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© 2018, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Blair Layton
Business Development Manager, Database, Amazon Web Services
Managing a Database Migration Project
What to Expect from the Session
• Database Migration Context
• Database Migration Tools
• Introduction to the AWS Migration Framework
• Database Migration Effort
• Customer References
• Next Steps
© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Database Migration Context
© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Amazon
S3
EC2
Amazon
EFS
Amazon
EBS
Aurora Amazon
EMR
Amazon Glacier
Amazon
RDS
IoT
Amazon
Redshift
DATA
Migrating Data: Five Key Questions
1) What kind of data is it, and where is it going?
4) How much data & time do you have?
2) One-time or continuous movement?
3) One-way or bidirectional access?
5) How might your WAN be a factor?
Files Block Volumes Databases IoT Devices
Amazon RDS Engines
CommercialOpen sourceAurora
Amazon DynamoDB
F a s t a n d f l e x i b l e N o S Q L d a t a b a s e s e r v i c e f o r a n y s c a l e
Fast, consistent
performance
Highly scalable Fully managed Business critical
reliability
Consistent single-digit
millisecond latency; DAX in-
memory performance reduces
response times to microseconds
Automatic scaling to
hundreds of terabytes of
data that serve millions
of requests per second
Automatic provisioning,
infrastructure
management, scaling,
and configuration with
zero downtime
Data is replicated across
fault-tolerant Availability
Zones, with fine-grained
access control
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© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Migration Was Costly, Complex, & Slow
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© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Database Migration Tools
AWS Database Migration Service (AWS DMS)
DMS migrates databases to AWS easily and
securely with minimal downtime. It can migrate
your data to and from most widely used
commercial and open-source databases.
Amazon Aurora
S3 Bucket
DynamoDB
Customer
Premises
Application Users
AWS
Internet
VPN
Start a replication instance
Connect to source and target
databases
Select tables, schemas, or
databases
Let AWS DMS create tables,
load data, and keep them in
sync
Switch applications over to the
target at your convenience
Keep Your Apps Running During the Migration
AWS
Database Migration
Service
AWS Schema Conversion Tool (AWS SCT)
SCT helps automate many database schema and
code conversion tasks when migrating between
database engines or data warehouse engines
Amazon Aurora
SCT can tell you how hard the migration will be
1. Connect SCT to
Source and Target
databases.
2. Run Assessment
Report.
3. Read Executive
Summary.
4. Follow detailed
instructions.
© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
When to use DMS and SCT?
Tools for Migration Project Phases
Phase Service/Tool Notes
Assessment AWS Schema Conversion Tool
Reports on the database objects, complexity and types of
migration issues
Schema Migration AWS Schema Conversion Tool
Copies a schema or migrates a schema depending on
whether it is a homogeneous or heterogeneous
migrations
Data Migration
AWS Database Migration Service
AWS Schema Conversion Tool
Bulk load and change data capture (CDC) options
Extraction and load for large data warehouses, including
AWS Snowball integration
Application Migration AWS Schema Conversion Tool SQL statement migration in application code
Data Validation AWS Database Migration Service Ensure data is the same on source and target
Functional Testing Various Tools on Marketplace Ensure the application runs as intended
Performance Testing Various Tools on Marketplace Ensure the application performance as intended
Tools for Migration Scenarios
Scenario Example Recommendation
Homogeneous
migration to the same
database version and
edition
Migration of Oracle Database
11gR2 Enterprise Edition from
on-premise to EC2
Use the native replication technology to
create a standby database and then failover
to the standby database
Homogeneous
migration to a different
version
Migration of MySQL 5.5 to
MySQL 5.7
AWS Schema Conversion Tool and AWS
Database Migration Service
Homogeneous
migration to a different
edition
Migration of SQL Server
Enterprise Edition to Standard
Edition
AWS Schema Conversion Tool and AWS
Database Migration Service
Heterogeneous
migration
Migration from Oracle
Database to PostgreSQL
AWS Schema Conversion Tool and AWS
Database Migration Service
That’s the tools, but how to
manage migration projects?
© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Introducing the AWS Migration Framework
EXECUTE
AWS Migration Framework
• Project Control
⎼ Strategy (business driver)
⎼ Key Stakeholders and
Team
⎼ Plan (Scope, Schedule,
Resources)
⎼ Cost Estimation
• Portfolio discovery
• Migration plan
• Operations Integration
• Security
• Prioritized Backlog
⎼ Application groups
⎼ Migration strategy
⎼ Success criteria
• Ops Integration –
Foundation and Landing
Zone (target zone setup)
• Setup Factory (Tools,
Teams, Processes)
• Pilot Migration
Discover
Design
Build
Integrate
Validate
Cutover
Prioritized
Backlog
(PLAN)
• Application optimization
• Process optimization
• Operational optimization
• Cost optimization
READINESS AND
PLANNING
ACTIVATE
OPTIMIZE
AWS Migration Framework-
Readiness and Planning
AWS Migration Framework - Readiness &
Planning
• Project Control
⎼ Strategy (business
driver)
⎼ Key Stakeholders and
Team
⎼ Plan (Scope, Schedule,
Resources)
⎼ Cost Estimation
• Portfolio discovery
• Migration plan
• Operations Integration
• Security
READINESS AND
PLANNING
Project Control focuses on ensuring there is a migration
strategy in place that is supported by key stakeholders in
the organisation. Additionally, we look at defining the team
that will carry out the work, with associated timelines and
cost estimations.
Sample decision points:
• Who is the executive sponsor?
• Are there any compelling events that will affect the
migration strategy?
• Do we have the right resources? How are they organized?
• What are the timeframes we are working with?
• Do we have the necessary budget?
AWS Migration Framework - Readiness &
Planning
• Project Control
⎼ Strategy (business driver)
⎼ Key Stakeholders and
Team
⎼ Plan (Scope, Schedule,
Resources)
⎼ Cost Estimation
• Portfolio discovery
• Migration plan
• Operations Integration
• Security
READINESS AND
PLANNING
Quickly understand which applications are Cloud Eligible,
Cloud Friendly, or Cloud Native and then execute a dive
deep analysis on just that subset of applications.
Application Assessment
• Business driver and intended ROI?
• Migration sponsor (business owner, C-level)?
• ISV application? Does the ISV support the target?
• Maintenance window for the migration?
• Design documentation?
• Original developers/DBAs still available?
Database Assessment
• How many database objects (tables, triggers, SPs, users, etc.)?
• How much data?
• Complexity of the SPs and triggers?
• Proprietary DB features?
• Non-standard or custom data types?
• Character set conversions?
• Time zone or UTC?
• User authentication method?
• Licensing mechanism (cores, users, ULA etc.)
Application Technical Assessment
• Database Access:
• SQL statements throughout the code?
• Calls to a data abstraction layer?
• API calls?
• ANSI SQL used where possible?
• SQL complexity, e.g. analytics with many joins or simple CRUD?
• Number of lines of SQL code?
• Application access, e.g. LDAP, DB Users, etc.
The 6Rs of Migration Planning
Discover,	Assess	&	
Prioritize	Applications
Use	Migration	Tools
Transition Production
Redesign	Application/
Infrastructure	Architecture
App	Code	
Development
Purchase	COTS/
SaaS	&	licensing
Validation
Modify	underlying
Infrastructure
Full	ALM	/	SDLC
Manual	Config
Manual	Deploy
Manual	Install
Determine	
Migration	Path
Automate
Manual	Install	&	Setup
Integration
Determine
new	platform
AWS Migration Framework -
Activate
AWS Migration Framework - Activate
• Determine your application priorities and group
integrated applications together
• Outline the success criteria for each application
migration
• Create your AWS landing zone (accounts, VPC, subnets,
IAM roles, VPN/Direct Connect, etc.)
• Configure DMS, SCT and other migration tools
• Team creation
• POC/pilot
• Prioritized Backlog
⎼ Application groups
⎼ Migration strategy
⎼ Success criteria
• Ops Integration –
Foundation and Landing
Zone (target zone setup)
• Setup Factory (Tools,
Teams, Processes)
• Pilot Migration
ACTIVATE
Building a Migration Team
Application architect/developer: Application expert who can identify
what components are important, complex, redundant, etc.
Source DBA: Knows the database design, schema, features used and
what must be migrated to the target.
Target DBA: An expert in the target database to help map features
from the source DB with the Source DBA.
AWS Solution Architect: Determines the correct target architecture in
AWS and is familiar with DMS/SCT.
Application/Database Developers: Customer and/or partner
resources to migrate the stored procedures, triggers and application
code.
Hiring and Developing Talent
New skills are needed for the target DB and often AWS if
migrating from on-premises
Develop training plans for existing employees
Hire in required skills if necessary
Retrain, redeploy or make people redundant who’s skills
are no longer relevant
Pilot/POC
Choose a reasonably complex module/component to
migrate to validate your assumptions in the Activate phase
You should:
• Obtain more accurate migration assessments
• Determine what can be automated
• Learn how the migration tools behave (limitations, bugs,
improvements needed)
• Learn what skills are missing from your team
AWS Migration Framework -
Execute
AWS Migration Framework - Execute
• Always have a back up plan!
