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Oracle Database 11g: Get There With Less Effort, Less Risk, Less Infrastructure, and More Reliability Alan Levine Oracle Enterprise Architect, Oracle Consulting The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Session Agenda • • • • • • Introduction Dissecting the Upgrade Lifecycle Pre Upgrade Phase Upgrade Phase Post Upgrade Phase Summary <Insert Picture Here> How Do Customers Get to Oracle Database 11g? • New Oracle Database deployment • Existing Oracle Database version upgrade such as 10.2.0.4 to 11.1.0.7 (same platform) • Platform Migration – UNIX to Linux – Hardware refresh (same operating system) • Combined version upgrade and platform migration • Migration to Oracle Database 11g from a non-Oracle database Common Goals for Database Upgrades, Migrations, and New Deployments Reduced Effort Lower Risk Less Infrastructure Greater Reliability Session Agenda • • • • • • • Introduction Dissecting the Upgrade Lifecycle Pre Upgrade Phase Upgrade Phase Post Upgrade Phase Infrastructure Optimization Summary <Insert Picture Here> Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing 11g Testing Upgrade Dry Run Production Migration Post Upgrade Break - Fix Normal Operations Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing •Business Requirements •Technical Requirements •Prepare Alternatives •Prepare Test Plans 11g Testing Upgrade Dry Run Production Migration Post Upgrade Break - Fix Normal Operations Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing 11g Testing •Develop Upgrade Approach •Validate Upgrade Approach •Perfect Upgrade Approach •Rollback Testing Upgrade Dry Run Production Migration Post Upgrade Break - Fix Normal Operations Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing 11g Testing •Functional Testing •Performance Testing •Integration Testing •Acceptance Testing Upgrade Dry Run Production Migration Post Upgrade Break - Fix Normal Operations Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing Upgrade 11g Testing Dry Run •Refresh Environments •Re-Run Upgrade Production Migration Post Upgrade Break - Fix Normal Operations Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing 11g Testing Upgrade Dry Run Production Migration •Upgrade •(Rollback) Post Upgrade Break - Fix Normal Operations Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing 11g Testing Upgrade Dry Run Production Migration Post Upgrade Break - Fix •Monitor •Troubleshoot •(Rollback) Normal Operations Database Upgrade Lifecycle Pre Upgrade Upgrade Planning Upgrade Testing 11g Testing Upgrade Dry Run Production Migration Post Upgrade Break - Fix Normal Operations •Monitor •Troubleshoot Session Agenda • • • • • • • Introduction Dissecting the Upgrade Lifecycle Pre Upgrade Phase Upgrade Phase Post Upgrade Phase Infrastructure Optimization Summary <Insert Picture Here> Pre Upgrade Phase Upgrade Planning Strategies • Business Requirements – Understand SLA’s – Determine available migration windows – Identify high risk business functions • Technical Requirements – Availability of swing servers and storage – Certification of components for target platform – Availability of test environments, tools, and scripts Pre Upgrade Phase Upgrade Planning Strategies (cont.) • Prepare Alternatives Lower Risk – Develop strategies that meet business needs balanced by availability of supporting infrastructure •Understand requirements – Include rollback planning •Avoid complexity – Validate key technical assumptions – Select go-forward approach • Prepare 11g Test Plans – Develop in advance to avoid oversights Reduced Effort Greater Reliability •Testing as part of the process, not an afterthought •Robust rollback strategy Selecting a Rollback Strategy • Restore from backups • Clone production, upgrade clone, use original production database for rollback • Clone production, upgrade production, use clone for rollback • Export/import to populate a new Oracle 11g database – Original source database can be used for rollback – Replication can be used to extend the rollback window beyond the production 11g cutover • Data Guard – Upgrade primary, leave standby untouched until go-live; or, – Deploy 2nd standby for rollback purposes, upgrade both primary and standby to avoid compromise of RTO / RPO during upgrade Pre Upgrade Phase Upgrade Testing Strategies • Develop Upgrade Approach (Upgrade Trial 1) – Perform full upgrade with documentation of all steps including timing • Validate Upgrade Approach (Upgrade Trial 2) – Execute upgrade per the documented plan and update timing of all steps – Any deviations from the documented plan require an additional iteration – Significant time deviations between Trial 1 and Trial 2 require further investigation Pre Upgrade Phase Upgrade Testing Strategies (cont.) • Perfect Upgrade Approach (Upgrade Trials 3..n) – Execute upgrade per the documented plan – Validate timing of all steps – No deviations from the plan • Rollback Testing – Test the rollback strategy at multiple points in time during the upgrade process Lower Risk •Test your rollback strategy Greater Reliability •Perform multiple iterations until the process is repeatable Pre Upgrade Phase Oracle Database 11g Testing Strategies • Functional Testing – Leverage automated tools for a repeatable process – Insure complete coverage of all critical business functions and adequate coverage of lower priority modules • Performance Testing – Test production sized workloads – Try and find the breaking points – Test real-world combinations of competing workloads – Deploy Oracle Real Application Testing (RAT) • Test with true production workloads using Database Capture and Database Replay • Leverage SQL Performance Analyzer (SPA) performance regression testing Oracle Real Application Testing Database Replay SQL Performance Analyzer • Replay actual production database workload in test environment • Identify, analyze and fix potential instabilities before making changes to production • Enables identification of SQL performance regressions before end-users can be impacted • SPA can help with any change that impacts SQL execution plan • Capture Workload in Production – Capture full production workload with real load, timing & concurrency characteristics – Move the captured workload to test system • Replay Workload in Test – Make the desired changes in test system – Replay workload with full production characteristics – Honor commit ordering • Analyze & Report – Errors – Data divergence – Performance divergence – – – DB upgrades Optimizer statistics refresh New indexes, Materialized Views, Partitions, etc. • Automates SQL performance tracking of hundreds of thousands of SQL statements – impossible to do manually • Captures SQL workload with low overhead • Integrated with SQL Tuning Advisor and SQL Plan Baselines for regression remediation Pre Upgrade Phase Oracle Database 11g Testing Strategies (cont.) Lower Risk • Integration Testing – – – – Validate all upstream and downstream feeds Batch jobs and utility scripts Backup and recovery procedures Data Guard Switchover and Failover •Let testing results drive the go-live date, not vice-versa Reduced Effort •Leverage DB Replay and SPA to automate testing efforts • User Acceptance Testing – Deploy the Grid Control Service Level Management Pack to run synthetic transactions and provide an objective view of user workloads – Deploy Oracle Real User Experience Insight (RUEI) for non-intrusive views into actual user performance Less Infrastructure •RAT can reduce database testing infrastructure needs without compromising testing coverage Greater Reliability •Robust “real world” testing scenarios for a more reliable post-upgrade experience Pre Upgrade Mistakes to Avoid • “We will achieve our go-live date no matter what!” • “We upgraded four similar databases so we only needed to performance test one of them.” • “We ran out of time for performance testing but we should have enough hardware capacity to mitigate the risk in production.” • “We don’t have time for code remediation. We’ll add BIND VARIABLES later, after we are on 11g.” • “We did all our development and testing on 10g but it should be OK to go-live on 11g.” Session Agenda • • • • • • • Introduction Dissecting the Upgrade Lifecycle Pre Upgrade Phase Upgrade Phase Post Upgrade Phase Infrastructure Optimization Summary <Insert Picture Here> Upgrade Phase Dry Run Strategies • Refresh Test Environments from Production – Provides a clean environment for validation of timing – Helps identify undocumented application changes • Re-Run Upgrade – Should be able to replay the upgrade script exactly as documented – Timing of upgrade steps should match documented times – Don’t skip this step, it’s the last opportunity to catch an issue Lower Risk •Perform a final dry-run immediately prior to go-live Greater Reliability •You are more likely to have a successful production upgrade if you can complete the dry-run without incident Upgrade Phase Production Upgrade Strategies • Upgrade Lower Risk – Don’t deviate from your documented procedures •Stick to the plan – Perform an appropriate application “smoke test” Reduced Effort •It takes less effort to fix a problem prior to go-live vs. post go-live – Allow time for user validation • (Rollback) Greater Reliability – Don’t be afraid to rollback if needed •Wishful thinking will not resolve a problem once you are in production, get the kinks out before then When in doubt, you should back it out! Upgrade Phase Mistakes to Avoid • “We don’t need a dry-run. If we have an issue during the production upgrade we will rollback.” • “We had a data integrity issue during the migration but decided we would just fix it after go-live.” Session Agenda • • • • • • • Introduction Dissecting the Upgrade Lifecycle Pre Upgrade Phase Upgrade Phase Post Upgrade Phase Infrastructure Optimization Summary <Insert Picture Here> Post Upgrade Phase Break Fix • Monitor – More focused monitoring needs to be in place for a full [week/month/quarter] – Measure both the user experience as well as resource utilization with tools such as Oracle Grid Control and Oracle RUEI – Establish new monitoring baselines for key performance metrics and resource utilization • Troubleshoot – Use a major upgrade as an opportunity to modernize use of tools • (Rollback) – Post go-live rollback strategies are usually complex and expensive to achieve Lower Risk •Better testing up front reduces the need to consider