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Information Management

Upgrading to IDS version 10

Jerry Keesee, Director of the Informix Lab

Carlton Doe, Informix Technical Sales

® © 2006 IBM Corporation

Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

 IDS v10 – Why upgrade?  Migration to v10  Migration impact on existing applications  Customer Migration Use Case discussion  Q&A

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Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

Technology Enhancements over IDS v7

 Improved performance  Higher Availability  Increased Scalability  Enhanced Security  Simplified Administration  Easier Application Development

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Information Management

Why upgrade?

IDS has been busy with v9/v10

detached idxs raw tables Fuzzy ckpts dynamic locking

9.2

update statistics dynamic logging optimizer directives buffer manager HDR/ER Config page size btree scanners large Chunk & files Col Level Encryption ER Resync PIT-TLR onarchive gone restartable fast recovery Shmem > 4 gig

9.3

9.4

IDS Versions – Key features by release 10.0

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Information Management

Performance Enhancements

IDS 10.0 provides the best performance of any IDS engine ever produced!

15 - 20% Improvement over IDS 7.31

 As evidenced by internal TPC-C benchmarks  As evidenced by our key customers and partners         Fuzzy Checkpoints Shared Statement Cache New Buffer Management System B-Tree Scanner Configurable Page Size Memory for Non-PDQ Queries External Optimizer Directives Dynamic OPTCOMPIND

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Information Management

High Availability

 Restartable Fast Recovery  Improved Rollback Performance  Dynamic Log Creation  Improved Enterprise Replication (ER)  ER / HDR Interoperability  Table Level Restore  Online Index Drop and Rebuild  DRAUTO [out in v9; back in v10]  Resending Indexes in HDR  Alter of Replicated Tables  ER Templates  Online Resync of ER nodes

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Scalable in all Dimensions

Transactions:

1000’s of concurrent users

Deployment:

distributed across 1000s of sites

Types of data:

no limit to new data types

 Big Chunks  Improved Support for Large Objects  SHMEM >4G  Multiple Table Fragments in a Single DBspace  …

Huge data volumes 7

Information Management

Security Enhancements

 Encrypted Network Communication  Column Level Encryption  Secure environment check before startup  Trigger Introspection  DataBlade/UDR registration restriction  PAM Authentication  Denial of Service Attacks

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Information Management

Embeddability - Simplified Administration

         Redirected Restore Full use of Tapes Rename Chunks New Unix Bundle Installer No libraries in /usr/lib Order of install Add Chunks when first chunk is full Onstat enhancments Explain enhancements

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Information Management

Embeddability – Easier Application development

Enhanced SQL Support

 Support for Long Identifiers  Updated Unicode Support  Sequences  Triggers on Select and Views  Order by not in select list  ANSI SQL-99 Joins  Describe input  Unions in Sub-queries  Names for Return Values  Multiple OUT parameters  Improved support for long character strings  Multi-nationalization

Extensibility

 Collections  Table Functions  Virtual Table interface  User Defined Data Types  High-Performance Programming Support  Built-in functions for handling complex data

Application Development Enhancements

 CSDK 2.90

 .NET, OLE DB, ODBC & MS Tooling  ESQL/C Enhancements  JDBC and WAS Integration

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Information Management

Upgrading to v10 - Migration facts

Migrating from prior versions of Informix Dynamic Server

 IDS 7.24, 7.31, 9.21, 9.3, 9.4 upgrade directly to IDS v10  IDS 7.22, and IDS 7.20 require an interim upgrade to IDS 7.31

 IDS 9.14 requires an interim upgrade to IDS 9.30

 Migrating from 32-bit to 64-bit uses the same inline conversion process  All other migrations will require other migration tools like dbexport/dbimport, HPL, etc including different operating systems

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Information Management

Converting to a Newer Database Server

Source Database Server Target Database Server Reference

Preparing for Migration and Converting to Dynamic Server 10.0

Dynamic Server 9.40

Dynamic Server 9.30 Dynamic Server 9.20 or Dynamic Server 9.21

Dynamic Server 10.00

Dynamic Server 7.3x Dynamic Server 7.24 or Workgroup Edition 7.24

Universal Server 9.14 Dynamic Server 9.30 OnLine Dynamic Server 7.23 Dynamic Server 7.31 OnLine Dynamic Server 7.22

OnLine 5.1x

The Version 9.30 Migration Guide The Version 7.31 Migration Guide

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Information Management

Migrating from prior versions of IDS

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Upgrading to v10 - Conversion Steps

Five easy steps to remember for data migration:

1.