• Execute according to lessons from Pilot/POC
• Typically the same amount of time to migrate the
DB as to migrate the application (assuming DAL)
• Determine how you will cutover
• Parallel run: expensive and difficult
• Minimal downtime: DMS+CDC
• Large maintenance window: application and
data verification before go live
EXECUTE
Discover
Design
Build
Integrate
Validate
Cutover
AWS Migration Framework -
Optimize
AWS Migration Framework - Optimize
• DMS instance and task optimization
• Database tuning
• Database instance right sizing
• Application tuning
• Application instance right sizing
• Use EC2 and RDS stop/start to optimize costs
• Purchase reserved instances and use spot
instances
• Look for contention and evaluate caching, NoSQL,
federation and adoption of a microservices
strategy
• Perform HA/DR scenarios and optimize the use of
AWS managed services to help, e.g. RDS MAZ,
Auto-scaling
• Application optimization
• Process optimization
• Operational optimization
• Cost optimization
OPTIMIZE
© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Migration Effort
Database migration – multi phase process
Phase Description Automation Effort (%)
1 Assessment SCT 2
2 Database Schema Conversion SCT/DMS 14
3 Application Conversion/Remediation SCT 25
4 Scripts Conversion SCT 7
5 Integration with 3rd party applications 3
6 Data Migration DMS 4
7 Functional testing of the entire system 29
8 Performance tuning SCT 2
9 Integration and deployment 7
10 Training and knowledge 2
11 Documentation and version control 2
12 Post production support 3
Database Migration Process
Conversion
Data migration
Oracle to Aurora Migration Playbook
• Topic-by-topic overview of Oracle to Aurora
PostgreSQL migrations and “hands-on” best
practices
• How to migrate from proprietary features and
the different database objects
• Migration best practices
SCT DMS Playbook
Schema Data Best practices
https://aws.amazon.com/dms/getting-started/
© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Customer / Partner References
>50,000 Databases Migrated with DMS
Expedia migrated from SQL Server to AWS
Trimble migrated from Oracle to
Amazon RDS PostgreSQL
© 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved.
Next Steps
Next Steps
• Talk to your AWS account team and AWS Partner
• Ask us about funding for POCs and commercial DB
migrations (e.g. Oracle Database to Aurora)
• Read Documentation, White Papers, Playbooks
• Links:
• DMS & SCT: https://aws.amazon.com/dms/
• Getting Started Guides and Playbooks:
https://aws.amazon.com/dms/getting-started/
Thank you!

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AWS Summit Singapore - Managing a Database Migration Project | Best Practices

  • 1. © 2018, Amazon Web Services, Inc. or its Affiliates. All rights reserved. Blair Layton Business Development Manager, Database, Amazon Web Services Managing a Database Migration Project
  • 2. What to Expect from the Session • Database Migration Context • Database Migration Tools • Introduction to the AWS Migration Framework • Database Migration Effort • Customer References • Next Steps
  • 3. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Database Migration Context
  • 4. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Amazon S3 EC2 Amazon EFS Amazon EBS Aurora Amazon EMR Amazon Glacier Amazon RDS IoT Amazon Redshift DATA Migrating Data: Five Key Questions 1) What kind of data is it, and where is it going? 4) How much data & time do you have? 2) One-time or continuous movement? 3) One-way or bidirectional access? 5) How might your WAN be a factor? Files Block Volumes Databases IoT Devices
  • 6. Amazon DynamoDB F a s t a n d f l e x i b l e N o S Q L d a t a b a s e s e r v i c e f o r a n y s c a l e Fast, consistent performance Highly scalable Fully managed Business critical reliability Consistent single-digit millisecond latency; DAX in- memory performance reduces response times to microseconds Automatic scaling to hundreds of terabytes of data that serve millions of requests per second Automatic provisioning, infrastructure management, scaling, and configuration with zero downtime Data is replicated across fault-tolerant Availability Zones, with fine-grained access control The image part with relationshi p ID rId3 was not found in the file.
  • 7. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Migration Was Costly, Complex, & Slow 6< 1001001 0101001 1000100
  • 8. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Database Migration Tools
  • 9. AWS Database Migration Service (AWS DMS) DMS migrates databases to AWS easily and securely with minimal downtime. It can migrate your data to and from most widely used commercial and open-source databases. Amazon Aurora S3 Bucket DynamoDB
  • 10. Customer Premises Application Users AWS Internet VPN Start a replication instance Connect to source and target databases Select tables, schemas, or databases Let AWS DMS create tables, load data, and keep them in sync Switch applications over to the target at your convenience Keep Your Apps Running During the Migration AWS Database Migration Service
  • 11. AWS Schema Conversion Tool (AWS SCT) SCT helps automate many database schema and code conversion tasks when migrating between database engines or data warehouse engines Amazon Aurora
  • 12. SCT can tell you how hard the migration will be 1. Connect SCT to Source and Target databases. 2. Run Assessment Report. 3. Read Executive Summary. 4. Follow detailed instructions.
