Aug 10, 2026, 3:29 PM
This commit is contained in:
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Paweł, dla DBA najbardziej ryzykowna jest migracja SQL Server Failover Cluster Instance (FCI), bo oprócz samych baz musisz przenieść również warstwę Windows Cluster, storage, konta serwisowe, zależności aplikacyjne i procedury HA/DR. W waszych ostatnich projektach migracyjnych przewijały się m.in. kwestie konfiguracji dysków, backupów natywnych SQL, kont serwisowych, AG oraz szczegółowego planu testów i rollbacku. citeturn3search17turn3search16turn3search19
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# SQL Server Failover Cluster Instance (FCI) Migration Runbook
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## SQL Server 2016/2019 → SQL Server 2022 FCI
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Poniżej checklista, którą sam stosowałbym przy migracji produkcyjnej instancji cluster SQL.
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**Document Version:** 1.0
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**Migration Type:** Side-by-Side Cluster Migration
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**Source Cluster:** _________________
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**Target Cluster:** _________________
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**Migration Date:** _________________
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**DBA Lead:** _________________
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**Windows Lead:** _________________
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**Business Owner:** _________________
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SQL Server Cluster Migration Checklist
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Faza 0 - Discovery / Assessment
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Inwentaryzacja SQL
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Wersja SQL Server
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CU/SP Level
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Edition
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Collation
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Max Server Memory
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TempDB Configuration
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Trace Flags
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Startup Parameters
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SQL Configuration (sp_configure)
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Service Accounts
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Instant File Initialization
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Inwentaryzacja baz
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Lista baz
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Rozmiary baz
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Growth Settings
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Recovery Model
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Compatibility Level
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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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CLR
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FullText
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Inwentaryzacja 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 Audits
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---
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Migracja loginów jest jednym z najczęściej pomijanych elementów.
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# 1. Discovery Phase
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SQL Agent
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SQL Agent 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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## 1.1 Existing Windows Cluster
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Joby SQL Agent są często ważniejsze od samych baz danych.
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### Cluster Inventory
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Integracje
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Linked Servers
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Linked Login Mappings
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SSIS Packages
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Database Mail
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ODBC DSNs
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Shared Folders
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Powershell scripts
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Batch files
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Faza 1 - Przygotowanie nowego klastra
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Windows Cluster
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Węzły
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Ten sam patch level Windows
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Ta sama strefa czasowa
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Ta sama konfiguracja regionalna
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Antivirus exclusions
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Walidacja
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Cluster Validation Report
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Storage Validation
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Network Validation
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Storage
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Dyski
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Data
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Log
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TempDB
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Backup
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Quorum
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- [ ] Cluster Name
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- [ ] Cluster Nodes
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- [ ] Cluster Networks
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- [ ] Cluster Quorum Type
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- [ ] Witness Configuration
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- [ ] Cluster Functional Level
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- [ ] Patching Level
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Podczas waszych migracji pojawiał się temat osobnych dysków danych, logów, backupów i swap.
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### Cluster Validation
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Performance
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IOPS Validation
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Latency Validation
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Throughput Validation
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SQL Installation
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Instalacja
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Install FCI Node1
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Add Node2
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Install same CU
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Enable TCP/IP
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Konfiguracja
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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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Faza 2 - Test Migration
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Backup Test
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Full Backup
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Restore Test
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DBCC CHECKDB
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```powershell
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Get-Cluster
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Get-ClusterNode
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Get-ClusterNetwork
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Get-ClusterQuorum
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```
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W waszych planach migracyjnych DBCC CHECKDB i test restore są obowiązkowe przed produkcją.
