Oracle database upgrade, migration & transformation tips & techniques

466 Pages·2015·16.285 MB·English

by  Czuprynski, Jim, Whalen, Edward

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About the Authors
Edward Whalen is an Oracle ACE Director and the Chief Technologist at Performance
Tuning Corporation (www.perftuning.com), a consulting company specializing in
database performance, administration, virtualization, and disaster recovery solutions
with over 30 years of experience. He has extensive experience in system architectural
design for optimal performance. His career has consisted of hardware, OS, database,
and virtualization projects for many different companies. He has written seven books on
Oracle products (13 books total), the last four from Oracle Press. He has also worked on
numerous benchmarks and performance tuning projects with Oracle database products.
Ed works primarily as a consultant, speaker, and part-time trainer. His specialties
include Oracle Performance Tuning, High Availability, and GoldenGate. In addition,
Ed is working on several new book proposals.
Jim Czuprynski has over 30 years of experience in information technology, serving
diverse roles at several Fortune 1000 companies in those three decades—mainframe
programmer, applications developer, business analyst, and project manager—before
becoming an Oracle database administrator in 2001. He currently holds OCP
certification for Oracle 9i, 10g, and 11g, and is an Oracle ACE Director.
Jim continues to write a steady stream of articles that focus on the myriad facets of
Oracle database administration, with nearly 100 articles to his credit since 2003 for
Database Journal (www.databasejournal.com) and IOUG’s SELECT Journal. Jim’s blog,
Generally…It Depends (http://jimczuprynski.wordpress.com), concentrates on Oracle
database technology and administration. He is the author of nearly 100 articles on Oracle
Database 10g and Oracle Database 11g, with several articles on Oracle Database 12c
appearing in IOUG SELECT Magazine since 2003.
Jim is also a sought-after public speaker on Oracle Database technology features. He
has presented topics at Oracle OpenWorld, IOUG’s COLLABORATE, Hotsos Symposium,
Oracle Technology Network ACE Tours, and Oracle User Group conferences around
the world.
Jim teaches core Oracle University database administration courses on behalf of
Oracle and its Education Partners throughout the United States and Canada, instructing
several hundred Oracle DBAs about Oracle DBA best practices since 2005. He was
awarded Oracle Education Partner Instructor of the Year in 2009.
About the Technical Editor
Hans Forbrich has been programming, using, and administering computers since his first
program at the University of Calgary on a DEC PSP-8i in 1969. He was involved in a
number of migrations and upgrades prior to his introduction to Oracle in the mid-1980s,
and has been involved in countless migrations and upgrades across many platforms in
his time at a major telecom manufacturer, at an applications company, at Oracle, and
over the past 12 years with his own consultancy.
Hans is an electrical engineer, holds multiple OCPs, and is an Oracle ACE Director
who is well known on the Oracle speaking circuit. He consults on and teaches many
classes for Oracle University on Linux, Oracle VM, Database, Middleware, GoldenGate,
Database Integrator, SOA, and Integration.
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Oracle Database
Upgrade, Migration &
Transformation
Tips & Techniques
Edward Whalen
Jim Czuprynski
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Oracle-Regular / Oracle Database Upgrade, Migration & Transformation Tips & Techniques / Edward Whalen / 605-0
Contents at a Glance
PART I
Planning a Smooth Migration
1 Overview of Migration, Transformation, and Upgrade Methodologies . . . . . . . 3
2 Choosing the Right Migration Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
3 Migration/Transformation/Upgrade Methodologies . . . . . . . . . . . . . . . . . . . . 29
PART II
Cross-Platform Migration
4 Oracle Data Guard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
5 Using Recovery Manager (RMAN) for Cross-Platform Migration . . . . . . . . . . . 73
6 Transporting Tablespaces and Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
PART III
Migration with Enhancement/Upgrade
7 Migrating Oracle Databases with Export/Import . . . . . . . . . . . . . . . . . . . . . . 161
8 Zero or Minimal Downtime Migrations with Oracle GoldenGate . . . . . . . . . 181
9 Cross-Platform Transportable Tablespace Migration Utilities . . . . . . . . . . . . . 205
10 Migrating to New Storage Platforms Using ASM . . . . . . . . . . . . . . . . . . . . . . 229
v
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PART IV
Optimized Upgrades/Migration
11 Database Upgrade Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
12 Migrating from Microsoft SQL Server to Oracle . . . . . . . . . . . . . . . . . . . 283
13 Moving to Oracle Database 12c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
14 Moving to Oracle Engineered Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
15 Migrating to Oracle in the Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
PART V
Best Practices and Tips
16 In Summary: Recommendations, Reminders, and Best Practices . . . . . . . 415
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425
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Contents
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
PART I
Planning a Smooth Migration
1 Overview of Migration, Transformation, and Upgrade Methodologies . . . . 3
Database Upgrade Methodologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Data Migration Methodologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Migration with Transformation Methodologies . . . . . . . . . . . . . . . . . . 7
Future Migration, Transformation, and Upgrade Techniques . . . . . . . . . . . . . 7
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2 Choosing the Right Migration Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Evaluating Your Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Migration Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Downtime Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Transformation Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Migration Methods Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Budget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Additional Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Making Your Decision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
How Downtime Affects Your Choice of Method . . . . . . . . . . . . . . . . 23
How Versions Affect Your Choice of Method . . . . . . . . . . . . . . . . . . . 24
How Architecture Affects Your Choice of Method . . . . . . . . . . . . . . . 24
How Database Transformation Affects Your Choice of Method . . . . . . 25
Decision Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Hybrid Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
GoldenGate Migration Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
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viii Oracle Database Upgrade, Migration & Transformation Tips & Techniques
3 Migration/Transformation/Upgrade Methodologies . . . . . . . . . . . . . . . . . . 29
Planning the Migration Process .................................. 30
Determining the “Window of Inopportunity” . . . . . . . . . . . . . . . . . . . 30
Application Workload Categorization ........................ 31
Capturing Your Migration/Transformation/Upgrade Plan:
The Master Checklist ........................................ 34
Milestones ............................................. 34
Tasks, Responsibilities, and Actions .......................... 35
Timelines and Expected Task Timings ......................... 35
Fallback Plans .......................................... 35
Expected Results ........................................ 36
Testing Your Chosen Migration/Transformation/Upgrade Path ............ 37
Building a Migration Plan ...................................... 37
Migration Steps ......................................... 39
Resource Allocation ..................................... 41
Milestones ............................................. 42
Quality Assurance ....................................... 43
Change Requests ........................................ 43
User Acceptance Testing .................................. 43
Production Cutover ........................................... 44
Planning the Cutover to Production .......................... 45
Database Verification .................................... 45
Ensuring the Database’s Data Integrity ........................ 46
Application Server Migration ............................... 47
Evaluating Application Performance ......................... 47
Summary ................................................... 49
PART II
Cross-Platform Migration
4 Oracle Data Guard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Data Guard Overview ......................................... 54
What Is Data Guard? ..................................... 54
How Does Data Guard Work? .............................. 54
Data Guard Components ................................. 57
Data Guard Modes ...................................... 58
Data Guard Broker ...................................... 59
Requirements for Migrating with Data Guard ........................ 59
Configuring Data Guard ........................................ 61
Set Up the Primary and Standby in Preparation of Data Guard ..... 61
Modify init.ora Parameters on the Primary ..................... 66
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