sql server 2012 upgrade technical reference guide white paper

SQL Server 2012 Upgrade Technical Guide Writers: Ron Talmage, Nigel Sammy, Allan Hirt, Herbert Albert, Antonio Soto, Danilo Dominici, Régis Baccaro, Milos Radivojevic, Jesús Gil, Dejan Sarka, Johan Åhlén, Simran Jindal, Paul Turley, Craig Utley, Larry Barnes, Pablo Ahumada Technical Reviewer: Erick Ellis, Sarah McDevitt, Michael Rys, Mahadevan Venkatraman, Chaitanya Medikonduri, Robert Hutchison, Ed Katibah, Milan Stojic, RobAnn Mateja, Umachandar Jayachandran, Jan Engelsberg, Miles Trochesset, Tobias Ternstrom, Wee Hyong Tok, Nathaniel Scharer, Krzysztof Kozielczyk, Edward Melomed, Heidi Steen, Jack Richins, Gregory Leake, T.K. Anand, Sanjay Nagamangalam, Daryush Laqab, Syam Kumar Nair, Joe Yong, Darmadi Komo Published: May 2012 Applies to: SQL Server 2012 Summary: This technical guide takes you through the essentials for upgrading SQL Server 2005, SQL Server 2008, and SQL Server 2008 R2 instances to SQL Server 2012. 2 SQL Server 2012 Upgrade Technical Guide Copyright This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. © 2012 Microsoft Corporation. All rights reserved. 3 SQL Server 2012 Upgrade Technical Guide Contents SQL Server 2012 Upgrade Technical Guide 1 Copyright 2 Introduction 17 Chapter 1: Upgrade Planning and Deployment 18 Introduction 18 Feature Changes in SQL Server 2012 18 Upgrading SQL Server 2008 to SQL Server 2008 R2 19 Preparing to Upgrade 20 Upgrade Strategies 20 Upgrade Tools 36 SQL Server 2012 Setup 42 Allowable Upgrade Paths 48 Application and Connection Requirements 55 Upgrading Applications that Use the .NET Framework 56 Plan for Backups 58 Upgrading Both Windows and SQL Server 59 Upgrading Multiple Instances 61 Upgrading Very Large Databases 62 Upgrading High Availability Servers 62 Minimizing Upgrade Downtime 62 Developing an Upgrade Plan 64 Treat the Upgrade as an IT Project 64 Minimize Variables Involved in the Upgrade 68 Create Upgrade Checklists 71 Test the Upgrade Plan 72 Develop Acceptance Criteria and Rollback Steps 75 Post-Upgrade Tasks 76 Integrate the New Instance into Its New Environment 76 4 SQL Server 2012 Upgrade Technical Guide Determine Application Acceptance 77 Run the SQL Server 2012 Best Practices Analyzer 77 Troubleshooting an Upgrade 77 Decommission and Uninstall After a Side-by-Side or New Hardware Upgrade 78 Considerations for Upgrading without a DBA 79 Conclusion 81 Additional References 81 Chapter 2: Management Tools 82 Introduction 82 Feature Changes in SQL Server 2012 Management Tools 82 Changes in SSMS 82 Database Engine Tuning Advisor 85 Changes in SQL Server Configuration Manager 85 Changes in SQL Server Profiler 85 Preparing to Upgrade 86 Deprecated Features 86 Discontinued Functionality 86 Breaking Changes 87 Behavior Changes 87 Upgrade Tools 88 64-Bit Considerations 88 Known Issues and Workarounds 89 SQL Server Agent 89 In-Place and Side-By-Side Upgrade 90 Upgrading from SQL Server 2005 91 Upgrading from SQL Server 2008/2008 R2 92 Project Files 92 Post-Upgrade Tasks 92 Database Maintenance Plans 93 Database Diagrams 93 5 SQL Server 2012 Upgrade Technical Guide Conclusion 94 Additional References 94 Chapter 3: Relational Databases 95 Introduction 95 Relational Database Configurations 95 Upgrade Considerations 96 Full-Text Search 97 What Can Be Upgraded? 98 What Cannot Be Upgraded? 