SQL Server 2016 Business Intelligence Upgrade Planning

SQL Server 2016
Business Intelligence
Upgrade Planning
SQL SERVER 2016 BUSINESS INTELLIGENCE UPGRADE PLANNING
About the Speaker

Jen Underwood
Founder & Principal Consultant
• ~20 years of industry experience

• Former Microsoft BI Principal Program
Manager and Big-Four BI Practice Lead
• Passionate technology blogger and
industry analyst
• Bachelor Business Administration –
Univ. of Wisconsin Milwaukee
Post Graduate Computer Science –
Data Mining Univ. of California, San Diego
Agenda
• Preparation and Tools
• Developing Upgrade Plans
• Upgrade Approaches
• Database, Business
Intelligence and other
Components
• Additional Resources
Must Read / Do
• Get support for adequate
upgrade planning time
• Run Best Practices Analyzer
• Run Upgrade Advisor
• Review deprecated features
• Review Known Issues Read
Upgrade Technical Guide
• Review SQL Server upgrade
Source: https://info.microsoft.com/
docs Introducing-SQL-Server-2016-eBook-2.html
Best Practices Analyzer

• Run on legacy
instances of SQL Server
• Address any issues
before upgrade
• Eases upgrades to
newer versions
Upgrade Advisor
DBA Workbench
Download: https://www.microsoft.com/en-us/download/details.aspx?id=48119
DEMO
#ITDevConnections
Allowable Upgrade Paths

• SQL Server 2016 supports upgrades
– SQL Server 2008 SP3 or later
– SQL Server 2008 R2 SP2 or later
– SQL Server 2012 SP1 or later
– SQL Server 2014 or later
• Upgrade from SQL Server 2005 requires migration
via back up/ restore or attach, see docs online
Source: https://msdn.microsoft.com/en-us/library/ms143393.aspx
Unsupported Scenarios
• Windows Server 2012+ or Windows 8+ on x64 processors only
• Minimum 6 GB space even if components installed elsewhere
• No installs on read-only, mapped, or compressed drives
• No in-place upgrade to different 32/64 bit version
• No in-place upgrade from SQL Server 2005 or lower version
• No cross-version instances of SQL Server 2016
• Failover Clusters are not supported in WOW mode
• Upgrade from an Evaluation edition of a previous SQL Server version
https://msdn.microsoft.com/en-us/library/ms143393.aspx
Source: https://msdn.microsoft.com/en-us/library/mt551979.aspx
DEVELOPING UPGRADE PLANS
Developing an Upgrade Plan

