Mission Critical: SQL Server Upgrade

You're faced with the task of doing a SQL Server Upgrade? Do you know all the steps, and the right order to do them? You do? Even with interruptions and distractions? Maybe, but it is wise to be able to refer to the Mission-Critical Task checklist.

930-title.jpg

CTL10.06.001

Revision 4/3/2010 A

SQL Server

Upgrade

CRITICAL TASK LIST PROGRAM

This document contains steps that will assist you in the completion of and review of an upgrade of a non-clustered SQL Server RTM Enterprise Edition software Instance.

Review each item, placing a check in the “Confirmed” column when the task line is complete. Any line not marked “Confirmed” should stop the process until you have completed that line item.

This CTL is not meant to be a replacement for the official documentation from the product manufacturer.  

CTL NUMBER

This Critical Task List is identified by a CTL number in the upper right-hand side of this document. You should use the latest CTL (identified by the date and an alpha-numeric code.

HOW TO BE ASSURED OF HAVING LATEST DATA

Refer to http://www.simple-talk.com/author/buck-woody/. You can also add additional information to this checklist based on your organization’s need.

CONTENT

Critical Task List 10.06.001 contains steps required to properly evaluate the basic upgrade steps for SQL Server on a system that contains a previous version of SQL Server. It is not intended to be used for a side-by-side installation of SQL Server or an additional installation of SQL Server.

All content is the sole responsibility of the server owner; Microsoft Corporate provides no warranties implied or implicit in this document. This document is not a product of the Microsoft Corporation. 

SUPPLEMENTS

Official Site Link: http://www.simple-talk.com/author/buck-woody/

Whenever you receive a supplement affecting your checklist, write in the appropriate information. Printed replacement checklist pages will be made available to you as quickly as possible. A notation on the bottom inside corner of these pages will indicate that they reflect certain supplements.

COMMENTS AND QUESTIONS

Comments and questions should be directed through buck.woody@microsoft.com.

Critical Task Lists Managers

Buck Woody “Real World DBA”

(MSFT U.S.)

Task

Notes

Confirmed

1.  Reviewed official Microsoft documentation on upgrade process, along with README documentation.

http://bit.ly/6KI53Q  

 

2.  Reviewed system configuration documentation, noted all Instances to upgrade.

http://bit.ly/rA0zI

 

3.  Evaluated applications connected to system, notified users of downtime and other impacts.

http://bit.ly/1sIe15

 

4.  SQL Server Upgrade Advisor executed.

http://bit.ly/908pD

 

5.  Backed up all databases – system and user.

http://bit.ly/3IF34A

 

6.  Backed up Windows System (where possible/feasible).

http://bit.ly/9JCS8H

 

7.  Operating System Patches reviewed for upgrade applicability.

 

 

8.  Operating System Patches applied as appropriate.

 

 

9.  Upgrade run per instructions.

http://bit.ly/6KI53Q

 

10.Reviewed Windows Event Logs and SQL Server Setup Logs.

http://bit.ly/bovss6

 

11.Database Maintenance reviewed and run, evaluated for successful completion. (Backups at this point optional)

http://bit.ly/16jnXG

 

12.Reviewed security surface, configured for new features.

http://bit.ly/a3qZiA

 

13.Tested Remote DAC.

http://bit.ly/8J4H6O

 

14.Encryption Keys backed up to remote store.

http://bit.ly/c3wion

 

15.System Documentation updated.

http://bit.ly/rA0zI

 

16.Allowed test users back into system, completed unit tests.

http://bit.ly/9zyEGx

 

17.Allowed all users back onto system.

http://bit.ly/9zyEGx

 

18.Complete work-cycle monitored for use.

http://bit.ly/9zyEGx

 

19.Performance Baseline run, compared.

http://bit.ly/a00yHa