  • 13. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. When to use DMS and SCT?
  • 14. Tools for Migration Project Phases Phase Service/Tool Notes Assessment AWS Schema Conversion Tool Reports on the database objects, complexity and types of migration issues Schema Migration AWS Schema Conversion Tool Copies a schema or migrates a schema depending on whether it is a homogeneous or heterogeneous migrations Data Migration AWS Database Migration Service AWS Schema Conversion Tool Bulk load and change data capture (CDC) options Extraction and load for large data warehouses, including AWS Snowball integration Application Migration AWS Schema Conversion Tool SQL statement migration in application code Data Validation AWS Database Migration Service Ensure data is the same on source and target Functional Testing Various Tools on Marketplace Ensure the application runs as intended Performance Testing Various Tools on Marketplace Ensure the application performance as intended
  • 15. Tools for Migration Scenarios Scenario Example Recommendation Homogeneous migration to the same database version and edition Migration of Oracle Database 11gR2 Enterprise Edition from on-premise to EC2 Use the native replication technology to create a standby database and then failover to the standby database Homogeneous migration to a different version Migration of MySQL 5.5 to MySQL 5.7 AWS Schema Conversion Tool and AWS Database Migration Service Homogeneous migration to a different edition Migration of SQL Server Enterprise Edition to Standard Edition AWS Schema Conversion Tool and AWS Database Migration Service Heterogeneous migration Migration from Oracle Database to PostgreSQL AWS Schema Conversion Tool and AWS Database Migration Service
  • 16. That’s the tools, but how to manage migration projects?
  • 17. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Introducing the AWS Migration Framework
  • 18. EXECUTE AWS Migration Framework • Project Control ⎼ Strategy (business driver) ⎼ Key Stakeholders and Team ⎼ Plan (Scope, Schedule, Resources) ⎼ Cost Estimation • Portfolio discovery • Migration plan • Operations Integration • Security • Prioritized Backlog ⎼ Application groups ⎼ Migration strategy ⎼ Success criteria • Ops Integration – Foundation and Landing Zone (target zone setup) • Setup Factory (Tools, Teams, Processes) • Pilot Migration Discover Design Build Integrate Validate Cutover Prioritized Backlog (PLAN) • Application optimization • Process optimization • Operational optimization • Cost optimization READINESS AND PLANNING ACTIVATE OPTIMIZE
  • 20. AWS Migration Framework - Readiness & Planning • Project Control ⎼ Strategy (business driver) ⎼ Key Stakeholders and Team ⎼ Plan (Scope, Schedule, Resources) ⎼ Cost Estimation • Portfolio discovery • Migration plan • Operations Integration • Security READINESS AND PLANNING Project Control focuses on ensuring there is a migration strategy in place that is supported by key stakeholders in the organisation. Additionally, we look at defining the team that will carry out the work, with associated timelines and cost estimations. Sample decision points: • Who is the executive sponsor? • Are there any compelling events that will affect the migration strategy? • Do we have the right resources? How are they organized? • What are the timeframes we are working with? • Do we have the necessary budget?
  • 21. AWS Migration Framework - Readiness & Planning • Project Control ⎼ Strategy (business driver) ⎼ Key Stakeholders and Team ⎼ Plan (Scope, Schedule, Resources) ⎼ Cost Estimation • Portfolio discovery • Migration plan • Operations Integration • Security READINESS AND PLANNING Quickly understand which applications are Cloud Eligible, Cloud Friendly, or Cloud Native and then execute a dive deep analysis on just that subset of applications.
  • 22. Application Assessment • Business driver and intended ROI? • Migration sponsor (business owner, C-level)? • ISV application? Does the ISV support the target? • Maintenance window for the migration? • Design documentation? • Original developers/DBAs still available?
  • 23. Database Assessment • How many database objects (tables, triggers, SPs, users, etc.)? • How much data? • Complexity of the SPs and triggers? • Proprietary DB features? • Non-standard or custom data types? • Character set conversions? • Time zone or UTC? • User authentication method? • Licensing mechanism (cores, users, ULA etc.)
