AWS Prescriptive Guidance
Patterns

Migrate an on-premises Microsoft SQL Server database to Amazon RDS for SQL Server using CloudEndure

R Type :RePlatform

source :Databases: Relational

target :Amazon RDS for SQL Server

tags :microsoft sql server, amazon rds, amazon cloudendure migration, aws dms

categories :Independent Software Vendor, LifeCycle, Pattern Accreditation, Pattern Provenance, Pattern Type, Software Infrastructure

Summary

This pattern provides guidance for migrating an on-premises Microsoft SQL Server database to an Amazon Relational Database Service (Amazon RDS) for SQL Server DB instance using CloudEndure Migration.

Assumptions and Prerequisites

Prerequisites

  • An active AWS account

Architecture

Source technology stack

  • Microsoft SQL Server databases (versions 2008, 2008 R2, 2012, and 2014 for the Enterprise, Standard, Workgroup, and Developer editions) in an on-premises data center

Target technology stack

Source and target architecture

CloudEndure network architecture

Tools Used

CloudEndure Migration - CloudEndure Migration helps you simplify, expedite, and automate large-scale migration to AWS. Continuous Data Replication takes place in the background, without application disruption or performance impact, which ensures that data is synced in real time and minimizes cutover windows. When migration cutover is initiated, CloudEndure executes a highly automated machine conversion and orchestration process, without compatibility issues and with minimal IT skills necessary.

Epics

Sign up for CloudEndure through AWS Marketplace

Tasks

Title Description Skills Predecessor
Navigate to AWS Marketplace, search for CloudEndure Migration, and subscribe. AWS Marketplace is at https://aws.amazon.com/marketplace/. AWS Marketplace
Register the account and confirm the email. AWS Marketplace
Set the account password and accept terms and conditions. Passwords must be at least 8 characters long and must contain one uppercase letter, one lowercase letter, one digit, and one special character. AWS Marketplace

Sign in to the CloudEndure user console and create a project

Tasks

Title Description Skills Predecessor
Sign in to the CloudEndure user console at https://console.cloudendure.com. Sign in with the credentials you created in the previous step. Your Amazon email is your user name. CloudEndure Admin
Choose the Plus button in the upper-left corner of the console to create a project. CloudEndure Admin
Enter a project name, select Live Migration as the project type, and select a license package to associate with the project. You can acquire a license through AWS Marketplace. CloudEndure Admin

Generate and use AWS credentials

Tasks

Title Description Skills Predecessor
Generate an access key ID and secret access key in the AWS Management Console. AWS SysAdmin
Sign in to the AWS Management Console and open the AWS Identity and Access Management (IAM) console. AWS SysAdmin
Choose Policies, and then choose Create policy. AWS SysAdmin
Choose the JSON tab, copy the CloudEndure IAM policy document into the field, and then choose Review policy. The policy can be found at https://console.cloudendure.com/IAMPolicy.json. AWS SysAdmin
Enter a name and description for the policy, and then choose Create policy. AWS SysAdmin
Create a new IAM user by navigating to Users in the IAM console. AWS SysAdmin
Choose Add user, give the user a user name, and set the access type to Programmatic access. AWS SysAdmin
Choose Next: Permissions, and on the Set permissions page, choose Attach existing policies. AWS SysAdmin
Locate the policy you created, select the box to the left of the policy name, and choose Next: Review. AWS SysAdmin
Verify that the fields are correct, and then choose Create user. AWS SysAdmin
Copy the access key ID and secret access key. Store them in a safe location. AWS SysAdmin
Sign in to the CloudEndure user console, and select your migration project. The CloudEndure console is at https://console.cloudendure.com. AWS SysAdmin
Choose the Setup & Info tab from the left menu, and navigate to AWS credentials. AWS SysAdmin
Copy and paste your AWS access key ID and secret access key into the corresponding fields, and then choose Save. AWS SysAdmin