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- [ ] Validation report collected
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- [ ] No unresolved cluster issues
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- [ ] Failover history reviewed
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Aplikacje
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Test Login
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Test Reads
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Test Writes
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ETL Tests
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Reporting Tests
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Failover Tests
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Manual Failover
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Automatic Failover
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Node Reboot Test
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Cluster Service Restart
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Faza 3 - Change Preparation
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Dokumentacja
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Implementation Plan
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Test Plan
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Rollback Plan
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Cutover Readiness
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Potwierdzenie
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CAB Approved
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Business Approved
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Application Teams Ready
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Monitoring Team Ready
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Backup Team Ready
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Faza 4 - Cutover
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Start Change
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Powiadomienie interesariuszy
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Change bridge uruchomiony
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Monitoring aktywny
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Zamrożenie aktywności
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Jobs
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Disable Source Jobs
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Aplikacje
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Stop Writes
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Disconnect Users
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---
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Takie kroki występują w realnych planach migracji w D&B.
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# 2. SQL Server Inventory
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Backup Finalny
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Full Backup
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Tail Log Backup
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VERIFYONLY
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Restore
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Restore Full
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Restore Diff
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Restore Logs
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Recover
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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 Jobs
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Import Operators
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Import Alerts
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Integracje
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Shared Folders
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ETL
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SSIS
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Faza 5 - Validation
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SQL
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Database ONLINE
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CHECKDB
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Error Log Clean
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Agent Running
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Application
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Login Success
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Core Transactions
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Reports
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Interfaces
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Performance
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CPU
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Memory
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Wait Stats
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Blocking
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Latency
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Faza 6 - Rollback Criteria
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## SQL Instance
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Rollback musi być zdefiniowany przed migracją.
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```sql
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SELECT @@VERSION;
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```
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Uruchamiamy rollback gdy:
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- [ ] SQL Version
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- [ ] SQL Edition
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- [ ] SQL CU/SP Level
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- [ ] Instance Name
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- [ ] Cluster Name
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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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- [ ] TempDB Configuration
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- [ ] Startup Parameters
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- [ ] Trace Flags
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Aplikacja nie działa
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Utrata danych
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Krytyczne błędy logowania
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Niedziałające integracje
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Niedziałający failover
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---
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W waszych projektach rollback polegał na:
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# 3. Database Inventory
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przełączeniu aplikacji z powrotem na stary serwer,
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wyłączeniu nowych jobów,
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ponownym uruchomieniu jobów źródłowych,
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walidacji działania aplikacji.
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Najczęściej zapominane elementy
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For each database:
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To jest moja "DBA killer checklist":
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- [ ] Name
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- [ ] Data Size
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- [ ] Log Size
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- [ ] Recovery Model
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- [ ] Compatibility Level
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- [ ] Owner
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- [ ] TDE Enabled
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- [ ] CDC Enabled
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- [ ] Replication
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- [ ] Service Broker
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- [ ] FullText
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- [ ] CLR
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- [ ] FILESTREAM
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- [ ] Query Store
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SQL Logins (SID mismatch)
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Linked Servers
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Linked Server Passwords
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Credentials
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SQL Agent Proxies
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Service Accounts
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SPN
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Kerberos Delegation
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SSIS Packages
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Database Mail
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SQL Audit
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TDE Certificates
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Backup Jobs
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Monitoring Agents (Splunk)
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Antivirus Exclusions
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ODBC DSN
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||||
Windows Scheduled Tasks
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DFS Shares
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DNS Alias
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Connection Strings
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AG Listener
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Maintenance Plans
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CLR Assemblies
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CDC
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Replication
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TempDB configuration
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---
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Jeżeli migrujesz konkretnie FCI SQL 2016/2019/2022 → nowy FCI SQL 2022, mogę przygotować jeszcze bardziej szczegółowy runbook produkcyjny w formacie Markdown/Org-mode z dokładnym harmonogramem T-30, T-7, T-1, T0, T+1 oraz gotowymi skryptami SQL i PowerShell do każdego kroku.
