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Prepared for SG Heavy Industries
SQL Server Deployment Planning Services
SG Heavy Industries – Customer Deliverable
UpSearch, LLC 177 Front Street Berea, OH 44017 www.upsearch.com
UpSearch, LLC © 2016 Proprietary and Confidential
Prepared by
David Maxwell
Michael Fal
Ben Miller
This is an example report with recommendations.
UpSearch, LLC @ 2016 Proprietary and Confidential Page 2
Contents Envisioning Session ....................................................................................................................................... 3
Overview ................................................................................................................................................... 3
Pre-engagement Questionnaire............................................................................................................ 3
Session Participants and Contact Information ...................................................................................... 4
Initial Problem Statement ..................................................................................................................... 4
Customer Objectives ................................................................................................................................. 5
Business Objectives ............................................................................................................................... 5
Technical Objectives ............................................................................................................................. 5
Operations Objectives ........................................................................................................................... 5
Architectural Design Session ......................................................................................................................... 5
Vision and Scope ................................................................................................................................... 5
Infrastructure Overview (include information on competitive products if applicable) ....................... 6
Solution Concept ................................................................................................................................... 7
Findings & Next Steps ................................................................................................................................... 7
Proof of Concept ................................................................................................................................... 7
Limited Online Pilot ............................................................................................................................... 7
Plan for Deployment, Migration or Upgrade ........................................................................................ 7
About the Authors ........................................................................................................................................ 9
About UpSearch .......................................................................................................................................... 12
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Envisioning Session
Overview
Pre-engagement Questionnaire
Customer Information Answer
Customer Name SG Heavy Industries
Customer Address 12 Richfield Rd, Cleveland, OH, 44111
Project Date 2016.04.08
Customer E-mail info@sghi.com
Customer Phone 216.851.1111
Customer Fax 216.851.9999
DPS Lead Consultant Name Colleen Morrow
Microsoft Account Manager Name John Smith
List Microsoft Agreements in Place (Enterprise Agreement, NDA, etc.) N/A
General Information Answer
What are your top challenges or pains for business and IT? Ensuring our order-entry system is highly available. We currently experience regular outages, both planned and unplanned. These outages prevent our sales people from entering or updating orders. It also impacts our ability to view current inventory or order status. The system needs to run with maximum uptime while still controlling costs. We also have an issue with financial reporting having a direct impact on the performance of the order entry system.
Please describe your main goals and objectives for this engagement. Questions to consider:
Is there a specific capability area you would like to focus on? (Platform Migration, Cloud Hybrid Extension, Platform Upgrade)
Is the focus of this engagement related to a particular project or initiative within your organization? If so, please give details, key stakeholders and any other departments or initiatives this project touches or influences.
What is the Business Unit you are focusing on?
What are the 3-5 Strategic Goals of this Unit?
What are the major issues/problems blocking the attainment of these goals?
Are the stakeholders for this project identified and onboard?
This engagement will focus on the database environment for the order entry system.
Upgrade to the most recent database version.
Implement a high-availability environment and disaster recovery strategy
Mitigate performance issues caused by running financial reports against the orders database
Current Environment Answer
Please describe your current environment. SQL Server 2008 R2 running on Windows Server 2008 R2 on a physical server. 3 Windows Server 2008 R2 application servers hosting order entry application. SQL Server Reporting Services 2008
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for financial reports. Back-end storage is EMC VMAX SAN. Database server and SAN are located at primary datacenter. DR datacenter located in Detroit, with its own SAN and Hyper-V cluster.
Which aspects of your current environment are you satisfied with? When no reports are executing, the application and database perform satisfactorily. EMC SAN performance satisfactory.
What is missing today from your current environment? Database high-availability and the ability to offload reporting.
Engagement Details Answer
If you are planning an upgrade or migration engagement, please list the current product(s) that you are using.
SQL Server 2008 R2 Enterprise Edition SQL Server Reporting Services R2 Windows Server 2008 R2 Hyper-V (but not with current database environment)
Please list any products that you are interested in learning more about.
SQL Server 2016
If you are planning a cloud based engagement, which workloads make the most sense for your organization at this time? Questions to consider:
How will the current on premise infrastructure be extended into the cloud?
Which workloads are currently targeted for hybrid or cloud expansion?