a post upgrade rollback strategy Reduced Effort •Leverage tools proactively and take advantage of automated monitoring and notification Greater Reliability •Keep critical resources available for rapid resolution of issues Post Go-Live Rollback Options • Maintain two environments in parallel for as long as mandated – Feed data to two environments simultaneously – Increases both hardware and software footprint – Data divergence due to application changes reduces effectiveness over time • Replicate changes from 11g production back to the pre-11g database environment – Requires additional pre-upgrade testing to validate the data replication process – Increases both hardware and software footprint • Downgrade the database to the pre 11g version – Requires additional testing cycles – Executing a rollback can be time consuming and exceed SLA’s for database availability Post Upgrade Phase Normal Operations • Monitor – Continue to leverage tools such as Oracle Grid Control, the Service Level Management Pack, and Oracle RUEI – Fine tune notification thresholds for deviations from key performance baselines • Troubleshoot – Add Oracle Grid Control tools to standard operating procedures for troubleshooting • (Rollback) – No longer an option Less Risk •Objective monitoring tools take the guesswork out of troubleshooting efforts Less Effort •Automation can help proactively identify issues before users declare a problem exists Greater Reliability •Maintain your testing environment for future upgrade and patch testing Mitigating Subjective Performance Feedback Use Objective Means to Measure the User Experience • Proactively monitoring the user experience helps to eliminate subjective performance measurements and avoids unnecessary troubleshooting efforts • Oracle Grid Control Service Level Management Pack – Define, deploy, monitor, and report on transaction performance from multiple locations within your organization • Oracle Real User Experience Insight (RUEI) – Monitor and analyze real user activity without needing to create synthetic transactions Remote Local Typical day with impact Monitoring shows a ‘network event’ of remote site bandwidth limitation Impacting the remote site Post Upgrade Phase Mistakes to Avoid • “We are too busy to sit around all day and watch the Oracle Grid Control GUI console.” • “The upgrade went so smoothly that we decided to double our production workload the next week.” Session Agenda • • • • • • • Introduction Dissecting the Upgrade Lifecycle Pre Upgrade Phase Upgrade Phase Post Upgrade Phase Infrastructure Optimization Summary <Insert Picture Here> Server Optimization Strategies • Goals – Increase server utilization – Reduce server footprint • Strategies – Use virtualization with OracleVM to increase server utilization – Share DR with non-production instances – Leverage Grid Architecture to consolidate databases on fewer servers Storage Optimization Strategies • Goals – Reduce amount of un-utilized storage – Reduce overall storage footprint – Reduce storage costs • Strategies – Consolidate database storage with Oracle 11g Automatic Storage Management (ASM) – Deploy Oracle Advanced Compression Option to reduce database storage footprint – Leverage an Information Lifecycle Management (ILM) strategy to reduce costs Disaster Recovery Optimization Strategies • Goals – Obtain better return on investment from DR hardware investments • Strategies – Co-locate Data Guard standby databases with development and test instances • Consider OracleVM if isolation of production environments is important – Leverage Snapshot Standby database • Avoids frequent production to test clones • Reduces storage footprint – Use Active Data Guard • Put DR server capacity to use offloading Read Only query activity from production Infrastructure Optimization and Enterprise Architecture • Incorporate Infrastructure Optimization as part of your Enterprise Architecture (EA) program to better align business needs with IT challenges • Oracle Enterprise Architecture Framework (OEAF) and Oracle Architecture Development Process (OADP) support a practical and iterative approach to EA that delivers “just enough architecture” based on customer’s needs Summary • Develop upgrade strategies that meet your business requirements • Perform planning and testing proportional to the business impact of an outage • Leverage tools appropriately both pre and post upgrade to reduce effort, risk, and cost • Prepare and test your rollback strategy • Incorporate regular patching and upgrades into your standard operating procedures to reduce risks of running on unsupported releases • Use the potential benefits of Oracle 11g R2 and Infrastructure Optimization strategies to make the business case to upgrade For More Info On Oracle Consulting • At Oracle OpenWorld: – Oracle Consulting Center – Moscone South Room 101 • Sign up for 1:1 consultations about Oracle solutions – Attend Breakout sessions – Search by tag ‘Consulting’ – On DemoGrounds – Moscone West 134/ 135 • On Internet: Oracle.com/consulting • Email: [email protected] Featured 2009 OpenWorld Sessions Plan Transform S311839 Optimize Measure S311909 www.oracle.com/consulting © 2008 Oracle Corporation – Proprietary and Confidential