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# 4. 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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- [ ] Server Permissions
|
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- [ ] Credentials
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||||
- [ ] Certificates
|
||||
- [ ] Endpoints
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||||
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||||
---
|
||||
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## SQL 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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||||
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||||
---
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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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||||
- [ ] SSIS Packages
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- [ ] Maintenance Plans
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||||
- [ ] PowerShell Scripts
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- [ ] Scheduled Tasks
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- [ ] ODBC DSN
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||||
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||||
---
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# 5. New Cluster Build
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## Windows Server
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### Node 1
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- [ ] Installed
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- [ ] Patched
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- [ ] Added to domain
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### Node 2
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- [ ] Installed
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- [ ] Patched
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- [ ] Added to domain
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### Common Configuration
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- [ ] Same patch level
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- [ ] Same time zone
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- [ ] Antivirus exclusions
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- [ ] Firewall rules
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- [ ] Monitoring agent installed
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||||
---
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# 6. Storage Preparation
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## Shared Storage
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### Data
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- [ ] Presented to all nodes
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### Logs
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- [ ] Presented to all nodes
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### TempDB
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- [ ] Presented to all nodes
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### Backups
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- [ ] Presented to all nodes
|
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|
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### Quorum
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|
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- [ ] Configured
|
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|
||||
---
|
||||
|
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## Storage Validation
|
||||
|
||||
- [ ] MPIO configured
|
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- [ ] Latency tested