99 In-Place Upgrade vs. Side-by-Side Upgrade 101 In-Place Upgrade 101 Side-by-Side Upgrade 101 Evaluating Potential Upgrade Issues 108 Deprecated Features 108 Discontinued Functionality 108 Breaking Changes 109 Behavior Changes 111 Preparing for an Upgrade 111 Preparing for an In-Place Upgrade 112 Preparing for a Side-by-Side Upgrade 116 Performing an Upgrade 117 Performing an In-Place Upgrade 117 Performing a Side-By-Side Upgrade 118 Post-Upgrade Tasks 120 In-Place Upgrade 120 Side-by-Side Upgrade 121 General Post-Upgrade Tasks 121 Use Plan Hints 122 Important Information About Query Plans 123 Connecting Client Applications to SQL Server 2012 123 6 SQL Server 2012 Upgrade Technical Guide Conclusion 124 Additional References 124 Chapter 4: High Availability 126 Introduction 126 Preparing to Upgrade 126 In-Place Upgrade 126 Side-by-Side Upgrade on the Same Standalone Server or Cluster 127 Side-by-Side Upgrade to a Separate Standalone Server or Cluster 129 Decommissioning and Disabling the Original Instance or Database in a Side-by-Side Upgrade 130 Methods for Side-by-Side Upgrades to a Separate Server or Cluster 130 Which SQL Server Upgrade Method Should You Use? 133 Minimizing Downtime During the Upgrade 133 Prepare for SQL Server 2012 133 Devise an Upgrade Plan 135 Test the Upgrade Plan 137 Prepare Servers and Instances for SQL Server 2012 138 Upgrading Failover Cluster Instances 142 Feature Changes in SQL Server 2012 Failover Clustering 142 Operating System Versions and SQL Server 2012 Failover Clustering 143 Considerations for Upgrading a SQL Server 2005 Failover Cluster to SQL Server 2012 147 Considerations for Upgrading SQL Server 2008 or SQL Server 2008 R2 to SQL Server 2012 149 Considerations for Upgrading a Pre-Release Version of SQL Server 2012 to RTM 149 Upgrading a Failover Clustering Instance to SQL Server 2012 150 Additional References for Clustering Upgrades 171 Upgrading Mirrored Databases 171 Feature Changes in SQL Server 2008 R2 Database Mirroring 171 In-Place Upgrade 172 Side-by-Side Upgrade to a New Server 175 Additional References for Upgrading with Mirrored Databases 177 7 SQL Server 2012 Upgrade Technical Guide Upgrading Log Shipped Databases 177 Feature Changes in SQL Server 2012 Log Shipping 177 Log Shipping Upgrade Scenarios 177 Upgrading with Multiple Secondaries 178 Steps to Upgrade Log Shipping without a Role Change 178 Steps to Upgrade Log Shipping with a Role Change 181 Steps to Upgrade Side-by-Side to a New Server or Cluster 184 Additional References for Upgrading Log Shipping 186 Upgrading Replicated Databases 186 Feature Changes in SQL Server 2012 Replication 186 Planning an Upgrade with Replication 186 In-Place Upgrade 188 Side-by-Side Upgrade to a New Server or Cluster 192 Additional Information for Upgrading Replicated Databases 194 Conclusion 194 Additional References 195 Chapter 5: Database Security 196 Introduction 196 New Security Features 196 New Configuration Tools 197 Configuring Services and Connections 198 Service Account Security 199 Configuring Features 200 SQL Server Audit 201 Preparing to Upgrade 202 Deprecated Features 202 Discontinued Features 204 Breaking Changes 205 Behavior Changes 205 Pre-Upgrade Security Tasks 206 8 SQL Server 2012 Upgrade Technical Guide Upgrading to SQL Server 2012 207 In-Place Upgrade 207 Side-by-Side Upgrade 208 Post-Upgrade Security Tasks 209 Post-Upgrade Security Testing 209 Conclusion 210 Additional References 210 Chapter 6: Full-Text Search 211 Introduction 211 Preparing to Upgrade 211 Deprecated Features 212 Breaking Changes 212 Behavior Changes 212 Running Upgrade Advisor 213 Preparing