> Restore
Pros & Cons.

22. In-Place Upgrade
• Upgrades an existing installation
• Instance name remains the same after upgrade
• Old instance no longer exists
• User data and configuration is preserved
• Mostly automated process through SQL Server Setup
• Performed on same machine as existing installation
Pros & Cons.

23. Upgrade & Consolidation Tools
• MAP (Microsoft Assessment and Planning) Toolkit
for SQL Server
• https://www.microsoft.com/en-us/download/details.aspx?id=7826
• DMA (Data Migration Assistant)
• https://www.microsoft.com/en-us/download/details.aspx?id=53595
• Best Practices Analyzer for SQL Server
• https://www.microsoft.com/en-in/download/details.aspx?id=29302
• SQL Server 2016 Setup: System Configuration
Checker
• Custom scripts

24. Upgrade & Consolidation Tools (MAP & BPA)

25. Upgrade & Consolidation Tools (DMA)

26. A DCB
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