|
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- [ ] Throughput tested
|
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- [ ] NTFS 64K Allocation Unit
|
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|
||||
---
|
||||
|
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# 7. Build Windows Cluster
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|
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## Install Features
|
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|
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```powershell
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Install-WindowsFeature Failover-Clustering -IncludeManagementTools
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```
|
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|
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- [ ] Installed on Node1
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- [ ] Installed on Node2
|
||||
|
||||
---
|
||||
|
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## Cluster Validation
|
||||
|
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```powershell
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Test-Cluster
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```
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|
||||
- [ ] Network validation passed
|
||||
- [ ] Storage validation passed
|
||||
- [ ] System validation passed
|
||||
|
||||
---
|
||||
|
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## Create Cluster
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|
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```powershell
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New-Cluster
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```
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||||
|
||||
- [ ] Cluster created
|
||||
- [ ] Cluster name online
|
||||
- [ ] Cluster IP online
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- [ ] Witness configured
|
||||
|
||||
---
|
||||
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# 8. Install SQL Server 2022 FCI
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||||
|
||||
## Node 1
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||||
|
||||
### Installation
|
||||
|
||||
```text
|
||||
New SQL Server Failover Cluster Installation
|
||||
```
|
||||
|
||||
- [ ] SQL Engine installed
|
||||
- [ ] SQL Agent installed
|
||||
- [ ] FullText installed
|
||||
- [ ] Instance name configured
|
||||
- [ ] Virtual SQL Name configured
|
||||
- [ ] SQL IP configured
|
||||
|
||||
---
|
||||
|
||||
## Node 2
|
||||
|
||||
### Add Node
|
||||
|
||||
```text
|
||||
Add Node to Existing SQL Server Failover Cluster
|
||||
```
|
||||
|
||||
- [ ] Node added successfully
|
||||
- [ ] SQL Services online
|
||||
|
||||
---
|
||||
|
||||
## Patch SQL
|
||||
|
||||
- [ ] Latest approved CU installed
|
||||
- [ ] Identical build on both nodes
|
||||
|
||||
---
|
||||
|
||||
# 9. Cluster Validation
|
||||
|
||||
## SQL Resource
|
||||
|
||||
```powershell
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||||
Get-ClusterGroup
|
||||
```
|
||||
|
||||
- [ ] SQL Group Online
|
||||
|
||||
### Failover Test
|
||||
|
||||
Node1 → Node2
|
||||
|
||||
```powershell
|
||||
Move-ClusterGroup
|
||||
```
|
||||
|
||||
- [ ] Successful
|
||||
|
||||
Node2 → Node1
|
||||
|
||||
- [ ] Successful
|
||||
|
||||
### SQL Validation
|
||||
|
||||
```sql
|
||||
SELECT
|
||||
SERVERPROPERTY('ComputerNamePhysicalNetBIOS');
|
||||
```
|
||||
|
||||
- [ ] Correct owner node reported
|
||||
|
||||
---
|
||||
|
||||
# 10. Migrate Instance Objects
|
||||
|
||||
## Logins
|
||||
|
||||
- [ ] SQL Logins
|
||||
- [ ] SID preserved
|
||||
- [ ] Roles preserved
|
||||
- [ ] Permissions preserved