for a Possible Rollback 213 Upgrading a Full-Text-Enabled Database 214 In-Place Upgrade 214 Side-by-Side Upgrade 216 Post-Upgrade Tasks 219 Using Customized Noise-Word Files from a Previous SQL Server Version 219 Conclusion 220 Additional References 220 Chapter 7: Service Broker 221 Introduction 221 Feature Changes 221 Preparing to Upgrade 222 Disk Space Requirements 222 Upgrade Tools 223 64-bit Considerations 224 9 SQL Server 2012 Upgrade Technical Guide Upgrading from SQL Server 2005/2008/2008 R2 224 In-Place Upgrade 224 Side-by-Side Upgrade 225 Post-Upgrade Tasks 226 Restoring Settings 226 Routing Changes 226 Implementing Conversation Priorities 227 Conclusion 227 Additional References 228 Chapter 8: SQL Server Express 229 Introduction 229 LocalDB 229 Feature Changes 230 Preparing to Upgrade 231 Deprecated Features 233 Discontinued Functionality 233 Breaking Changes 233 Behavior Changes 233 Upgrade Tools 234 64-Bit Considerations 235 SQL Server 2012 Express Packages 235 System Requirements for SQL Server 2012 Express 236 Upgrading from SQL Server 2000 (MSDE) 241 Upgrading to SQL Server 2012 Express 241 In-Place Upgrade 241 Side-by-Side Upgrade 241 Post-Upgrade Tasks 243 Upgrading to LocalDB 243 Upgrading to Other Editions of SQL Server 2012 244 Upgrading to the SQL Server 2012 Web Edition 245 10 SQL Server 2012 Upgrade Technical Guide Upgrading to SQL Server 2012 Standard Edition 246 Conclusion 246 Additional References 247 Chapter 9: SQL Server Data Tools 248 Introduction 248 Preparing to Upgrade 248 Upgrading Visual Studio 2010 Database Projects to SSDT 248 Breaking and Behavior Changes 250 SQL Server Database Project Template 250 Schema Definition Files 250 Schema Comparison Files 251 SQLCMD Variable Definitions 251 Server Logins 252 Other Breaking and Behavior Changes 252 Pre-Upgrade Tasks 253 Convert .dbschema Files to .dacpac Files 253 Convert SQLCMD Variable Definitions 253 Post-Upgrade tasks 255 Change the Debugging Instance for Full-Text Search 255 Correct Linked Server Definitions That Use SQLCMD Variables 255 Additional References 256 Chapter 10: Transact-SQL Queries 257 Introduction 257 Preparing to Upgrade 257 Backup and Rollback Plan 258 Deprecated Features 258 Discontinued Features 260 Breaking Changes 262 Behavior Changes 267 Upgrade Tools 277 [...]... an upgrade/ operations team However, the benefits of this degree of control can often be worth the additional effort Upgrading SQL Server 2000 to SQL Server 2012 You cannot upgrade a SQL Server 2000 instance or database to SQL Server 2012  For an in-place upgrade, upgrade the SQL Server 2000 instance to SQL Server 2005, SQL Server 2008, or SQL Server 2008 R2 Then apply SQL Server 2012 Setup SQL Server. .. behavior of the SQL Server Native Client changes from SQL Server 2005 to SQL Server 2012 For more information, see Behavior Changes to SQL Server Features in SQL Server 2012 (http://msdn.microsoft.com/en-us/library/cc707785(v =sql. 110).aspx) in SQL Server 2012 Books Online SQL Server 2012 Upgrade Technical Guide 35 Upgrade Tools We have talked about the value of the SQL Server 2012 Upgrade Advisor several... method to upgrade to SQL Server 2012 on the same server as the legacy instance of SQL Server 2005, SQL Server 2008, or SQL Server 2008 R2 Figure 3 shows a side-by-side upgrade on the same server SQL Server 2012 Upgrade Technical Guide 23 Figure 3: Performing a side-by-side upgrade on the same server, leaving both instances running Whether a side-by-side upgrade