N/A
Session Participants and Contact Information
Name Position Phone Email
Angela Reed Director of IT - Infrastructure 216.851.2254 areed@sghi.com
Michael Jones Manager of Database Services 216.851.6813 mjones@sghi.com
Sanjay Patel Systems Engineer 216.851.2121 spatel@sghi.com
Chris Walker Sr. Database Administrator 216.851.7787 cwalker@sghi.com
Gary Turner Manager of Financial Services 216.851.2444 gturner@sghi.com
Dee Knight Developer 216.851.3368 dknight@sghi.com
Initial Problem Statement
SG Heavy Industries is currently using SQL Server 2008 R2 Enterprise Edition to house their Orders database. While adequately serving the needs of the order entry application that makes up the bulk of its workload, the current configuration does not handle concurrent reporting well. Users have reported noticeable performance degradation with the two workloads coincide. Additionally, required database and server maintenance lead to application downtime and lost revenue.
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Customer Objectives
Business Objectives
Availability of the order-entry system for sales representatives between 7am ET and 9pm PT
Ability to view current order data via customer web portal 24/7
Ability to execute necessary financial reports against real-time data between 8am ET and 6pm ET
Technical Objectives
Recovery Point Objective (RPO) – 15 minutes
Recovery Time Objective (RTO) – 1 hour
99.9% availability of the order entry database
Operations Objectives
Ability to perform necessary database maintenance and system patching while not impacting RTO/RPO
Minimize administrative overhead
Architectural Design Session
Vision and Scope
The business, technical, and operational requirements described by SG Heavy Industries are not unique. Businesses across all industries need their infrastructure to be highly available, redundant, and scalable to handle varied workloads. All while controlling costs and minimizing administrative overhead. SQL Server 2016 is perfectly positioned to satisfy those needs. The foundation of the recommended solution architecture utilizes SQL Server 2016’s AlwaysOn Availability Group feature to minimize planned and unplanned downtime. A synchronous replica located at the primary datacenter will serve as a real-time datasource for financial reporting, as well as a failover environment in the event of a localized failure of the primary database server. This synchronous secondary server also allows for system patching an upgrades to be performed without incurring application downtime. An asynchronous replica server deployed at the secondary datacenter will provide disaster recovery to meet RPO and RTO requirements. For additional high-availability and scalability, all replicas will be deployed to Hyper-V virtual machines, allowing system resources to be dynamically provisioned to meet changing workloads.
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Infrastructure Overview (include information on competitive products if applicable)
Table 1: Solution server summary
Server 1 Server 2 Server 3
Platform Hyper-V Hyper-V Hyper-V
Operating System Windows Server 2012 R2 Windows Server 2012 R2 Windows Server 2012 R2
Memory (GB) 128 128 128
Processors 8 8 4
Location Primary datacenter Primary datacenter Secondary datacenter
SQL Server version SQL Server 2016 SQL Server 2016 SQL Server 2016
SQL Server edition Enterprise Enterprise Enterprise
Role Primary replica Synchronous replica Asynchronous replica
Read/Write Read/Write Read-only No Read
Workload Order entry application Reporting, database backups None
Figure 1: Solution architecture
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Solution Concept
The solution architecture is comprised of 3 Hyper-V virtual machines (VMs) using SAN storage. Two of the VMs (Server1 and Server2) will reside on the Hyper-V cluster at the primary datacenter. Assigned disk will be placed on the primary VMAX SAN. The third server (Server3) will be created on the Hyper-V cluster located at the secondary datacenter and utilize disk from the SAN at that location. A Windows Server Failover Cluster (WSFC) will be created containing Server1, Server2, and Server3. Shared storage is not required for this cluster. The cluster will be configured for a Node and File Share majority quorum, using a file share location in the primary datacenter. Quorum votes will be assigned to Server1, Server2, and the file share.
SQL Server 2016 Enterprise Edition will be configured on Server1, Server2, and Server3. A SQL Server AlwaysOn Availability Group will be created containing the Orders database on each of these servers. Server1 and Server2 shall be defined as synchronous replicas with automatic failover. Both servers will also be configured to act as readable secondaries so that databases on the current secondary replica may be used to offload financial reporting and database backups. Server3 shall be defined as an asynchronous replica with manual failover for disaster recovery purposes only.