• Treat upgrades as an IT Project
• Minimize variables during upgrades
• Evaluate potential issues early
• Review apps and connections ecosystem
• Define success criteria and rollback
• Create upgrade checklists
Environment Assessment
 Inventory servers, services, and configurations
 CPU, Memory, OS, drive space, and note if clustered
 SQL Server components used and note if clustered
 High availability, replication, log shipping and back ups
 Maintenance plans and jobs
 Databases, encryptrion keys, user and service accounts
 Developers, applications and connection changes
 3rd party controls, utilities, .dlls, and downstream services
 Upgrade Advisor warnings
Example
Example
DEMO
#ITDevConnections
UPGRADE APPROACHES
Upgrade Options
• Upgrade in-place
• Side-by-side installation
• Perform a rolling upgrade
Upgrade In-Place
• Easiest upgrade type
• Plan for downtime,
challenging to rollback
• SQL Server setup
upgrades existing install
bits, then system and
user databases
In-Place Considerations
Advantages Disadvantages
• Easier and faster • Upgrade whole instance or
• Applications connect to a major component
same instance name • Need to address blockers
• No additional hardware • Unable to compare since
Additional disk space replaces existing install
• Mostly automated • Rollback more complicated
Side-by-Side
• More time consuming, safer
approach to rollback
• Build new SQL Server 2016
environment
• Manually migrate settings,
user databases, jobs, SSIS,
SSAS and SSRS content
• Backup/restore
Side-by-Side Considerations
Advantages Disadvantages
• Much more control on • More complicated and
granular level upgrades slower process
• Old server can keep running • Manual transfer tasks
• Easier to rollback • Might require new hardware
• Change apps connections
• Potential data sync needed
Rolling Upgrade
• Multiple instances that need “ordered” upgrades
• More complex for planning
Always-On Availability Groups: Upgrading Always On Availability Groups
Failover clustering instances: Upgrade a SQL Server Failover Cluster Instance
Mirrored instances: Upgrading Mirrored Instances
Log shipping instances: Upgrading Log Shipping to SQL Server 2016
Replication environment: Upgrade Replicated Databases
Reporting Services scale-out environment: Upgrade Reporting Services
DATABASE, BUSINESS
INTELLIGENCE AND OTHER
COMPONENTS
Components
• Database Engine
• SQL Server Management
and Development Tools
• Data Quality Services
• Master Data Services
• Integration Services
• Analysis Services
• Reporting Services
• SharePoint BI
Database Engine
• Choose in-place, side-by-side
or rolling upgrade approach
• After upgrade, additional steps
include taking a new backup,
enabling new features, and re-
populating full-text catalogs
• Change Database
Compatibility Mode and Use
Query Store
Source: https://msdn.microsoft.com/en-us/library/bb933942.aspx
Query Stability
Upgrade to
SQL 2016 Move to 130 Monitor perf.
Run Query Store
Keep 110/120 CompatLevel and fix
(establish perf.
CompatLevel and unfreeze regressions with
baseline)
plans plan forcing
Freeze plans
(optional)
Replicated Databases
• SQL Server 2016 supports upgrading replicated databases
from previous versions of SQL Server
• Do not need to stop activity at other nodes while a node is
being upgraded
• Distributor can be any version >= Publisher version
• Publisher can be any version <= Distributor version
• Subscriber version depends on type of publication
Data Quality Services

• Back up DQS databases
before upgrading to
prevent data loss from
schema upgrade
• Need to use matching
versions Add-Ins for Excel
Source: https://msdn.microsoft.com/en-us/library/dn439769.aspx
Master Data Services MDS

• Back up MDS databases
before upgrading
• Warning customizations to
may be overwritten
• Need to use 2016 Web App,
extra steps to reuse IIS alias
• Need to use matching
versions Add-Ins for Excel
Source: https://msdn.microsoft.com/en-us/library/gg488708.aspx
Integration Services (SSIS)

• Run Upgrade Advisor to catch discontinued features like DTS
• Upgrade does not migrate existing packages – need to
migrate packages afterward service upgrade completes
• Upgrade packages with SSIS Package Upgrade Wizard
• Developers can upgrade 2012/2014 projects to 2016 without
manual adjustments after upgrade
• Admins need to run DCOM Configuration to users access
Source: https://msdn.microsoft.com/en-us/library/cc879336.aspx ,
https://msdn.microsoft.com/en-us/library/cc280547.aspx
Analysis Services (SSAS)

• Run Upgrade Advisor to catch discontinued features
• Review SQL Server 2016 Release Notes known issues
• Backup all SSAS databases then attach or restore
• To upgrade Tabular model, use 2016 SQL Server Data Tools (SSDT) to
change the Compatibility Level – do not use SSMS
• Identify a subset of reports and queries to confirm performance

• Run DBCC to check database integrity
Source https://msdn.microsoft.com/en-us/library/ms143686.aspx
https://msdn.microsoft.com/en-us/library/bb522607.aspx
Reporting Services (SSRS)

