Paweł Domański
720 lines
8.8 KiB
Markdown
720 lines
8.8 KiB
Markdown
# SQL Server Failover Cluster Instance (FCI) Migration Runbook
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## SQL Server 2016/2019 → SQL Server 2022 FCI
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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:** BISSESQLCLU10_green
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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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---
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# 1. Discovery Phase
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## 1.1 Existing Windows Cluster
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### Cluster Inventory
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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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### Cluster Validation
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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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- [ ] Validation report collected
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- [ ] No unresolved cluster issues
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- [ ] Failover history reviewed
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---
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# 2. SQL Server Inventory
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## SQL 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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- [ ] 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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---
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# 3. Database Inventory
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For each database:
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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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---
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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
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- [ ] Endpoints
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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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## 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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# 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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### Quorum
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- [ ] Configured
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---
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## Storage Validation
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- [ ] 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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## Install Features
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```powershell
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Install-WindowsFeature Failover-Clustering -IncludeManagementTools
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```
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- [ ] Installed on Node1
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- [ ] Installed on Node2
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---
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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
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- [ ] Storage validation passed
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- [ ] System validation passed
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---
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## Create Cluster
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```powershell
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New-Cluster
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```
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- [ ] Cluster created
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- [ ] Cluster name online
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- [ ] Cluster IP online
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- [ ] Witness configured
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---
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# 8. Install SQL Server 2022 FCI
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## Node 1
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### Installation
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```text
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New SQL Server Failover Cluster Installation
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```
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- [ ] SQL Engine installed
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- [ ] SQL Agent installed
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- [ ] FullText installed
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- [ ] Instance name configured
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- [ ] Virtual SQL Name configured
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- [ ] SQL IP configured
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---
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## Node 2
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### Add Node
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```text
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Add Node to Existing SQL Server Failover Cluster
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```
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- [ ] Node added successfully
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- [ ] SQL Services online
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---
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## Patch SQL
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- [ ] Latest approved CU installed
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- [ ] Identical build on both nodes
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---
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# 9. Cluster Validation
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## SQL Resource
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```powershell
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Get-ClusterGroup
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```
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- [ ] SQL Group Online
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### Failover Test
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Node1 → Node2
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```powershell
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Move-ClusterGroup
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```
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- [ ] Successful
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Node2 → Node1
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- [ ] Successful
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### SQL Validation
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```sql
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SELECT
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SERVERPROPERTY('ComputerNamePhysicalNetBIOS');
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```
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- [ ] Correct owner node reported
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---
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# 10. Migrate Instance Objects
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## Logins
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- [ ] SQL Logins
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- [ ] SID preserved
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- [ ] Roles preserved
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- [ ] Permissions preserved
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---
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## Linked Servers
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- [ ] Linked Servers migrated
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- [ ] Passwords restored
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- [ ] Connectivity tested
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---
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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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**Do not enable jobs yet.**
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---
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## Database Mail
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- [ ] Accounts migrated
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- [ ] Profiles migrated
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- [ ] Test mail successful
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---
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# 11. Restore Testing
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## Backup
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```sql
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BACKUP DATABASE
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```
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- [ ] Completed
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---
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## Verify
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```sql
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RESTORE VERIFYONLY
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```
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- [ ] Successful
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---
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## Restore
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```sql
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RESTORE DATABASE
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```
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- [ ] Successful
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---
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## CHECKDB
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```sql
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DBCC CHECKDB
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```
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- [ ] Successful
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---
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# 12. Cutover Readiness
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## Frozen Changes
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- [ ] No schema changes
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- [ ] No new jobs
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- [ ] No new logins
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- [ ] No application releases
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---
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## Stakeholders
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- [ ] Business Owner ready
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- [ ] Application Owner ready
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- [ ] DBA ready
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- [ ] Windows Team ready
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---
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## Rollback Prepared
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- [ ] Rollback approved
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- [ ] Source cluster untouched
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- [ ] Backups validated
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---
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# 13. Production Cutover
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## Start Change
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- [ ] Open bridge call
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- [ ] Notify stakeholders
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---
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## Source System
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### Disable Jobs
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- [ ] Disable SQL Agent jobs
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### Stop Applications
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- [ ] Stop application services
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### Stop ETL
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- [ ] Stop ETL jobs
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---
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## Final Backup
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### Full
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```sql
