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SFT - Customer Best Practices October 16th, 2009 Jerry Blevins Summary of the Topic - The Plan (Spring 2008) Summary There is a need and opportunity for Teradata customers to have a Testing Best Practices Document Goal Publish article in the TD Magazine Provide a BP White Paper accessible to all customers Winter / Spring 2009 TUG presentations Approach Charter a joint team of SFT Members / TD Interface / PM - 2 > TD interface who accesses engineering and TCS experts SFT Best Practices Project Plan Project Plan 1. Create draft of White Paper 2. Use White Paper as basis for Abstract & Presentation 3. All SFT members to send best practice examples to Team Leads for as many sections as possible 4. Sub-teams are responsible for their respective sections: White Paper Presentation 5. Integration Team Responsible for integrating the sub-team submissions from the White Paper and Presentation. Designates to be interviewed for magazine article. 6. Review progress during SFT monthly meetings 3 > The Deliverables: By Customers for Customers Customer Best Practices for Teradata Upgrades Major Software Upgrades 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 4 > Table of Contents Introduction The Upgrade Process Major Database Software Upgrades, Defined Upgrade Process Overview Diagram Project Management Upgrade Planning Research the new version Identify your dependent applications Pre-upgrade Benchmarking Regression Testing User Communication Change Control Upgrade Client Software Upgrade Teradata Tools and Utilities Upgrade BAR Software Teradata Pre-Upgrade Preparations Teradata Upgrade Post-Upgrade Steps Project Closeout Closing Customer Best Practices for Teradata Major Software Upgrades Presentation Agenda • Who We Are • Document Introduction and Highlights > Upgrade Process Overview > Project Management and Upgrade Planning > Communication and Change Control > Upgrade Client and BAR Software > Pre-upgrade Steps > The Upgrade Window > Post Upgrade Steps • Closing 2 > 5 > The Deliverables: Teradata Magazine Article Ask the Experts Take It From Us 9 tips for a smooth upgrade By the Teradata Service Focus Team Whether they're called "minor" or "major," all database software upgrades must be completed hitch-free and be smoothly integrated with client software and third-party applications. Members of the Teradata Service Focus Team work with Teradata to address your support-related issues. As members of the Service Focus Team (SFT), a committee that's part of the PARTNERS User Group, we work closely with Teradata on issues related to support services and other areas that fall beyond the scope of product enhancements. From our collective experience we've developed a list of nine tips that we hope you will find helpful in your next upgrade endeavor. 6 > The Deliverables: By Customers for Customers again Customer Best Practices for Teradata Upgrades Major Hardware Upgrades 7 > Table of Contents 1. Introduction 2. The Upgrade Process for Teradata Hardware Upgrade Process Overview Diagram 3. Project Management 4. Upgrade Planning Plan for capacity Research environmental requirements Review network requirements Pre-upgrade Benchmarking 5. User Communication 6. Change Control 7. Environment Changes Data Center: MVS Environment: Node OS Environment: Network Environment: 8. BAR Implications 9. Pre-Upgrade Preparations with Teradata 10. Teradata Upgrade 11. Post-Upgrade Steps 12. Project Closeout 13. Closing Customer Best Practices for Teradata Hardware Upgrades Presentation Customer Best Practices for Teradata Hardware Upgrades Agenda: • Who We Are • Document Introduction and Highlights > Upgrade Process Overview > Project Management and Upgrade Planning > Communication and Change Control > Upgrade Client and BAR Software > Pre-upgrade Steps > The Upgrade Window > Post Upgrade Steps • Closing 8 > Upcoming TUG Meetings: Presentations Owners? • • • • • • • Sept 30 - Turkey – Istanbul – Oct 27 - Australia - Canberra – Oct 28 - Australia - Melbourne – Oct 29 - Australia - Sydney – Nov 5 - UK & Ireland - London – Nov 11 - Germany - Frankfurt Nov 12 - Scandinavia - Stockholm - • • • • • Nov Nov Nov Nov Nov 13 17 17 18 19 – – – – – Finland & the Baltics - Helsinki Egypt – Cairo Netherlands – Amsterdam France - Paris Spain – Madrid - • • • • Nov Nov Nov Nov 25 26 26 27 – – – – Austria – Vienna Italy – Rome Japan – Tokyo UK & Ireland – Dublin - • US/Canada will have 10 meetings from March 1 - May 31 > 6 more in August/early September 9 > Teradata Magazine Article • Submitted a proposal to the magazine team to do a second in a series of articles from the SFT. Ask the Experts Take It From Us Tips for a smooth hardware upgrade By the Teradata Service Focus Team 10 > Going Forward Approach? 1. What topic is next on the priority list for best practices? • Software – done • Hardware – done • Testing and Benchmarking before/after upgrades (ties SW & HW together) – Next? • Teradata Operations Guide? • BAR - FUTURE • Security - FUTURE • T@YS Education – FUTURE 2. How should we structure the current and next document? • Make next topic a new, separate document? • Consolidate the Software & Hardware documents into a single upgrades document? • Should we review and update existing documents on an annual basis? 3. Do we continue to develop PPT decks for presentation at TUG’s? 11 > • Update existing Software Upgrades deck to include Hardware? • Create a separate Hardware Upgrades deck? Possible Whitepaper - Teradata Operations Guide Possible Contents Ongoing Maintenance • • • • • • • Perform Teradata Space Monitoring, Assignment and Maintenance Perform Teradata Database Integrity Validation Perform Teradata Resource Usage Set-up, Support and Reporting Monitor Technical Alerts Perform Initial Problem Isolation / Identification / Documentation Perform Initial Problem Research via Support Link Provide Incident / Problem Management Operating System Administration • • • • • Perform Space Monitoring and Assignment (Disks and Other Devices) Perform Resource Usage Set-up, Support and Reporting (Memory, CPU and Storage) Provide User Access and Set-up Start-up, Shut-down and Reboot Teradata Server Operating System Data Backup and Recovery • • • • • • Develop Backup/Recovery Strategy and Procedures Perform Periodic Backups of Operating System Nodes Restore Operating System on Teradata Server Nodes Perform Periodic Backups of Database and Applications Restore Teradata Database Perform Disaster Recovery Procedures Administration System Performance • • • • • • • • • 12 > Perform Capacity Planning Perform Availability Tracking, Measurement and Reporting Develop Performance Monitoring System Procedures Establish / Maintain Proper Job / User Priorities Perform Operating System Tuning Perform Teradata System Level Tuning Perform General Application Tuning (Data Block Size, Defrag) Provide Ongoing System Performance Monitoring and Reporting Monitor Network Usage / Performance Possible Whitepaper - Teradata Operations Guide Functionality / Applications • • • • • • Perform Query Management Perform ApplicationDesign / Development / Testing Monitor Application Space Investigate Application Problems / Performance Issues Perform Application Tuning Provide Multivendor Management Operations • • • • • • • • Perform Real-time Fault Error Monitoring / Trending Perform System Health Checks Develop / Maintain Operations Run Book Monitor Production Job Flow Monitor System Utilization Effect Job Recovery When Needed Manage Host / LAN Connectivity Perform Network Administration (Support, Reporting and Monitoring) Database Administration / Security • • • • • 13 > Provide User Access and Set-up (Accounts) Maintain Account Passwords and Resource Limits Perform Security Log Reviews / Reporting Establish / Maintain Access Rights to Database Objects Start-up, Shutdown and Restart Teradata Database System