Aug 10, 2026, 3:24 PM
This commit is contained in:
Paweł Domański
+506
-226
@@ -1,257 +1,537 @@
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Dla SQL Server Standalone runbook jest prostszy niż dla FCI, ale paradoksalnie częściej kończy się problemami, bo ludzie zapominają o jobach, linked serverach, ODBC, SSIS i konfiguracji systemowej.
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# SQL Server Standalone Migration Runbook
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## SQL Server 2016/2019 → SQL Server 2022
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Poniżej jest moja produkcyjna checklista DBA do migracji:
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**Document Version:** 1.0
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**Migration Type:** Side-by-Side Migration
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**Source Server:** _________________
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**Target Server:** _________________
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**Migration Date:** _________________
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**DBA:** _________________
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SQL Server Standalone → SQL Server 2022 Standalone
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---
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1. Discovery / Assessment
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Serwer źródłowy
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System
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Nazwa serwera
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Windows Version
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Patch Level
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CPU
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RAM
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Dyski
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Antivirus
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Firewall rules
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ODBC DSN
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Scheduled Tasks
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SQL Server
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# 1. Discovery / Assessment
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## 1.1 Source Server Inventory
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### Operating System
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- [ ] Server name documented
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- [ ] Windows version documented
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- [ ] Windows patch level documented
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- [ ] CPU configuration documented
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- [ ] Memory configuration documented
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- [ ] Disk layout documented
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- [ ] Antivirus exclusions documented
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- [ ] Firewall rules documented
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- [ ] ODBC DSNs documented
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- [ ] Windows Scheduled Tasks documented
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### SQL Server Instance
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```sql
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SELECT @@VERSION;
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```
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SQL Version
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SQL Edition
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CU/SP
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Collation
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Authentication Mode
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Max Server Memory
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MaxDOP
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Cost Threshold
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Trace Flags
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TempDB Configuration
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Backup Compression
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IFI
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2. Inwentaryzacja baz
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- [ ] SQL Version
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- [ ] SQL Edition
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- [ ] SQL Build Number
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- [ ] SQL CU/SP Level
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- [ ] Collation
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- [ ] Authentication Mode
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- [ ] Max Server Memory
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- [ ] MaxDOP
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- [ ] Cost Threshold for Parallelism
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- [ ] Trace Flags
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- [ ] Startup Parameters
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- [ ] TempDB Configuration
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- [ ] Backup Compression Settings
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- [ ] Instant File Initialization Status
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Dla każdej bazy:
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---
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Nazwa
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Rozmiar
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Recovery Model
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Compatibility Level
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Owner
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TDE
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CDC
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Replication
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Service Broker
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FullText
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FileStream
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CLR
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Query Store
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3. Obiekty instancji
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Security
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SQL Logins
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Windows Logins
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Server Roles
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Credentials
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Certificates
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Endpoints
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SQL Agent
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Jobs
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Job Steps
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Schedules
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Operators
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Alerts
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Proxies
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Integracje
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Linked Servers
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Linked Server Logins
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Database Mail
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SSIS Packages
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Maintenance Plans
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PowerShell Scripts
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Batch Files
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4. Nowy serwer
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Windows
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Serwer zbudowany
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Join do domeny
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Patchowanie
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AV exclusions
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Firewall
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Dyski
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# 2. Database Inventory
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Przykład:
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For each database collect:
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- [ ] Database Name
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- [ ] Size (Data / Log)
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- [ ] Recovery Model
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- [ ] Compatibility Level
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- [ ] Database Owner
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- [ ] AutoGrowth Settings
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- [ ] TDE Enabled
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- [ ] CDC Enabled
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- [ ] Replication Enabled
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- [ ] Service Broker
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- [ ] FullText Search
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- [ ] FileTables / FILESTREAM
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- [ ] CLR Assemblies