Findings & Next Steps
Proof of Concept
N/A
Limited Online Pilot
N/A
Plan for Deployment, Migration or Upgrade
Phase Task Duration
Project Scope Kickoff meeting 1 hour Determine stakeholders, resources, goals 1 hour
Preparation Develop load test plan 1 hour
Develop integration/end user test plan 2 hours
Develop HA/DR test plan 1 hour
Identify success metrics 1 hour
Collect and analyze performance metrics of existing
environment
40 hours
Identify and order hardware 2 hours
Implement load testing tool 8 hours
Collect necessary traces from current environment 2 hours
Test environment setup Install hardware 16 hours
Configure storage 8 hours
Configure virtual machines 8 hours
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Create service accounts 2 hours
Install and configure SQL Server 8 hours
Configure availability group 4 hours
Install and configure application/web servers 16 hours
Migrate databases to new SQL Server 8 hours
Add database(s) to availability group 2 hours
Migrate logins to new SQL Server 1 hour
Migrate/create SQL Agent jobs 1 hour
Upgrade SSIS packages to SSIS 2016 .5 - 1
hour per
package
Load Testing Perform storage benchmarking tests 4 hours
Perform application load testing 16 hours
Analysis of test results 2 hours
Load test sign-off .5 hours
Integration/End User Testing Perform planned end-user testing 16 hours
Perform planned application integration testing 16 hours
Integration/End User Test sign-off .5 hours
HA/DR Testing Perform planned HA/DR testing 4 hours HA/DR Test sign-off .5 hours
Prod environment setup Initiate log shipping of databases to new SQL Server 8 hours
Migrate logins to new SQL Server 1 hour
Migrate/create SQL Agent jobs 1 hour
Configure monitoring 1 hour
Production Go-Live Schedule migration window 1 hour
Submit necessary change management requests 1 hour
Shut down application servers 1 hour
Disable access to current SQL Server environment 1 hour
Take and apply final log backup for each database 2 hours
Bring databases online .5 hours
Add database(s) to availability group 1 hour
Update application connection strings 1 hour
Start all applications and validate connectivity 2 hours
Stop old servers .5 hours
Post-Upgrade Monitor SQL Server performance 8 hours
Final upgrade sign-off .5 hours
Decommission old server(s) 1 hour
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About the Authors
David Maxwell is a SQL Server Consultant at UpSearch.
David Maxwell is a database strategist, community evangelist and public speaker. He is passionate about helping community and business leaders get the most out of SQL Server.
Since 2000, David has served to protect, unlock and optimize data’s value within such diverse environments as healthcare providers, insurance companies, manufacturers and financial institutions. David has the unique ability to zero in
on a complex challenge quickly, and provide a long-term solution that fits both the business needs and budget.
Since 2012, David has maintained a SQL Server focused blog at https://dmmaxwell.wordpress.com/. He is a frequent presenter at local and regional events for the Professional Association for SQL Server (PASS) and works with the Columbus, OH based PASS chapter.
In his free time, David is an avid musician who plays several instruments, as well as a lover of puzzle-based games.
Education & Certifications
Microsoft Certified Solutions Expert: Data Platform (MCSE: Data Platform) IEPTO1: Immersion Event on Performance Tuning and Optimization – Part 1 IEPTO2: Immersion Event on Performance Tuning and Optimization – Part 2
Information Technology Skills
Microsoft SQL Server (through 2014) Microsoft SQL Server Reporting Services
(SSRS) Microsoft SQL Server Integration
Services (SSIS)
Systems architecture design, implementation, and administration
TCP/IP Networking with DNS and DHC
Speaking & Community Engagements
Since 2012, David has presented sessions on SQL Server maintenance, performance and database corruption at numerous SQL Saturday events throughout the Midwest, in addition to being a presenter and director for his local Columbus, OH based PASS chapter. David has also presented for several online events such as the PASS DBA Fundamentals and Performance Virtual Chapters, and 24 Hours of PASS. He is also the winner of the PASS Summit 2015 Speaker Idol competition.
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Michael S. Fal is a Microsoft Data Platform MVP and SQL Server Consultant at UpSearch.
Mike is a specialist in data management technologies. As a community advocate, public speaker, and blogger, Mike is a practicing thought leader for data and automation. He is passionate about DevOps and data, building platforms to optimize, protect, and use data efficiently.
Since 1999, Mike has been working in the database field, focusing primarily on SQL Server and specializes in automating data solutions to improve the reliability and efficiency of his environments. Mike has the unique ability to create robust, repeatable solutions to resolve a variety of technical challenges.