Get the source server ready by following

pre-migration

steps

2.

Install

the target database server and $INFORMIXDIR/etc

configuration copy over

relevant from source to target

3.

Validate

your

environment

settings are pointing at target

4.

CONVERT

by starting target server

5.

Validate

data

integrity

and take level 0 backup CONVERSION COMPLETE!

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Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

Pre-Migration

 Install and configuration  Validate your target environment  Perform conversion  Validate data integrity

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Information Management

Extensive Platform Support

Intel EM64T/AMD64 HP-UX on PA-RISC and Itanium. Tru64 on Alpha IRIX Solaris on SPARC AIX on pSeries Linux on xSeries, zSeries, pSeries* and iSeries* Windows 2000, 2003 and XP on x86

http://www-306.ibm.com/software/data/informix/ids/requirements.html

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System Requirements

Requirements for a new Installation of IDS v10

500 MB

of disk space

256 MB

of RAM Plan for: Adequate disk space to house schema Adequate disk space to house temporary tables Adequate CPU’s for application needs Plan for about 20% disk space overhead

** Lookup Installation guide for details

IDS provides industrial-strength capabilities with a relatively small footprint, ensuring the best performance with less hardware .

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Information Management

Space Required for Upgrade

 Root Chunk (Chunk 0) should have at least 10% free.

 3000 Free pages of Logical Log Space to rebuild SysMaster  2000 KB of Free Space per Database is need for each DB Space  Partition Headers should not be full  Use oncheck –me to compress extents  Determine how much space is needed by running:         DATABASE sysmaster; SELECT partdbsnum(partnum) DBSpace_Num, TRUNC(COUNT(*) * 2000) Free_Space_Needed FROM sysdatabases GROUP BY 1, ORDER BY 1; SELECT dbsnum DBSpace_Num, sum(nfree) Spc_Avail FROM syschunck GROUP BY 1, ORDER BY 1;

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Information Management

Also plan for …

Networking issues

 IP addresses (if using a new box)  Client connectivity 

Application compatibility

 3 rd Party Applications (Storage Managers, Monitoring Tools, Scripts) 

Replication

 Extra scripts to run. Refer to Migration Guide for details. 

Testing plan or Staging environment

 Try it out before you apply on your production system 

Back-Out Plan

 In case of emergency. Always good to prepare for contingencies  Save data that can help Tech Support diagnose issues that may arise

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IDS 10.00 Migration: Planning (cont.)

Testing/Staging Plan

 Test the actual migration plan for success, and to estimate time to complete  Test all aspects of your system including  Client access    Major application functions, Reporting, Key SQL Statements Stored Procedures, Triggers, Distributed transactions Backup and Restore   Simulated user load For 9.x migrations – test any UDR’s and DataBlade functions 

Back-Out Plan

 Consider steps required to back-out of the migration at each step in the process  Take a level-0 archive before migration starts  Make sure the archive is good - use archecker to check it.

 Consider taking another form of backup – such as:  An offline OS level backup of the chunks  A dbexport of key databases (just in case)

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IDS 10.00 Migration: Checklist

 SQL query plans for all regularly used queries (especially complex queries) using SET EXPLAIN ON.

 dbschema -d -hd for all critical tables. The output will have distribution information.

 oncheck -pr output that dumps all the root reserved pages  Copy of onconfig configuration file.

Note:

oncheck –pr will not dump all the configuration parameters so it’s better to have a copy of onconfig file.

 A list of all the environment variables that are set using ‘env’ unix command.

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IDS 10.00 Migration: Checklist

 During times of peak usage,  online.log snippet, with some checkpoint durations in it.

 onstat –aF, -g all, -g stk all.

 During times of peak usage, run the following onstats repetitively with -r repeat option for a period of about 3 to 5 minutes:  onstat -u, to see the total number of sqlexecs used.

 onstat -p, for read and write cache rates, to detect deadlocks and the number of sequential scans.

 onstat -g nta, a consolidated output of -g ntu, ntt, ntm and ntd.

 onstat -g nsc, -g nsd, -g nss for status of shared memory connections.

 onstat -P, -g tpf, -g ppf  vmstat, iostat and sar, for cpu utilization. Run these repetitively for a period of about 3 to 5 minutes. Check man pages for usage.

 timex of all regularly run queries.