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- [ ] Query Store
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- [ ] Database Scoped Credentials
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### Database Report
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```sql
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SELECT
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name,
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compatibility_level,
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recovery_model_desc,
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state_desc
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FROM sys.databases;
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```
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---
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# 3. Instance Objects Inventory
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## Security
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- [ ] SQL Logins
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- [ ] Windows Logins
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- [ ] Server Roles
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- [ ] Credentials
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- [ ] Endpoints
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- [ ] Certificates
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- [ ] Server Permissions
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## SQL Agent
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- [ ] Jobs
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- [ ] Job Steps
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- [ ] Schedules
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- [ ] Operators
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- [ ] Alerts
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- [ ] Proxies
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## Integrations
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- [ ] Linked Servers
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- [ ] Linked Server Login Mappings
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- [ ] Database Mail
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- [ ] Maintenance Plans
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- [ ] SSIS Packages
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- [ ] PowerShell Scripts
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- [ ] Batch Files
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- [ ] External Interfaces
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---
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# 4. Target Server Preparation
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## Windows Configuration
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- [ ] Server built
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- [ ] Joined to domain
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- [ ] Latest approved patches installed
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- [ ] Antivirus configured
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- [ ] Firewall configured
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- [ ] Monitoring agent installed
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- [ ] Backup agent installed
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## Storage Layout
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Example:
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```text
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C: OS
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D: SQL Binaries
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E: Data
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F: Log
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F: Logs
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G: TempDB
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H: Backup
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H: Backups
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```
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Wolumeny utworzone
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NTFS 64K
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Uprawnienia nadane
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5. Instalacja SQL 2022
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Instalacja
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SQL Engine
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Agent
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FullText (jeśli używany)
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Konfiguracja
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Port TCP
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Max Memory
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MaxDOP
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Cost Threshold
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Backup Compression
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IFI
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6. Migracja obiektów instancji
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Logins
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Migracja z SID
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Role
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Permissions
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Linked Servers
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Linked Servers
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Login Mapping
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Hasła
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Database Mail
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Accounts
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Profiles
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Test mail
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Agent
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Jobs
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Schedules
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Operators
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Alerts
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Proxies
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7. Test Restore
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### Validation
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Dla każdej bazy:
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- [ ] Disk letters match design
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- [ ] NTFS Allocation Unit Size = 64K
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- [ ] Capacity validated
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- [ ] Permissions configured
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Backup
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BACKUP DATABASE db
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TO DISK='...'
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WITH COMPRESSION,CHECKSUM;
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---
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Restore
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# 5. SQL Server 2022 Installation
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## Installation
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- [ ] SQL Engine installed
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- [ ] SQL Agent installed
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- [ ] Full Text Search installed (if required)
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- [ ] Latest approved CU installed
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## Initial Configuration
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- [ ] TCP/IP enabled
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- [ ] Static TCP Port configured
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- [ ] Max Server Memory configured
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- [ ] MaxDOP configured
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- [ ] Cost Threshold configured
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- [ ] IFI enabled
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- [ ] TempDB configured
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- [ ] Error Log retention configured
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### Validation
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```sql
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SELECT @@VERSION;
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```
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---
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# 6. Migrate Instance Objects
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## Logins
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- [ ] Script logins with SID
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- [ ] Migrate server roles
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- [ ] Migrate permissions
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- [ ] Validate orphaned users
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## Linked Servers
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- [ ] Linked Servers migrated
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- [ ] Login mappings configured
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- [ ] Passwords restored
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- [ ] Connectivity tested
