Upgrading and Migrating an IQ database from older ... - Sybase

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ASE 15 Upgrade Checklist for Upgrading from ASE 12.x Sybase ASE 15 _________________________________________________________________________________________________ o o o Evaluate data/batch needs for all the interfaces: • Downtime required for migration/upgrade and post upgrade checks/tests. • Changes to system functions/commands affecting the upstream / downstream applications. • Pay close attention to data-type conversion and format issues. Evaluate specific ASE features in use for special needs: • CIS, JAVA, XML, Replication, Parallelism, DTM/ASTC/rpc etc. • Review default settings and document any extra/special steps required to ensure that the functionality and data are not impacted. Evaluate Rollback strategies: • Include dump and load times required to restore the system to pre-upgrade state. • Set clear “GO-no-GO” decision timeframes. Evaluate ASE’s new features. Include time to create a tactical plan. Include time to create a test plan. Include time to build a test environment. STEP 1.18: CREATE A TACTICAL PLAN 1.18.1: PURPOSE The Tactical Plan outlines the specific steps you must take in order to perform the actual upgrade. 1.18.2: CONSIDERATIONS Consider the following when developing your tactical plan: Include any inter-step dependencies and recovery plans in case something goes wrong. Specify your rollback strategies: o Include dump and load times required to restore the system to pre-upgrade state. o Set clear “GO-no-GO” decision timeframes. Include dump and load times required to restore the system to the pre-upgrade state. Set clear “GO-no-GO” decision timeframes. ___________________________________________________________________________________________________________ ASE 15 Upgrade Checklist for ASE 12.X v3.0 Page 51 of 97 Last Update: May, 2012
ASE 15 Upgrade Checklist for Upgrading from ASE 12.x Sybase ASE 15 _________________________________________________________________________________________________ STEP 1.19: CREATE A TEST PLAN 1.19.1: GOALS While the Tactical plan covers the steps to follow on upgrade day, the test plan must cover the functional and performance testing of your application environment. It should also define success or failure criteria for each critical module. Continued testing should follow until all criteria are met. Knowing how and what to test will avoid serious unexpected problems in production. This testing phase is critical to the success of your upgrade, since ASE 15’s new features will affect your current settings and query performance. As part of a “best practices” approach, you need to build a robust test environment in order to run, verify, and tune your server configuration, your query performance, your query results and your upgrade procedures. Further, this test environment should simulate your production environment and application workload as close as possible in order to achieve the best results. See Step 2.1 below for more details. 1.19.2: CONSIDERATIONS Evaluate the type of testing strategy you want to use, and then select an appropriate method for testing your application. Several different strategies are documented in “Chapter 6 Ensuring Stability and Performance --- Summary of testing techniques”, at the following link: http://infocenter.sybase.com/help/index.jsp?topic=/com.sybase.dc34982_1500/html/mig_gde/X21853.htm Identify the functional areas of your application that are critical to your business and to the success of the upgrade. These could include the following: o o Periodic batches (nightly, weekly, monthly, etc). Functional modules including, but not limited to: • Online functionality • Upstream/downstream interfaces, data feeds, etc. Determine the success criteria for each module to determine acceptable variances in performance or resource utilization after the upgrade/migration. Develop “Single User” functionality tests for all (or at least the most critical) modules. The plan must include at least one end-to-end test of all the critical modules identified. Develop application “Stress Tests” that simulate peak workloads wherever possible. Develop a plan to test the new configurations and features described in the Pre-Upgrade Planning section of this document. Identify the optimal settings for your applications when using these features. Develop a plan to build a test environment that simulates your production. This will ensure the validity of your testing and the usefulness of any tuning or configuration changes you make as a result of your testing. Plan for a second test cycle using any later ESDs released by Sybase subsequently to the start of your testing. These may include fixes for issues encountered during testing saving valuable time later. ___________________________________________________________________________________________________________ ASE 15 Upgrade Checklist for ASE 12.X v3.0 Page 52 of 97 Last Update: May, 2012
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