• Read about upgrading reports
• Use System Configuration Checker
(SCC) to scan the report server
• Back up your encryption keys,
report server databases,
configuration files and any
customizations to IIS
• Use SSRS Configuration Manager to
add servers to a scale-out upgrade
Source: https://msdn.microsoft.com/en-us/library/ms143747(v=sql.130).aspx
https://msdn.microsoft.com/en-us/library/ms143674.aspx
SharePoint 2016 + SQL Server BI
Source: https://msdn.microsoft.com/en-us/library/ee210646.aspx
SharePoint 2016 BI Key Points

• Excel Services are now part
of Excel Online 2016
• Office Online Server is a
mandatory server
• Configure Excel Online via
PowerShell
• New architecture enables
substantial benefits
.
2016 desktop
Reporting Services (SSRS) Power Pivot for SP
Services client
To enable
This SharePoint
combination BI features,
won’t be
Server 2016 This
This
SQL combination
Workbooks created
combination
add-ons must is
in
will
be not
previous
support
2016 version
supported
recommended.
versions because
of Excel It has
desktopWAC13
limiteddoes
client can
basic Excel Online functionality
View/Edit workbook with or w/o data not
be integrate
support forvia
utilized with
Excel
MS either
2016
BI Stack SSAS
workbooks
2016. or
model including Data Model and external
the
and SharePoint
other BI add-ons.
limitations*.
OLAP/Tabular Recommended
data access (refresh,upgrade
OLAP, sequence
Tabular).
interactivity
It won’t support SharePoint BI
Refresh workbook Customers
Customers are
are advised
advised to
to
Online Server (OOS) 2016 features because they don’t
upgrade
upgrade their WAC servers prior
to to
integratetheir
with AS servers prior
OOS16.
Use data model; Use Power View their
otherSharePoint servers.
servers in the stack.
SSAS Server 2016
(in PP4SP mode, for model processing)
Refresh data model
SSAS SSAS Other

MS SQL DB
Tabular DB OLAP DB Data Sources
Critical Upgrade Notes

• Deploy Complete SharePoint 2016 + SQL 2016 BI Stack
• Access external data without upgrading SharePoint Server
• Upgrade the stack bottom-up
• Recommended upgrade BI Stack sequence is
– 1) SSAS 2016
– 2) Office Online Server
– 3) SharePoint 2016
– 4) SQL Server add-ons for SP 2016
• 2016 is backward-compatible with Excel clients
Additional Resources
• Upgrade Advisor - https://www.microsoft.com/en-us/download/details.aspx?id=48119
• Product Team Upgrade Video - https://www.youtube.com/watch?v=ZF3AU6ydBF4
• SQL Server - https://msdn.microsoft.com/en-us/library/bb677622.aspx
• Analysis Services - https://msdn.microsoft.com/en-us/library/ms143686.aspx
• Reporting Services - https://msdn.microsoft.com/en-us/library/ms143747(v=sql.130).aspx
• Deprecated Features - https://msdn.microsoft.com/en-us/library/ms143729(SQL.130).aspx
• SQL Server 2014 Upgrade Technical Guide (Note: 2016 not yet published)
http://download.microsoft.com/download/7/1/5/715BDFA7-51B6-4D7B-AF17-
61E78C7E538F/SQL_Server_2014_Upgrade_technical_guide.pdf
• Community Blogs - https://www.mssqltips.com/sqlservertip/3688/prepare-for-an-upgrade-
with-the-sql-server-2016-upgrade-advisor/
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SQL Server 2016 Business Intelligence Upgrade Planning

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SQL Server 2016 Business Intelligence Upgrade Planning

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SQL Server 2016

About the Speaker

• ~20 years of industry experience

Best Practices Analyzer

Allowable Upgrade Paths

Developing an Upgrade Plan

Data Quality Services

Master Data Services MDS

Integration Services (SSIS)

Analysis Services (SSAS)

• Identify a subset of reports and queries to confirm performance

Reporting Services (SSRS)

SharePoint 2016 + SQL Server BI

SharePoint 2016 BI Key Points

SSAS SSAS Other

Critical Upgrade Notes

Session Select this session from the list and rate it

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