|
||||
|
||||
---
|
||||
|
||||
## Linked Servers
|
||||
|
||||
- [ ] Linked Servers migrated
|
||||
- [ ] Passwords restored
|
||||
- [ ] Connectivity tested
|
||||
|
||||
---
|
||||
|
||||
## SQL Agent
|
||||
|
||||
- [ ] Jobs imported
|
||||
- [ ] Schedules imported
|
||||
- [ ] Operators imported
|
||||
- [ ] Alerts imported
|
||||
- [ ] Proxies imported
|
||||
|
||||
**Do not enable jobs yet.**
|
||||
|
||||
---
|
||||
|
||||
## Database Mail
|
||||
|
||||
- [ ] Accounts migrated
|
||||
- [ ] Profiles migrated
|
||||
- [ ] Test mail successful
|
||||
|
||||
---
|
||||
|
||||
# 11. Restore Testing
|
||||
|
||||
## Backup
|
||||
|
||||
```sql
|
||||
BACKUP DATABASE
|
||||
```
|
||||
|
||||
- [ ] Completed
|
||||
|
||||
---
|
||||
|
||||
## Verify
|
||||
|
||||
```sql
|
||||
RESTORE VERIFYONLY
|
||||
```
|
||||
|
||||
- [ ] Successful
|
||||
|
||||
---
|
||||
|
||||
## Restore
|
||||
|
||||
```sql
|
||||
RESTORE DATABASE
|
||||
```
|
||||
|
||||
- [ ] Successful
|
||||
|
||||
---
|
||||
|
||||
## CHECKDB
|
||||
|
||||
```sql
|
||||
DBCC CHECKDB
|
||||
```
|
||||
|
||||
- [ ] Successful
|
||||
|
||||
---
|
||||
|
||||
# 12. Cutover Readiness
|
||||
|
||||
## Frozen Changes
|
||||
|
||||
- [ ] No schema changes
|
||||
- [ ] No new jobs
|
||||
- [ ] No new logins
|
||||
- [ ] No application releases
|
||||
|
||||
---
|
||||
|
||||
## Stakeholders
|
||||
|
||||
- [ ] Business Owner ready
|
||||
- [ ] Application Owner ready
|
||||
- [ ] DBA ready
|
||||
- [ ] Windows Team ready
|
||||
|
||||
---
|
||||
|
||||
## Rollback Prepared
|
||||
|
||||
- [ ] Rollback approved
|
||||
- [ ] Source cluster untouched
|
||||
- [ ] Backups validated
|
||||
|
||||
---
|
||||
|
||||
# 13. Production Cutover
|
||||
|
||||
## Start Change
|
||||
|
||||
- [ ] Open bridge call
|
||||
- [ ] Notify stakeholders
|
||||
|
||||
---
|
||||
|
||||
## Source System
|
||||
|
||||
### Disable Jobs
|
||||
|
||||
- [ ] Disable SQL Agent jobs
|
||||
|
||||
### Stop Applications
|
||||
|
||||
- [ ] Stop application services
|
||||
|
||||
### Stop ETL
|
||||
|
||||
- [ ] Stop ETL jobs
|
||||
|
||||
---
|
||||
|
||||
## Final Backup
|
||||
|
||||
### Full
|
||||
|
||||
```sql
|
||||
BACKUP DATABASE
|
||||
```
|
||||
|
||||
### Log
|
||||
|
||||
```sql
|
||||
BACKUP LOG
|
||||
```
|
||||
|
||||
### Verify
|
||||
|
||||
```sql
|
||||
RESTORE VERIFYONLY
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# 14. Restore Production Databases
|
||||
|
||||
### Full Backup
|
||||
|
||||
```sql
|
||||
RESTORE DATABASE
|
||||
WITH NORECOVERY
|
||||
```
|
||||
|
||||
### Log Backups
|
||||
|
||||
```sql
|
||||
RESTORE LOG
|
||||
WITH NORECOVERY
|
||||
```
|
||||
|
||||
### Recovery
|
||||
|
||||
```sql
|
||||
RESTORE DATABASE
|
||||
WITH RECOVERY
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# 15. Post-Restore Configuration
|
||||
|
||||
## Security
|
||||
|
||||
- [ ] Logins verified
|
||||
- [ ] Credentials verified
|
||||
- [ ] Certificates installed
|
||||
|
||||
---
|
||||
|
||||
## Agent
|
||||
|
||||
- [ ] Jobs enabled
|
||||
- [ ] Operators enabled
|
||||
- [ ] Alerts enabled
|
||||
|
||||
---
|
||||
|
||||
## Integrations
|
||||
|
||||
- [ ] Linked Servers tested
|
||||
- [ ] Database Mail tested
|
||||
- [ ] SSIS tested
|
||||
|
||||
---
|
||||
|
||||
# 16. Application Cutover
|
||||
|
||||
## Connection Strings
|
||||
|
||||
- [ ] Updated
|
||||
|
||||
OR
|
||||
|
||||
## DNS Alias
|
||||
|
||||
- [ ] Updated
|
||||
|
||||
OR
|
||||
|
||||
## SQL Alias
|
||||
|
||||
- [ ] Updated
|
||||
|
||||
---
|
||||
|
||||
## Validation
|
||||
|
||||
- [ ] Login works
|
||||
- [ ] Read operations work
|
||||
- [ ] Write operations work
|
||||
|
||||
---
|
||||
|
||||
# 17. Smoke Testing
|
||||
|
||||
## Database Checks
|
||||
|
||||
```sql
|
||||
SELECT
|
||||