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## Database Mail
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- [ ] Accounts created
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- [ ] Profiles created
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- [ ] Test email sent
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## SQL Agent
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- [ ] Jobs imported
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- [ ] Schedules imported
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- [ ] Operators imported
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- [ ] Alerts imported
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- [ ] Proxies imported
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**Keep all jobs disabled until cutover.**
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---
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# 7. Migration Testing
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## Restore Test
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### Backup
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```sql
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BACKUP DATABASE <DatabaseName>
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TO DISK = '<Path>'
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WITH CHECKSUM, COMPRESSION;
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```
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### Verify
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```sql
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RESTORE VERIFYONLY
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FROM DISK = '<Path>';
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```
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VERIFYONLY
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Restore Test
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CHECKDB
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8. Tydzień przed migracją
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Freeze
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Brak zmian schematu
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Brak nowych jobów
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Brak nowych loginów
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Brak nowych linked serverów
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Test aplikacji
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Login
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Odczyt
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Zapis
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Raporty
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ETL
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9. Cutover
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Start
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Aplikacje stop
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ETL stop
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Joby stop
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Final Backup
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Full
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BACKUP DATABASE
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### Restore
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Log
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BACKUP LOG
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```sql
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RESTORE DATABASE <DatabaseName>
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FROM DISK = '<Path>';
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```
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Restore
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Full
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RESTORE DATABASE
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WITH NORECOVERY
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### Validation
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Logi
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RESTORE LOG
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- [ ] Restore successful
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- [ ] CHECKDB successful
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- [ ] Application connectivity successful
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Recovery
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WITH RECOVERY
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---
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Security
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Logins
|
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Credentials
|
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Linked Servers
|
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Database Mail
|
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Jobs
|
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Import
|
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Enable
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10. Smoke Test
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SQL
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Wszystkie bazy ONLINE
|
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Logins działają
|
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Agent działa
|
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Backup działa
|
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Aplikacja
|
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Login
|
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Read
|
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Write
|
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Raport
|
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ETL
|
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Job Success
|
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SSIS Success
|
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Import działa
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11. Performance Validation
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# 8. T-7 Days Activities
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Porównanie do starego serwera:
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## Change Freeze
|
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|
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CPU
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RAM
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IOPS
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PLE
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Wait Stats
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Blocking
|
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12. Rollback
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- [ ] No schema changes
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- [ ] No new jobs
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- [ ] No new linked servers
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- [ ] No major application releases
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|
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Warunki rollback:
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## User Acceptance Testing
|
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|
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aplikacja nie startuje
|
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błędy logowania
|
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utrata danych
|
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krytyczne ETL nie działa
|
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brak wydajności
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Procedura
|
||||
Stop nowego środowiska
|
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Disable Jobs
|
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Stop Applications
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Powrót
|
||||
Connection Strings -> stary SQL
|
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Enable Source Jobs
|
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Uruchom aplikacje
|
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Test
|
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Login
|
||||
Read
|
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Write
|
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13. Najczęściej zapominane rzeczy
|
||||
- [ ] Login test
|
||||
- [ ] Read test
|
||||
- [ ] Write test
|
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- [ ] Reporting test
|
||||
- [ ] ETL test
|
||||
|
||||
To jest moja „killer checklist”:
|
||||
---
|
||||
|
||||
SQL Agent Schedules
|
||||
SQL Agent Proxies
|
||||
Linked Server Passwords
|
||||
ODBC DSN
|
||||
Windows Scheduled Tasks
|
||||
Database Mail
|
||||
TDE Certificates
|
||||
Backup Jobs
|
||||
Maintenance Plans
|
||||
PowerShell scripts
|
||||
SSIS packages
|
||||
CLR Assemblies
|
||||
Service Broker
|
||||
Monitoring (Splunk)
|
||||
Antivirus exclusions
|
||||
Connection strings
|
||||
Shared folders
|
||||
Startup parameters
|
||||
TempDB configuration
|
||||
Trace flags
|
||||
Local service accounts
|
||||
# 9. Cutover Activities
|
||||
|
||||
Jeżeli migracja dotyczy typowego środowiska D&B (np. SQL 2016/2019 → SQL 2022), to ja dodatkowo zawsze dopisuję jeszcze sekcję „Post Migration 30 dni”, czyli kontrolę backupów, jobów, wzrostu baz, indeksów i ewentualne podniesienie compatibility level dopiero po zakończeniu okresu stabilizacji.