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Ensure you take care of …

        Remove Outstanding In-Place Alters Close All Transactions Verify the integrity of the data with oncheck Flush ER Queues with any transactions, if applicable Active HDR servers – disable it, if applicable Level-0 archive/backup before migration UNIX/Linux – may require Kernel Parameters to be modified Verify source server is offline **

Recommended documented steps to shutdown current server properly: Run onmode -sy, onmode -l, onmode -c and then onmode -kuy. 23

Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

 Pre-Migration 

Install and configuration

 Validate your target environment  Perform conversion  Validate data integrity

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Information Management

v10 Installer – easier install with GUI/Silent support

Installer can be invoked by

:

1.

2.

3.

4.

installserver

[preferred] Uses bundled JVM, if JAVA not found in the PATH

Installserver –javahome

[for users that want to use a local java]

Java –cp IIF.jar run

[for users who want to invoke directly – advanced]

Installserver –legacy

[extracts a legacy distribution] Additionally on LINUX also package the following RPMs [since 9.40.UC5]

Product.rpm

GLS.rpm

Message.rpm

For enhanced usability, a wrapper script is provided that invokes the RPMs in the correct sequence

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Copy & customize configuration to target

Unix or Linux $INFORMIXDIR/etc/$ONCONFIG $INFORMIXDIR/etc/onconfig.std

$INFORMIXDIR/etc/oncfg* $INFORMIXDIR/etc/sm_versions $INFORMIXDIR/aaodir/adtcfg $INFORMIXDIR/dbssodir/adtmasks $INFORMIXDIR/etc/sqlhosts $INFORMIXDIR/etc/tctermcap $INFORMIXDIR/etc/termcap $INFORMIXDIR/etc/ixbar.servernum Windows %INFORMIXDIR%\etc\%ONCONFIG% %INFORMIXDIR%\etc\onconfig.std

%INFORMIXDIR%\etc\oncfg* %INFORMIXDIR%\etc\sm_versions %INFORMIXDIR%\aaodir\adtcfg.* %INFORMIXDIR%\dbssodir\adtmasks.* %INFORMIXDIR%\etc\ixbar.servernum 26

Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

 Pre-Migration  Install and configuration 

Validate your target environment

 Perform conversion  Validate data integrity

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Set Environment variables of Target

Verify that the following environment variables are set to the correct values to migrate to the Target server INFORMIXSERVER ONCONFIG PATH INFORMIXSQLHOSTS

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Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

 Pre-Migration  Install and configuration  Validate your target environment 

Perform conversion

 Validate data integrity

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Perform Conversion

Start Dynamic Server 10.00

** No “ oninit – ivy ” please - will initialize disk!

Monitor the online message log

 Wait for “ Conversion Completed Successfully ” status **

Do not bounce engine before conversion is complete ** Install and configure any Datablade Modules prior to conversion 30

Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

 Pre-Migration  Install and configuration  Validate your target environment  Perform conversion 

Validate data integrity 31

Information Management

Post Migration

      Update Statistics (Low to drop, High on sysmaster, normal on your databases) Verify the Integrity of the Data [oncheck; archecker] For ON-Bar, Rename the sm_versions.std File Make an Initial Backup of Dynamic Server 10.00

Tune Dynamic Server 10.00 for Performance Enable HDR and ER, if applicable

** Rerun the pre-migration checklist described in pre migration for before/after picture comparison 32

Information Management

Migration of an IDS running on a different OS

 Pre-migration Steps for the Source Database Server  Save copies of the current configuration files  Take a level 0 backup of the database server  Choose one of the following migration tools to unload the databases  Dbexport and dbimport   UNLOAD, dbschema and LOAD UNLOAD, dbschema and dbload  Bring the source database server offline  Install and configure the Target database server  Use dbimport, LOAD or dbload to load the databases into the target database server.