Mike has been working with databases for more than 15 years. He continues to blog at http://mikefal.net since 2011, writing about a wide range of topics that center around data management. He is an active member, and former board member, of the Denver SQL Server User Group as well as a volunteer for the Professional Association for SQL Server (PASS).
Education & Certifications
Microsoft Certified Solutions Expert: Data Platform (MCSE: Data Platform) Bachelor’s Degree, University of Colorado at Boulder
Information Technology Skills
Microsoft Azure Amazon Web Services (AWS) Microsoft SQL Server (through 2014) Powershell Database Development & Design
High Availability & Disaster Recovery DevOps & Data Management Performance Tuning NoSQL / Non-Relational Data
Management Publications
DevOps and the DBA, Simple Talk by RedGate A Month of SQLPS Blog Series, Art Of The DBA Guest Posts – Hey Scripting Guy TechNet Blog
Speaking & Community Engagements
Mike has presented at PASS Summit 2015, Powershell and the Art of SQL Server Deployment, IT/Dev Connections 2015, PowerShell for SQL Data Professionals, PASS Summit 2013, Monitoring Methodologies – The Hierarchy of Database Needs, and at many SQL Saturday conferences and user groups throughout the United States.
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Ben Miller is a Principal Consultant at UpSearch.
Ben is a database strategist, community advocate, author and public speaker. Ben’s passion to automate runs deep. He exemplifies how to work smarter and automates whenever possible in order to get more done with less effort.
Ben is a Microsoft Certified Master (SQL Server) and Microsoft Data Platform MVP. He holds numerous advanced industry certifications. Ben is also an active member of Professional Association for SQL Server (PASS) and leads
the Utah County Chapter SQL Server User Group. He earned a Bachelor of Science in Information Technology from Western Governors University.
Ben is a lifelong bowler and data professional. He has been bowling since he was 12 and has bowled a sanctioned 300 game putting him in the Bowler’s Hall of Fame. He loves helping others get more out of life through education and volunteers regularly in his local area.
Awards
Microsoft Data Platform MVP (2011 – Present)
Education & Certifications
Microsoft Certified Master (MCM) : SQL Server 2008 Microsoft Certified Solutions Master (MCSM) : Charter Data Platform Microsoft Certified Database Administrator (MCDBA) Microsoft Certified Applications Developer (MCAD) : .Net 2.0 Bachelor of Science, Information Technology, Western Governors University
Information Technology Skills
Microsoft Azure Amazon Web Services (AWS) Microsoft SQL Server Engine Internals Microsoft SQL Server Encryption Microsoft SQL Server Partitioning Microsoft SQL Server Availability Groups Microsoft SQL Server Clustering
Data Warehouse & ETL Design Database Development & Design High Availability & Disaster Recovery DevOps & Data Management ETL Architecture Performance Tuning Powershell
Publications & Presentations
SQL Server MVP Deep Dives, Vol. 2, Chapter 26 – SQL Server Filestream : To Blob or not to Blob PowerShell Deep Dives, Chapter 23 – SQL Server Provider in PowerShell SQL Server PowerShell Stairway, SQL Server Central
Speaking & Community Engagements
Ben has presented at many SQL Saturday conferences throughout the United States. He helped plan and organize Salt Lake City SQL Saturday events in 2012 and 2014.
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About UpSearch
UpSearch is a leading Microsoft Gold Partner for organizations who rely on Microsoft SQL Server, and its mission is to enable every leader to unlock data’s full potential. We provide full lifecycle On-premise, Cloud and Azure SQL Database support, including:
Deployment Planning Services reduces your total cost of ownership with efficient SQL Server, Public or Private Cloud Deployments. We are a certified Microsoft Deployment Planning Partner.
Remote DBA Services, our most dedicated support contract includes 24/7 surveillance, complete performance monitoring, dedicated monthly DBA support, and long range capacity planning and trend analysis.
A broad range of Microsoft SQL Server Support Contracts to meet your unique needs.
Our team complements your team across a broad spectrum of database initiatives, such as:
Cloud Migration Services SQL Server Health Check High Availability & Disaster Recovery Database Design and Development DevOps and Data Management Performance Tuning Business Intelligence Conversions to SQL Server Server Consolidations / Upgrades Virtualization
On-premises or in the Cloud, UpSearch can help you protect, unlock and optimize your data’s value.
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