name,
|
||||
state_desc
|
||||
FROM sys.databases
|
||||
```
|
||||
|
||||
- [ ] All databases ONLINE
|
||||
|
||||
---
|
||||
|
||||
## SQL Agent
|
||||
|
||||
- [ ] Agent running
|
||||
|
||||
---
|
||||
|
||||
## Backups
|
||||
|
||||
- [ ] Backup path reachable
|
||||
|
||||
---
|
||||
|
||||
## Database Mail
|
||||
|
||||
- [ ] Test email successful
|
||||
|
||||
---
|
||||
|
||||
# 18. Failover Validation
|
||||
|
||||
## Manual Failover
|
||||
|
||||
Node1 → Node2
|
||||
|
||||
```powershell
|
||||
Move-ClusterGroup
|
||||
```
|
||||
|
||||
- [ ] Successful
|
||||
|
||||
### Validate
|
||||
|
||||
- [ ] Applications reconnect
|
||||
- [ ] SQL accessible
|
||||
- [ ] Jobs operational
|
||||
|
||||
---
|
||||
|
||||
## Manual Failback
|
||||
|
||||
Node2 → Node1
|
||||
|
||||
- [ ] Successful
|
||||
|
||||
### Validate
|
||||
|
||||
- [ ] Applications reconnect
|
||||
- [ ] SQL accessible
|
||||
- [ ] Jobs operational
|
||||
|
||||
---
|
||||
|
||||
# 19. Rollback
|
||||
|
||||
## Rollback Criteria
|
||||
|
||||
- [ ] Critical application failure
|
||||
- [ ] Data inconsistency
|
||||
- [ ] Login failures
|
||||
- [ ] Cluster instability
|
||||
- [ ] Critical ETL failure
|
||||
- [ ] Unacceptable performance
|
||||
|
||||
---
|
||||
|
||||
## Rollback Actions
|
||||
|
||||
### Stop Target
|
||||
|
||||
- [ ] Stop Applications
|
||||
- [ ] Disable Jobs
|
||||
|
||||
### Revert Connections
|
||||
|
||||
- [ ] Restore source connection strings
|
||||
- [ ] Restore source DNS
|
||||
|
||||
### Reactivate Source
|
||||
|
||||
- [ ] Enable source jobs
|
||||
- [ ] Enable source applications
|
||||
|
||||
### Validation
|
||||
|
||||
- [ ] Login works
|
||||
- [ ] Read works
|
||||
- [ ] Write works
|
||||
|
||||
---
|
||||
|
||||
# 20. Post Migration Validation
|
||||
|
||||
## First 24 Hours
|
||||
|
||||
- [ ] SQL Error Logs
|
||||
- [ ] Windows Event Logs
|
||||
- [ ] Cluster Logs
|
||||
- [ ] Backup Jobs
|
||||
- [ ] Application Logs
|
||||
- [ ] Monitoring Alerts
|
||||
|
||||
---
|
||||
|
||||
## First 7 Days
|
||||
|
||||
- [ ] Database Growth
|
||||
- [ ] CPU Usage
|
||||
- [ ] Memory Usage
|
||||
- [ ] Wait Statistics
|
||||
- [ ] Blocking Events
|
||||
- [ ] Backup Success
|
||||
|
||||
---
|
||||
|
||||
## Decommission Source Cluster
|
||||
|
||||
Only after sign-off.
|
||||
|
||||
- [ ] Business Approval
|
||||
- [ ] Application Approval
|
||||
- [ ] DBA Approval
|
||||
- [ ] Backup Validation
|
||||
- [ ] Monitoring Validation
|
||||
|
||||
### Final Tasks
|
||||
|
||||
- [ ] Update CMDB
|
||||
- [ ] Update Documentation
|
||||
- [ ] Archive Backup
|
||||
- [ ] Disable Source SQL
|
||||
- [ ] Remove Source Cluster
|
||||
|
||||
---
|
||||
|
||||
# FCI DBA Killer Checklist
|
||||
|
||||
Najczęściej zapominane elementy:
|
||||
|
||||
- [ ] SQL Agent Schedules
|
||||
- [ ] SQL Agent Proxies
|
||||
- [ ] Linked Server Passwords
|
||||
- [ ] TDE Certificates
|
||||
- [ ] Service Accounts
|
||||
- [ ] SPN Registration
|
||||
- [ ] Kerberos Delegation
|
||||
- [ ] ODBC DSN
|
||||
- [ ] Shared Folders
|
||||
- [ ] Scheduled Tasks
|
||||
- [ ] SSIS Packages
|
||||
- [ ] Database Mail
|
||||
- [ ] Antivirus Exclusions
|
||||
- [ ] Backup Jobs
|
||||
- [ ] Monitoring Configuration
|
||||
- [ ] TempDB Layout
|
||||
- [ ] Trace Flags
|
||||
- [ ] DNS Aliases
|
||||
- [ ] Cluster Quorum
|
||||
- [ ] Failover Testing
|
||||
|
||||
---
|
||||
|
||||
# Migration Success Criteria
|
||||
|
||||
- [ ] Databases ONLINE
|
||||
- [ ] Applications functional
|
||||
- [ ] SQL Agent functional
|
||||
- [ ] Backups functional
|
||||
- [ ] Monitoring functional
|
||||
- [ ] Failover tested
|
||||
- [ ] Failback tested
|
||||
- [ ] Performance acceptable
|
||||
- [ ] Business sign-off received
|
||||
Reference in New Issue
Block a user