 Post-migration Steps for the Target Database Server  Take a level 0 backup of the database server  Run UPDATE STATISTICS

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Choosing a Migration method

 Migration on Same Operation System  Use Direct Conversion/Reversion (when allowed between the IDS versions)  Migration on Different Operation Systems 

Dbexport

 and

dbimport

Use these utilities to move an entire database 

UNLOAD

,

dbload

and

dbschema

 To move selected columns and tables, use UNLOAD statement. Use dbload to change the data format 

UNLOAD

and

LOAD

statements  To move selected columns and tables, use UNLOAD statement. Use LOAD when you do NOT want to change the data format 

onload

and

onunload

utilities   To unload data in page-sized chunks use onunload utility Use onload to move data to an identical database server on computer of same type 

High Performance Loader

(HPL)  To move selected columns and tables or an entire database, use HPL  Consulting provides automated migration services using HPL

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IDS 10.00 Migration: Using Replication

Using Enterprise Replication to assist migration to 10.00

Pros

:  Allows mix of 7.3 and 10.00 versions  New transactions will queue up until the migrated server is available 

Cons

:  May get complicated to setup/administer  Table level replication only

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Reverting from Dynamic Server v10

 

Determine Whether Reversion Is Possible

 Does the schema file contain SQL statements or Features like long identifiers that the earlier database server does not support?

 Have any new SPL routines been created in IDS v10, or have you imported existing routines using dbimport?

 Have tables or indexes using expression fragmentation had expressions changed or new fragments added?

 Have any new new objects and extensions that the old database server does not support been created. Eg: Stprocs(), UDRs, UDTs, etc.,   Have any new check constraints or triggers been created?

… [refer to Migration Guide for details]

Pre-Reversion Steps

        Check and Configure available space Save copies of the current configuration files Verify the integrity of data using oncheck Take a level 0 backup of the database server Remove pending in-place alters Remove usage of any new feature adoption Remove BladeManager extensions If necessary, disable HDR

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Reverting from Dynamic Server v10 (Contd.)

Run the reversion utility

onmode -b

 Check for the "Reversion Complete" message in the online message log

Post-Reversion Steps

 Modify the configuration parameters and reset necessary env variables  Reset environment variables  If necessary, remove any Communications Support Module settings  Run Update statistics  Use oncheck to verify the integrity of data.

 Take a level 0 backup of the database server  Return the target database server to online mode

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Application Migration - Reserved Words

             

New for 9.x

CACHE COSTFUNC ITEM SELCONST INNER JOIN LEFT LOCKS RETAIN RAW STANDARD AVOID_EXECUTE USE_SUBQF AVOID_SUBQF      

New for 9.4

COLLATION CROSS FULL INSTEAD RESTART RIGHT        

New for v10

ACTIVE DIRECTIVES ENCRYPTION HINT INACTIVE INLINE INOUT LOAD               ONLINE OPTCOMPIND PARTITION PASSWORD SAVE TABLE TEMPLATE TEST TYPEID TYPENAME TYPEOF WAIT XADATASOURCE XID

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Application Migration and Client APIs

ESQL/C

 Simply upgrade to the latest version of CSDK and run the application. The new libraries will get loaded providing you enhanced functionality (like encryption).

 In order to get new functionality like PAM, applications need to be modified

ODBC/.NET/Java

 Upgrade to a newer version of CSDK/JDBC driver and run the application

4GL (v 7.32.UC3 )

 c4gl upgrades required applications to be recompiled/relinked. The version 7.32.UC3 removes this requirement. Simply upgrade to this version and run your c4gl applications (supported 7.30.xc6 onwards) . P-code versions still require recompilation.

 In order to get new functionality like DYNAMIC ARRAY, applications need to be changed

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“To sum it all up, IDS 10.0 is a DBA’s dream come true.”

Gary Ben-Israel CIO, National Institute for Testing and Evaluation Jerusalem, Israel

“Companies that need their data and transaction resources to be available 24x 7 will be pleased with the release of IDS 10.0. With this new release, organizations can tune their database and manage index issues online, without interrupting service..” “… Table level restore enables us to implement a BCP plan without the need for duplicate servers.”

Gerd Kaluzinski Senior Systems Engineer BYTEC GmbH

David A. Link IS Manager, West Corporation 40

Information Management

Informix Dynamic Server 10.0

Performance. Reliability. Scalability.