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BACKUP DATABASE
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```
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### Log
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```sql
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BACKUP LOG
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```
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### Verify
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```sql
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RESTORE VERIFYONLY
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```
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---
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# 14. Restore Production Databases
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### Full Backup
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```sql
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RESTORE DATABASE
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WITH NORECOVERY
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```
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### Log Backups
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```sql
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RESTORE LOG
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WITH NORECOVERY
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```
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### Recovery
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```sql
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RESTORE DATABASE
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WITH RECOVERY
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```
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---
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# 15. Post-Restore Configuration
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## Security
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- [ ] Logins verified
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- [ ] Credentials verified
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- [ ] Certificates installed
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---
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## Agent
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- [ ] Jobs enabled
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- [ ] Operators enabled
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- [ ] Alerts enabled
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---
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## Integrations
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- [ ] Linked Servers tested
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- [ ] Database Mail tested
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- [ ] SSIS tested
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---
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# 16. Application Cutover
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## Connection Strings
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- [ ] Updated
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OR
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## DNS Alias
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- [ ] Updated
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OR
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## SQL Alias
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- [ ] Updated
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---
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## Validation
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- [ ] Login works
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- [ ] Read operations work
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- [ ] Write operations work
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---
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# 17. Smoke Testing
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## Database Checks
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```sql
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SELECT
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name,
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state_desc
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FROM sys.databases
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```
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- [ ] All databases ONLINE
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---
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## SQL Agent
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- [ ] Agent running
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---
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## Backups
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- [ ] Backup path reachable
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---
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## Database Mail
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- [ ] Test email successful
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---
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# 18. Failover Validation
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## Manual Failover
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Node1 → Node2
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```powershell
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Move-ClusterGroup
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```
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- [ ] Successful
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### Validate
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- [ ] Applications reconnect
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- [ ] SQL accessible
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- [ ] Jobs operational
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---
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## Manual Failback
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Node2 → Node1
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- [ ] Successful
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### Validate
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- [ ] Applications reconnect
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- [ ] SQL accessible
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- [ ] Jobs operational
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---
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# 19. Rollback
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## Rollback Criteria
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- [ ] Critical application failure
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- [ ] Data inconsistency
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- [ ] Login failures
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- [ ] Cluster instability
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- [ ] Critical ETL failure
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- [ ] Unacceptable performance
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---
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## Rollback Actions
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### Stop Target
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- [ ] Stop Applications
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- [ ] Disable Jobs
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### Revert Connections
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- [ ] Restore source connection strings
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- [ ] Restore source DNS
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### Reactivate Source
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- [ ] Enable source jobs
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- [ ] Enable source applications
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### Validation
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- [ ] Login works
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- [ ] Read works
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- [ ] Write works
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---
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# 20. Post Migration Validation
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## First 24 Hours
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- [ ] SQL Error Logs
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- [ ] Windows Event Logs
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- [ ] Cluster Logs
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- [ ] Backup Jobs
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- [ ] Application Logs
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- [ ] Monitoring Alerts
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---
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## First 7 Days
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- [ ] Database Growth
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- [ ] CPU Usage
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- [ ] Memory Usage
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- [ ] Wait Statistics
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- [ ] Blocking Events
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- [ ] Backup Success
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---
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## Decommission Source Cluster
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Only after sign-off.
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- [ ] Business Approval
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- [ ] Application Approval
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- [ ] DBA Approval
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- [ ] Backup Validation
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- [ ] Monitoring Validation
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### Final Tasks
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- [ ] Update CMDB
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- [ ] Update Documentation
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- [ ] Archive Backup
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- [ ] Disable Source SQL
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- [ ] Remove Source Cluster
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---
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# FCI DBA Killer Checklist
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Najczęściej zapominane elementy:
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- [ ] SQL Agent Schedules
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- [ ] SQL Agent Proxies
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- [ ] Linked Server Passwords
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- [ ] TDE Certificates
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- [ ] Service Accounts
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- [ ] SPN Registration
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- [ ] Kerberos Delegation
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- [ ] ODBC DSN
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- [ ] Shared Folders
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- [ ] Scheduled Tasks
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- [ ] SSIS Packages
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- [ ] Database Mail
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- [ ] Antivirus Exclusions
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- [ ] Backup Jobs
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- [ ] Monitoring Configuration
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- [ ] TempDB Layout
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- [ ] Trace Flags
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- [ ] DNS Aliases
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- [ ] Cluster Quorum
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- [ ] Failover Testing
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---
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# Migration Success Criteria
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- [ ] Databases ONLINE
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- [ ] Applications functional
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- [ ] SQL Agent functional
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- [ ] Backups functional
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- [ ] Monitoring functional
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- [ ] Failover tested
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- [ ] Failback tested
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- [ ] Performance acceptable
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- [ ] Business sign-off received |