is to a separate instance on the same server. .. SP  Upgrade to SQL Server 2005/2008/2008 R2  Upgrading from a Upgrade to SQL Server 2012 None—not supported Only possible with a side-by-side upgrade Upgrading from SQL None—not supported First Can be done in one direct upgrade by using Server 7.0 upgrade to SQL Server 2005 manual data transfer nonclustered legacy instance of SQL Server to a clustered instance of SQL Server 2012 and then to SQL Server. .. in-place upgrade Figure 1: In an in-place upgrade, SQL Server 2012 Setup replaces a legacy instance of SQL Server 2005, SQL Server 2008, or SQL Server 2008 R2 Note the following restrictions on an in-place upgrade:  SQL Server 2012 Setup requires that all SQL Server components be upgraded together Setup will detect all the components of the instance to be upgraded and will require that they all be upgraded... server as the target instance  Two servers: The new instance exists on a different server than the target instance In-Place Upgrade By using an in-place upgrade strategy, the SQL Server 2012 Setup program directly replaces an instance of SQL Server 2005, 2008, or 2008 R2 with a new instance of SQL SQL Server 2012 Upgrade Technical Guide 20 Server 2012 on the same x86 or x64 platform (An in-place upgrade. .. objects  SQL Server Analysis Services (SSAS) cubes  Configuration settings  Security settings  SQL Server Agent jobs  SQL Server Integration Services (SSIS) packages Here are the main steps that you must perform when doing a side-by-side upgrade of SQL Server 2005, SQL Server 2008, or SQL Server 2008 R2 to SQL Server 2012: 1 Install a separate instance of SQL Server 2012 on the legacy server or... assumed to be more accurate SQL Server 2012 Upgrade Technical Guide 17 Chapter 1: Upgrade Planning and Deployment Introduction This first chapter lays out the general guidelines for planning a successful upgrade to SQL Server 2012 These guidelines include upgrade strategies, test and rollback considerations, and upgrade tools This chapter also introduces you to the SQL Server 2012 Upgrade Advisor, a tool... (http://www.microsoft.com/sqlserver/en/us/editions.aspx) and download the SQL Server 2012 Product Guide (http://www.microsoft.com/enus/download/details.aspx?id=29418) Upgrading SQL Server 2008 to SQL Server 2008 R2 SQL Server 2008 R2 is a minor revision for most SQL Server 2008 components, with the exception of Reporting Services, failover clustering, and shared components such as the SQL Server Management Tools  SQL Server. .. SQL Server 2012 Upgrade a 32-bit version of SQL Server 2005/2008/2008 R2 to a 64-bit version of SQL Server 2012 Upgrade a 64-bit version of SQL Server 2005/2008/2008 R2 to a 32-bit version of SQL Server 2012 Target instance is SQL Transferring data to a new instance may be Server 2000 SP3a and faster than the three steps required: only one downtime  window is available Apply the required SQL Server . May 2012 Applies to: SQL Server 2012 Summary: This technical guide takes you through the essentials for upgrading SQL Server 2005, SQL Server 2008, and SQL Server 2008 R2 instances to SQL Server. internal, reference purposes. © 2012 Microsoft Corporation. All rights reserved. 3 SQL Server 2012 Upgrade Technical Guide Contents SQL Server 2012 Upgrade Technical Guide 1 Copyright. the SQL Server 2012 Web Edition 245 10 SQL Server 2012 Upgrade Technical Guide Upgrading to SQL Server 2012 Standard Edition 246 Conclusion 246 Additional References 247 Chapter 9: SQL