Focus on OLTP and Embedded

Customer v10 MIGRATION USE CASE Discussion

BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

[email protected]

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BYTEC – Customer profiles

 Here the most recent migrations from our customers: [earlier at v7] 9.21.UC3 -> 10.00.UC3 on Linux RedHat Advanced Server 3 (soon 4) 9.21.UC4 -> 9.40.UC6 on Suse 9.30.FC3 -> 9.40.FC6 on Solaris 8 9.21.FC2 -> 9.40.FC6 on HP-UX 11i  All systems running 95% OLTP  IDS instance size between 40 GB and 200 GB with ~150 - 650 Connections to the database  One is a system running with BaaN. This one has 40'000 tables. The other ones are in the range from 500 to 3000 tables  The number of dbspaces goes from 8 to 24 & the number of chunks goes from 12 to 42. All instances had upto 10 databases.

BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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BYTEC – Customer profiles (contd ..)

 The InPlace migration took up to 12 hours including oncheck after migration on the big systems. We had up to 2 hours without access, after this we allowed read-only until the checks have passed.

 Prepare for: Pseudo updates to 9.40 take a lot of LOCKS and you can run into OVERLOCKS.

Physical log must be big enough and/or PLOG_OVERFLOW_PATH set. If physlog overflow occurs during migration you have to start again.

Some new reserved words have been introduced (ref, status, ...) and so you have to check your application on a test server against this.

 Benefits: Response times in application have been reduced without changing the application.

A backup concept, where every night a dbexport blocked the database was changed by using the new feature "table level restore".

** Reversion was not tested on these systems as there was no requirement BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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BYTEC’s Migration Checklist 1. Preparation

Shutdown User Connections (Dataconsistency) Create and Check last Backup (ontape, dbexport) Increase Parameter LOCKS up to 1'000'000 Increase Physical Log used for conversion and set Environment PLOG_OVERFLOW_PATH oncheck -cDI (each database) oncheck -cr / oncheck -cR oncheck -cc Check installed products  (Checks can be made the days before migration) BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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BYTEC’s Migration Checklist 2. First Steps

Update statistics Low drop Distributions (each database) Remove CDR (cdr delete server) Unregister Datablades from all databases Deactivate your RC-Scripts Make sure all logs have been backed up (no U-----) Change LTAPEDEV in ONCONFIG to /dev/null Shutdown using onmode -ucky Save a copy of „onconfig“ and „sqlhosts“ Backup INFORMIXDIR (for example using tar) BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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BYTEC’s Migration Checklist 3. Install new software

Check permissions (INFORMIXDIR) Install the new Products (Tools-Engine-SDK) Modify UNIX-Kernel (see Release Notes) Check KAIO-settings (see Release Notes) (for example on HP /etc/privgroup) Make changes in onconfig restore sqlhosts BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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BYTEC’s Migration Checklist 4. Start new server

oninit -v to see all steps Check online.log to see Conversion and Messages Execute ONMODE -BC 1 and ONMODE -BC 2 (BigChunks) oncheck -cr / oncheck -cc oncheck -cI (each database) oncheck -cD (each database) update statistics (each database) update statistics high (on leading indexcolumns) BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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BYTEC’s Migration Checklist 5. Backup and Documentation

Take the first backup of the new version Initiate CDR Register Datablades Activate RC-Scripts Make a snapshot of your installation (onstat -a) BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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Information Management

Review of Migrations

Following the checklist all Migrations went without problems within the calculated time Among these Migrations have been Hospitals, where the complete Migration with more than 50 Chunks could be made within 2 hours of downtime.

Other customers situated in Metal Industries, Fashion manufacturers as well as Public Sites (Libraries and Universities) have been migrated InPlace.

BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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Information Management

Review of Migrations

Here one example of Configuration, which has been migrated. You see all kind of Dbspaces used at customersite. Medical images are stored in Smartblobs, Doctor-Letters are in Blobspaces: Dbspaces address number fags fchunk nchunks flags name 892ba7d8 1 0x40001 1 1 N B rootdbs 89f18ad0 2 0x40001 2 25 N B datadbs 89f18c20 3 0x40011 12 20 N BB blobdbs 89f18d70 4 0x42001 22 1 N TB tempdbs 89f18ec0 5 0x40001 24 3 N B logdbs 89f19018 6 0x42001 23 1 N TB tempdbs2 b3b7aea8 7 0x48001 52 12 N SB sbspace BYTEC GmbH - Hermann-Metzger-Strasse 7 - 88045 Friedrichshafen

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