|
||||
## Start Change
|
||||
|
||||
- [ ] Open bridge call
|
||||
- [ ] Confirm stakeholders available
|
||||
- [ ] Confirm rollback owner
|
||||
|
||||
---
|
||||
|
||||
## Disable Source Activity
|
||||
|
||||
### SQL Agent
|
||||
|
||||
- [ ] Disable jobs
|
||||
|
||||
### Applications
|
||||
|
||||
- [ ] Stop application services
|
||||
- [ ] Stop ETL processes
|
||||
- [ ] Stop integrations
|
||||
|
||||
---
|
||||
|
||||
## Final Backup
|
||||
|
||||
### Full Backup
|
||||
|
||||
```sql
|
||||
BACKUP DATABASE <DatabaseName>
|
||||
TO DISK='<FullBackup>';
|
||||
```
|
||||
|
||||
### Transaction Log Backup
|
||||
|
||||
```sql
|
||||
BACKUP LOG <DatabaseName>
|
||||
TO DISK='<LogBackup>';
|
||||
```
|
||||
|
||||
### Validation
|
||||
|
||||
- [ ] Backup completed
|
||||
- [ ] VERIFYONLY successful
|
||||
|
||||
---
|
||||
|
||||
## Restore to SQL 2022
|
||||
|
||||
### Restore Full
|
||||
|
||||
```sql
|
||||
RESTORE DATABASE <DatabaseName>
|
||||
FROM DISK='<FullBackup>'
|
||||
WITH NORECOVERY;
|
||||
```
|
||||
|
||||
### Restore Logs
|
||||
|
||||
```sql
|
||||
RESTORE LOG <DatabaseName>
|
||||
FROM DISK='<LogBackup>'
|
||||
WITH NORECOVERY;
|
||||
```
|
||||
|
||||
### Recover Database
|
||||
|
||||
```sql
|
||||
RESTORE DATABASE <DatabaseName>
|
||||
WITH RECOVERY;
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# 10. Post-Restore Configuration
|
||||
|
||||
## Security
|
||||
|
||||
- [ ] Logins validated
|
||||
- [ ] Credentials migrated
|
||||
- [ ] Linked servers validated
|
||||
- [ ] Database Mail validated
|
||||
|
||||
## SQL Agent
|
||||
|
||||
- [ ] Jobs enabled
|
||||
- [ ] Schedules enabled
|
||||
- [ ] Operators enabled
|
||||
- [ ] Alerts enabled
|
||||
|
||||
---
|
||||
|
||||
# 11. Smoke Testing
|
||||
|
||||
## SQL Validation
|
||||
|
||||
- [ ] Databases ONLINE
|
||||
- [ ] SQL Agent running
|
||||
- [ ] Logins functional
|
||||
- [ ] Backup path accessible
|
||||
- [ ] Database Mail functional
|
||||
|
||||
### Validation Query
|
||||
|
||||
```sql
|
||||
SELECT
|
||||
name,
|
||||
state_desc
|
||||
FROM sys.databases;
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Application Validation
|
||||
|
||||
- [ ] Login works
|
||||
- [ ] Read operations work
|
||||
- [ ] Write operations work
|
||||
- [ ] Reports work
|
||||
|
||||
---
|
||||
|
||||
## ETL Validation
|
||||
|
||||
- [ ] ETL jobs complete successfully
|
||||
- [ ] SSIS packages execute successfully
|
||||
- [ ] Data import/export successful
|
||||
|
||||
---
|
||||
|
||||
# 12. Performance Validation
|
||||
|
||||
Compare against source server baseline.
