Upgrading from SQL Server 2000 to SQL Server 2005 (or SQL Server 2008) requires some organisation. It is important to create and maintain a task list.
I use the general list of tasks as a basis or template. I customise the list for every SQL Server instance. By the end of the consultation the list can grow to over 100 tasks , depending on the database server size , the amount of application layer built in to the database and the server environment.
The example below is a real-world example of a task list. It was a SQL Server 2005 upgrade .
I manage the task list through Microsoft Excel. Every task is associate with categories:
When (PreConfig,Post Config)
Source (Monitoring,Backup,DTS,Databases,Server)
Owner (Main reference for task)
Start Time
End Time
Status
Comments
I also have detailed upgrade plans for every component – such as Backup devices plan, SysMessages , Replication, DTS, Pre Upgrade, Post Upgrade etc.
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Confirm RSA support
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MYDB delete tables
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Allow dummy drives(H: I: J: )
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Confirm existing sql server 2000 installation scripts
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Confirm sql server 2000 binaries are in location
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Prepare SQL Server Installation scripts
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TSM Client Drivers for SQL Server 2005
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Install\Confirm Monitoring drivers for 2005
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usage of cname is done - server1.mydomain.net
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Default language settings for English - check script
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Confirm DTS tested on 2005
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Confirm Jobs tested on 2005
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Analyze system databases for user-defined objects
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Develop “Fix upgrade issues in SQL Tasks” script
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usage of cname - server1.mydomain.net
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Script Linked Server Configuration
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Script Jobs
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Script Alerts
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Script Operators
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Script Backup Devices
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Script User-defined messages
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Script Users, Roles and Logins
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Backup all databases to TSM
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Change backup schedule change for the weekend
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Backup all databases to to Local Disk
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Confirm from owner it is OK to proceed with upgrade
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Request mirrorrs are broken
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Uninstall BMFMySQL on Server1
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Detach databases
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Uninstall server1\myinstance
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Install SQL Server 2005 - Standard Edition
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Install SQL Server 2005 - Service Pack 2
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DTS Designer Install
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Restore databases via attach
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Execute Script Linked Server Configuration
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Execute Script Jobs
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Execute Script Alerts
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Excute Script Operators
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Execute Script Backup Devices
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Execute Script User-defined messages
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Execute Script Users, Roles and Logins
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Execute scripts - \config\*
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UPDATE STATISTICS with FULL SCAN
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updateusage
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recompile all objects
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refreshallViews
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SQL Server Index Maintenance Strategy
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Implement Database Backup Maintenance Plans
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Check Monitoring is connecting user 'itmsql'
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hand over to sword
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Signed of by Application Owner
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Run ETL
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Notify storage to reset mirrors
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As I progress through the upgrade , the task list is altered to reflect new issues or tasks. For example, there may be a requirement to complete a SQL Server security audit or a DTS to SSIS .
Author: Jack Vamvas (http://www.sqlserver-dba.com)