  • 24. Application Technical Assessment • Database Access: • SQL statements throughout the code? • Calls to a data abstraction layer? • API calls? • ANSI SQL used where possible? • SQL complexity, e.g. analytics with many joins or simple CRUD? • Number of lines of SQL code? • Application access, e.g. LDAP, DB Users, etc.
  • 25. The 6Rs of Migration Planning Discover, Assess & Prioritize Applications Use Migration Tools Transition Production Redesign Application/ Infrastructure Architecture App Code Development Purchase COTS/ SaaS & licensing Validation Modify underlying Infrastructure Full ALM / SDLC Manual Config Manual Deploy Manual Install Determine Migration Path Automate Manual Install & Setup Integration Determine new platform
  • 27. AWS Migration Framework - Activate • Determine your application priorities and group integrated applications together • Outline the success criteria for each application migration • Create your AWS landing zone (accounts, VPC, subnets, IAM roles, VPN/Direct Connect, etc.) • Configure DMS, SCT and other migration tools • Team creation • POC/pilot • Prioritized Backlog ⎼ Application groups ⎼ Migration strategy ⎼ Success criteria • Ops Integration – Foundation and Landing Zone (target zone setup) • Setup Factory (Tools, Teams, Processes) • Pilot Migration ACTIVATE
  • 28. Building a Migration Team Application architect/developer: Application expert who can identify what components are important, complex, redundant, etc. Source DBA: Knows the database design, schema, features used and what must be migrated to the target. Target DBA: An expert in the target database to help map features from the source DB with the Source DBA. AWS Solution Architect: Determines the correct target architecture in AWS and is familiar with DMS/SCT. Application/Database Developers: Customer and/or partner resources to migrate the stored procedures, triggers and application code.
  • 29. Hiring and Developing Talent New skills are needed for the target DB and often AWS if migrating from on-premises Develop training plans for existing employees Hire in required skills if necessary Retrain, redeploy or make people redundant who’s skills are no longer relevant
  • 30. Pilot/POC Choose a reasonably complex module/component to migrate to validate your assumptions in the Activate phase You should: • Obtain more accurate migration assessments • Determine what can be automated • Learn how the migration tools behave (limitations, bugs, improvements needed) • Learn what skills are missing from your team
  • 32. AWS Migration Framework - Execute • Always have a back up plan! • Execute according to lessons from Pilot/POC • Typically the same amount of time to migrate the DB as to migrate the application (assuming DAL) • Determine how you will cutover • Parallel run: expensive and difficult • Minimal downtime: DMS+CDC • Large maintenance window: application and data verification before go live EXECUTE Discover Design Build Integrate Validate Cutover
  • 34. AWS Migration Framework - Optimize • DMS instance and task optimization • Database tuning • Database instance right sizing • Application tuning • Application instance right sizing • Use EC2 and RDS stop/start to optimize costs • Purchase reserved instances and use spot instances • Look for contention and evaluate caching, NoSQL, federation and adoption of a microservices strategy • Perform HA/DR scenarios and optimize the use of AWS managed services to help, e.g. RDS MAZ, Auto-scaling • Application optimization • Process optimization • Operational optimization • Cost optimization OPTIMIZE
  • 35. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Migration Effort
  • 36. Database migration – multi phase process Phase Description Automation Effort (%) 1 Assessment SCT 2 2 Database Schema Conversion SCT/DMS 14 3 Application Conversion/Remediation SCT 25 4 Scripts Conversion SCT 7 5 Integration with 3rd party applications 3 6 Data Migration DMS 4 7 Functional testing of the entire system 29 8 Performance tuning SCT 2 9 Integration and deployment 7 10 Training and knowledge 2 11 Documentation and version control 2 12 Post production support 3
  • 38. Oracle to Aurora Migration Playbook • Topic-by-topic overview of Oracle to Aurora PostgreSQL migrations and “hands-on” best practices • How to migrate from proprietary features and the different database objects • Migration best practices SCT DMS Playbook Schema Data Best practices https://aws.amazon.com/dms/getting-started/
  • 39. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Customer / Partner References
  • 41. Expedia migrated from SQL Server to AWS
  • 42. Trimble migrated from Oracle to Amazon RDS PostgreSQL
  • 43. © 2018, Amazon Web Services, Inc. or Its Affiliates. All rights reserved. Next Steps
  • 44. Next Steps • Talk to your AWS account team and AWS Partner • Ask us about funding for POCs and commercial DB migrations (e.g. Oracle Database to Aurora) • Read Documentation, White Papers, Playbooks • Links: • DMS & SCT: https://aws.amazon.com/dms/ • Getting Started Guides and Playbooks: https://aws.amazon.com/dms/getting-started/