|
||||
|
||||
## Metrics
|
||||
|
||||
- [ ] CPU
|
||||
- [ ] Memory
|
||||
- [ ] Disk Latency
|
||||
- [ ] Blocking
|
||||
- [ ] Wait Statistics
|
||||
- [ ] TempDB Usage
|
||||
- [ ] Backup Throughput
|
||||
|
||||
### Wait Stats
|
||||
|
||||
```sql
|
||||
SELECT TOP (20)
|
||||
wait_type,
|
||||
wait_time_ms
|
||||
FROM sys.dm_os_wait_stats
|
||||
ORDER BY wait_time_ms DESC;
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# 13. Rollback Plan
|
||||
|
||||
## Rollback Criteria
|
||||
|
||||
Rollback if:
|
||||
|
||||
- [ ] Application unavailable
|
||||
- [ ] Data inconsistency
|
||||
- [ ] Critical login failures
|
||||
- [ ] ETL failures
|
||||
- [ ] Severe performance degradation
|
||||
|
||||
---
|
||||
|
||||
## Rollback Steps
|
||||
|
||||
### Stop Target Environment
|
||||
|
||||
- [ ] Disable target jobs
|
||||
- [ ] Stop application services
|
||||
|
||||
### Redirect Applications
|
||||
|
||||
- [ ] Revert connection strings
|
||||
- [ ] Revert DNS aliases
|
||||
|
||||
### Enable Source
|
||||
|
||||
- [ ] Enable source jobs
|
||||
- [ ] Start source applications
|
||||
|
||||
### Validate
|
||||
|
||||
- [ ] Login successful
|
||||
- [ ] Read successful
|
||||
- [ ] Write successful
|
||||
|
||||
---
|
||||
|
||||
# 14. 24-Hour Validation
|
||||
|
||||
- [ ] Review SQL Error Logs
|
||||
- [ ] Review Windows Event Logs
|
||||
- [ ] Validate Backup Success
|
||||
- [ ] Validate Job Success
|
||||
- [ ] Validate Monitoring Alerts
|
||||
- [ ] Validate ETL Execution
|
||||
|
||||
---
|
||||
|
||||
# 15. 30-Day Stabilization
|
||||
|
||||
## Daily Review
|
||||
|
||||
- [ ] Backup Status
|
||||
- [ ] Failed Jobs
|
||||
- [ ] Database Growth
|
||||
- [ ] Disk Consumption
|
||||
- [ ] Blocking Events
|
||||
- [ ] Long Running Queries
|
||||
|
||||
---
|
||||
|
||||
## Post-Stabilization Tasks
|
||||
|
||||
- [ ] Raise compatibility level (if planned)
|
||||
- [ ] Enable Query Store tuning (if planned)
|
||||
- [ ] Remove old server references
|
||||
- [ ] Update CMDB
|
||||
- [ ] Update documentation
|
||||
- [ ] Schedule source server decommission
|
||||
|
||||
---
|
||||
|
||||
# DBA Killer Checklist
|
||||
|
||||
Most frequently forgotten migration items:
|
||||
|
||||
- [ ] SQL Agent Schedules
|
||||
- [ ] SQL Agent Proxies
|
||||
- [ ] Linked Server Passwords
|
||||
- [ ] ODBC DSNs
|
||||
- [ ] Scheduled Tasks
|
||||
- [ ] Database Mail
|
||||
- [ ] TDE Certificates
|
||||
- [ ] Backup Jobs
|
||||
- [ ] Maintenance Plans
|
||||
- [ ] SSIS Packages
|
||||
- [ ] CLR Assemblies
|
||||
- [ ] Service Broker
|
||||
- [ ] Monitoring Agents
|
||||
- [ ] Antivirus Exclusions
|
||||
- [ ] Shared Folders
|
||||
- [ ] Connection Strings
|
||||
- [ ] TempDB Configuration
|
||||
- [ ] Trace Flags
|
||||
- [ ] Startup Parameters
|
||||
- [ ] Local Service Accounts
|
||||
|
||||
---
|
||||
|
||||
# Migration Success Criteria
|
||||
|
||||
Migration is successful when:
|
||||
|
||||
- [ ] All databases are ONLINE
|
||||
- [ ] Applications connected successfully
|
||||
- [ ] ETL processes completed successfully
|
||||
- [ ] SQL Agent jobs functioning
|
||||
- [ ] Backups functioning
|
||||
- [ ] Monitoring functioning
|
||||
- [ ] Performance acceptable
|
||||
- [ ] Business owner sign-off received
|
||||
Reference in New Issue
Block a user