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Home > SQL Server 2000 to 2005 upgrade checklist |
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SQL Server 2000 to 2005 upgrade checklist |
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| 16 May 2006 | Greg Robidoux, Contributor |
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[IMAGE] The key to any successful project is having a successful plan. In most cases, business-critical applications and databases will migrate to SQL Server 2005, so put together a solid approach to get from point A to point B.
The second part of this two-part checklist below -- planning your upgrade to SQL Server 2005 -- will provide you with key considerations for making the move from SQL Server 2000. The first part offers educational tools and advice.
[IMAGE]
Checklist: Planning your upgrade to SQL Server 2005
[IMAGE]Select features
[IMAGE]As with anything new, y...
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ou must familiarize yourself with features and options available so you can properly decide what to use now, what to think about later and what you
[IMAGE]will probably never use. There are some handy features in the Enterprise Edition not available in the other editions. These new features may present a great benefit and help
[IMAGE]influence your decision about which components to use in your environment.
[IMAGE]
[IMAGE]The following is a short list of enhancements and new features in SQL Server 2005. You should investigate each area and classify the feature as a now, future or never item.
[IMAGE]
[IMAGE]Development and business intelligence features
T-SQL enhancements
[IMAGE]XML enhancements
SSIS enhancements (formerly DTS)
[IMAGE]SQL Server Management Objects (SMO)
Common Language Runtime (CLR)
[IMAGE]Service Broker
Multiple Active Result Sets (MARS)
[IMAGE]Common Table Expressions (CTEs)
Data partitioning (Enterprise Edition only)
[IMAGE]Try Catch functionality
Reporting Services enhancements
[IMAGE]Notification Services
[IMAGE]
[IMAGE]Management features
Backup enhancements
[IMAGE]Online-maintenance operations
Management-GUI enhancements
[IMAGE]Security enhancements
Increased memory usage (Standard Edition only)
[IMAGE]Full Text enhancements
Better e-mail handling
[IMAGE]Full 64-bit support
Database mirroring
[IMAGE]Data encryption
Database Tuning Advisor
[IMAGE]Database snapshots (Enterprise Edition only)
Dedicated administrator connection
[IMAGE]
[IMAGE]Select versions
[IMAGE]Based on which features you find most beneficial in the list, you will be able to decide which version of SQL Server to adopt. With SQL Server 2005, there are more choices than before
[IMAGE]so get familiar with each version's features and select a version based on your needs. Here are the choices:
[IMAGE]Enterprise
Standard
[IMAGE]Workgroup
Express
[IMAGE]Developer
Mobile
[IMAGE]
[IMAGE]Select licensing model
[IMAGE]In the past, many organizations went with the per-seat licensing model for SQL Server, based on client-server application use. Now companies are shifting toward more
[IMAGE]Web-based applications. Determine if time warrants switching your licensing model to see if there are any cost savings.
[IMAGE]
[IMAGE]Consolidate
[IMAGE]Is now the time to consolidate your servers? Take a look at the new e-book by Hilary Cotter, which goes into the benefits and the how-tos of consolidating your servers. As server power
[IMAGE]increases, there may be some cost savings in building consolidation into your plan.
[IMAGE]
[IMAGE]Choose 32-bit or 64-bit
[IMAGE]SQL Server 2005 offers all the functionality of both 32-bit and 64-bit versions. If the time is right to upgrade your hardware along with SQL Server, Consider migrating to the
[IMAGE]64-bit platform. Such a move is inevitable; people have just been waiting to see what everyone else will do. I think the time is right to take this step as well.
[IMAGE]
[IMAGE]Monitor
[IMAGE]Consider monitoring your SQL Server environment and introducing methodologies that will pull new SQL Server 2005 servers into the mix. This may include making sure servers are
[IMAGE]running, monitoring failed jobs, checking disk and database space, watching blocking and deadlocking and so on. Most third-party monitoring tools now have components available
[IMAGE]for SQL Server 2005. If you have a homegrown approach, you must look at what needs to change.
[IMAGE]
[IMAGE]Find a candidate database or application
[IMAGE]Before you begin to roll out SQL Server 2005 to all of your servers, pick a database or application that is regularly used but not mission critical. This way you get your feet wet with
[IMAGE]an actual migration, but it won't ruin your business if a major problem occurs. Also, find a business group to support your efforts and be patient with difficulties you may encounter.
[IMAGE]difficulties you may encounter along the way.
[IMAGE]
[IMAGE]Create checklists
[IMAGE]As you go through the mock upgrade process, develop checklists and a process that you can repeat over and over again. The initial planning and investigation stages will probably
[IMAGE]be unique, but when it comes time to do the move, many of the steps will be standard. Save yourself some aggravation and write down what works and change what doesn't work.
[IMAGE]
[IMAGE]Develop a rollback plan
[IMAGE]Have a contingency plan in place in case your upgrade doesn't go as anticipated. You will probably be migrating to a different server, so the simple approach is to just point your
[IMAGE]user base back to the old server. If the problem is more complex, you must have a plan and a process in place prior to moving your databases.
[IMAGE]
[IMAGE]Develop a project plan
[IMAGE]Although the upgrade seems trivial to some people -- because it could be as simple as detaching and reattaching your database to the new server -- you should still have a project
[IMAGE]plan in place along with your checklists, particularly if you have more than one server to upgrade.
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Summary
As you can see, there are many things to do before moving your first database. Take time to educate yourself and the people who will be affected by the upgrade. Make the correct decisions up front and you will have a much smoother migration in the end.
For the first part, go to:
Checklist: Learning about SQL Server 2005
About the author: Greg Robidoux is the president and founder of Edgewood Solutions LLC, a technology services company delivering professional services and product solutions for Microsoft SQL Server. He has authored numerous articles and has delivered presentations at regional SQL Server users' groups and national SQL Server events. Robidoux, who also serves as the SearchSQLServer.com Backup and Recovery expert, welcomes your questions.
More information from SearchSQLServer.com
Learning Guide: SQL Server 2005 Learning Guide
Step-by-Step Guide: Choosing your SQL Server 2005 migration tactic
Topic: SQL Server 2005 tips and resources

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