Configure replication settings

Tasks

Title Description Skills Predecessor
From the CloudEndure user console, navigate to Setup & Info, and then choose Replication settings. CloudEndure Admin
For Live Migration Source, choose Other Infrastructure. CloudEndure Admin
Define your replication servers. See the CloudEndure documentation links in the References and Help section for detailed instructions. CloudEndure Admin

Install CloudEndure agents on Microsoft SQL Server source machines

Tasks

Title Description Skills Predecessor
In the CloudEndure user console, navigate to Machines, Machine Actions, Add Machines. CloudEndure Admin, OS Admin Linux/Windows
Locate your agent installation token. When you run the installer file on a source machine, you are first asked to enter your installation token. The token is a unique string of characters that is automatically generated for you when your CloudEndure account is activated. One installation token enables you to install the agent on as many source machines as your license package and project allow. CloudEndure Admin, OS Admin Linux/Windows
For Linux machines, copy the installer command, log in to your source machines, and run the installer. For detailed instructions, see the CloudEndure documentation in the References and Help section. CloudEndure Admin, OS Admin Linux/Windows
For Windows machines, download the installer file on to each machine, and then run the installer command. For detailed instructions, see the CloudEndure documentation in the References and Help section. CloudEndure Admin, OS Admin Linux/Windows
When the agent has been installed, the source machine will appear in the CloudEndure console, in the Machines tab. Wait as the machine undergoes initial data replication. CloudEndure Admin, OS Admin Linux/Windows

Configure the target machine's blueprint

Tasks

Title Description Skills Predecessor
In the CloudEndure console, choose a machine name from the Machines tab to access the Machine Details pane. CloudEndure Admin
Select the Blueprint tab from the menu. You can configure a variety of Blueprint settings. For detailed instructions, see the CloudEndure documentation in the References and Help section. CloudEndure Admin

Perform a test

Tasks

Title Description Skills Predecessor
In the CloudEndure console, in the Machines tab, select the box to the left of each source machine. CloudEndure Admin
In the Launch x Target Machines menu, choose Test Mode. CloudEndure Admin
Choose Continue when prompted. The machines will be launched. You can review the launch process on the Job Progress tab. CloudEndure Admin
Verify that the test completed successfully. The Machine tab will indicate that testing is complete: The edge of each tested Source machine will be marked in green. The orange flag icon under the Status column, which previously indicated that the machine had not been tested, will disappear (if no other issues are found). The purple icon, which indicates that a target machine has been launched for the selected source machine, will appear. In the Live Migration Lifecycle column, a message will appear stating that the machine has been tested recently. CloudEndure Admin
Test the target machines by choosing each machine's name, opening the Target tab, copying the public IP, and navigating to that IP. CloudEndure Admin

Schedule and perform a cutover

Tasks

Title Description Skills Predecessor
Schedule a Cutover window in advance. CloudEndure Admin
In the Machines tab, select the box to the left of each source machine. CloudEndure Admin
In the Launch x Target Machines menu, choose Cutover Mode. CloudEndure Admin
Choose Continue when prompted. The machines will be launched. You can review the launch process on the Job Progress tab. CloudEndure Admin
Verify that the cutover completed successfully. The Machines tab will indicate that the cutover is complete: The edge of each tested source machine will be marked in green. The purple icon, which indicates that a target machine has been launched for the selected source machine, will appear. In the Live Migration Lifecycle column, a message will appear stating that the machine has cut over. CloudEndure Admin

Migrate machines to Amazon RDS with AWS DMS

Tasks

Title Description Skills Predecessor
Migrate your machines from Amazon EC2 to Amazon RDS for Microsoft SQL Server with AWS Database Migration Service (AWS DMS). For instructions, see http://docs.aws.amazon.com/dms/latest/sbs/DMS-SBS-Welcome.html. AWS SysAdmin,AWS DMS

References and Help

References

Contact and help

Migration Pattern Library Support: aws-mpl@amazon.com