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DBAdmin/projects/DBETO-4397/Migration_BISSEORSQLCLU01_orange.md
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Paweł Domański fbea050791 Aug 10, 2026, 3:54 PM
2026-08-10 13:54:04 +00:00

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SQL Server Failover Cluster Instance (FCI) Migration Runbook

SQL Server 2016/2019 → SQL Server 2022 FCI

Document Version: 1.0
Migration Type: Side-by-Side Cluster Migration
Source Cluster: BISSEORSQLCLU01_orange Target Cluster: _________________
Migration Date: _________________
DBA Lead: _________________
Windows Lead: _________________
Business Owner: _________________

1. Discovery Phase

1.1 Existing Windows Cluster

Cluster Inventory

  • Cluster Name
  • Cluster Nodes
  • Cluster Networks
  • Cluster Quorum Type
  • Witness Configuration
  • Cluster Functional Level
  • Patching Level

Cluster Validation

Get-Cluster
Get-ClusterNode
Get-ClusterNetwork
Get-ClusterQuorum
  • Validation report collected
  • No unresolved cluster issues
  • Failover history reviewed

2. SQL Server Inventory

SQL Instance

SELECT @@VERSION;
  • SQL Version
  • SQL Edition
  • SQL CU/SP Level
  • Instance Name
  • Cluster Name
  • Collation
  • Authentication Mode
  • Max Server Memory
  • MaxDOP
  • Cost Threshold
  • TempDB Configuration
  • Startup Parameters
  • Trace Flags

3. Database Inventory

For each database:

  • Name
  • Data Size
  • Log Size
  • Recovery Model
  • Compatibility Level
  • Owner
  • TDE Enabled
  • CDC Enabled
  • Replication
  • Service Broker
  • FullText
  • CLR
  • FILESTREAM
  • Query Store

4. Instance Objects Inventory

Security

  • SQL Logins
  • Windows Logins
  • Server Roles
  • Server Permissions
  • Credentials
  • Certificates
  • Endpoints

SQL Agent

  • Jobs
  • Schedules
  • Operators
  • Alerts
  • Proxies

Integrations

  • Linked Servers
  • Linked Server Login Mappings
  • Database Mail
  • SSIS Packages
  • Maintenance Plans
  • PowerShell Scripts
  • Scheduled Tasks
  • ODBC DSN

5. New Cluster Build

Windows Server

Node 1

  • Installed
  • Patched
  • Added to domain

Node 2

  • Installed
  • Patched
  • Added to domain

Common Configuration

  • Same patch level
  • Same time zone
  • Antivirus exclusions
  • Firewall rules
  • Monitoring agent installed

6. Storage Preparation

Shared Storage

Data

  • Presented to all nodes

Logs

  • Presented to all nodes

TempDB

  • Presented to all nodes

Backups

  • Presented to all nodes

Quorum

  • Configured

Storage Validation

  • MPIO configured
  • Latency tested
  • Throughput tested
  • NTFS 64K Allocation Unit

7. Build Windows Cluster

Install Features

Install-WindowsFeature Failover-Clustering -IncludeManagementTools
  • Installed on Node1
  • Installed on Node2

Cluster Validation

Test-Cluster
  • Network validation passed
  • Storage validation passed
  • System validation passed

Create Cluster

New-Cluster
  • Cluster created
  • Cluster name online
  • Cluster IP online
  • Witness configured

8. Install SQL Server 2022 FCI

Node 1

Installation

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

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

Get-ClusterGroup
  • SQL Group Online

Failover Test

Node1 → Node2

Move-ClusterGroup
  • Successful

Node2 → Node1

  • Successful

SQL Validation

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

BACKUP DATABASE
  • Completed

Verify

RESTORE VERIFYONLY
  • Successful

Restore

RESTORE DATABASE
  • Successful

CHECKDB

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

BACKUP DATABASE

Log

BACKUP LOG

Verify

RESTORE VERIFYONLY

14. Restore Production Databases

Full Backup

RESTORE DATABASE
WITH NORECOVERY

Log Backups

RESTORE LOG
WITH NORECOVERY

Recovery

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

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

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
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