New Oracle to Postgres Migration Guide for Azure

Published Jan 15 2021 09:55 AM 14.2K Views
Microsoft

I am super thrilled to roll out a new (and detailed) migration guide for those of you who are migrating your Oracle workloads to our Azure Database for PostgreSQL managed database service.

 

Heterogenous database migrations, such as moving from Oracle to PostgreSQL, are hard, multi-step projects—especially for complex applications. Now, why are so many teams migrating their Oracle workloads to Postgres these days? This article from Stratoscale explains why there is an increasing demand for these migrations and is one of my favorite posts. I highly recommend a thorough read to get a feel of our industry’s current stand on this topic. To summarize, some of the top reasons that teams are migrating from Oracle to Postgres include: cost savings; decision to transition to an open source culture; and a desire to improve efficiency by modernizing workloads and moving to the public cloud.

 

If you’re modernizing your entire workload (rather than just your database tier), then you’re probably looking to migrate all your dependencies—front-end apps, middleware components, etc.—so you can garner the advantages of moving to the cloud. From our experience, these tough migration challenges can be solved only by a combination of people—specifically, in-house migration experts—processes, such as pre-migration, migration, and post-migration to-dos/checklists—and technology, including tools to automate the migration.

 

With the new Oracle to Azure Database for PostgreSQL migration guide, we dive deep into this problem space to give you the best practices you'll need to manage your database migration. You'll also get a 360° view—across the people, process, and tools aspects—into what you can expect from an Oracle to Postgres migration journey.

 

Trio-of-elephants-for-Oracle-to_Postgres-migration-guide-blog-1-1920x1080.jpg

 

In this four-part blog series, we’ll dive into the following aspects of Oracle to PostgreSQL migrations:

  1. Process – The journey map of an Oracle to PostgreSQL migration, and how it ties into this new migration guide
  2. Storage objects – Migrating database objects such as tables, constraints, indexes, etc.
  3. Code objects – Migrating database code objects (stored procedures, functions, triggers, etc.) and
  4. Feature Emulations – Emulating various Oracle features in PostgreSQL

Before we dive into the contents of the migration guide and see how it can help you, let’s take a look at what happens in a typical Oracle to PostgreSQL migration. Also, note that the journey map by itself applies for migrations to all deployment options offered by Azure Database for PostgreSQL (Single Server, Flexible Server, and Hyperscale (Citus)). While this migration guide is focused on moving from Oracle to our managed Postgres service on Azure—aka Azure Database for PostgreSQL—you will probably find this migration guide useful, even if you are migrating from Oracle to self-managed Postgres deployments. (We want to live and breathe open source :smile:).  

Figure 1: Depiction of the 8 steps in the end-to-end journey of an Oracle to PostgreSQL migration.Figure 1: Depiction of the 8 steps in the end-to-end journey of an Oracle to PostgreSQL migration.

 

The first 2 steps in the Oracle to Postgres migration journey: Evaluate and Discover

An important first step in approaching these migrations is to know what existing workloads you have and evaluate whether you need to do the migration at all. From our experience, those of you who choose to migrate from Oracle to Postgres do so for a bunch of different reasons as mentioned above.

 

After you have evaluated why you want to migrate, discovering which workloads to migrate is the next step. You can discover workloads with a combination of tools and people who understand the full stack—both your application and your database. Given migrations are done for the full stack, it is also important for you to understand the dependencies between applications and databases in the portfolio. Discovering all possible workloads will help you to:

  • Understand scope of the migration
  • Evaluate migration strategies
  • Assess engagement strategies
  • Recognize opportunities to improve

This exercise will also clearly help you understand if certain workloads will need to remain in Oracle for various reasons. If that is the case, the good news is that you can still move your Oracle workloads to Azure and run Oracle applications on Azure.  

 

Step 3 is all about assessing the workload & planning your migration

Once you have pinpointed which workloads are candidates for migration to PostgreSQL, and have a good idea of the dependencies—the next logical step is to assess the overall cost/effort of your Oracle to Postgres migration.

 

A fleet-wide analysis of your workloads with a cost model for the database migration will show how easy or difficult each migration will be. You might be wondering where this cost model is going to come from? It's not easy to generate in some instances, I admit, but the good news is that there is a dedicated chapter on “Migration Effort Estimation” in the guide.

 

The cost model you create will help you to decide on which workloads to start migrating—or at least, which workloads to migrate first. At that point, all the details you collected in the earlier Evaluation step will help you to assess:

  • Fit – If your workload can really run in Postgres
  • Automation – Tools to use for the end-to-end database migration
  • Execute – Choose whether you want to do the migration yourself or engage with some of our awesome partners who do these Oracle to Postgres migrations day-in and day-out

Overall, this planning process puts you on the path to move successfully to PostgreSQL in the cloud. It enables your team to be productive throughout the migration and operate with ease once complete.

 

Step 4 starts the conversion process and creates a target environment in Postgres

While your developers, database administrators, and PMs may be involved in the initial assessment and planning stages, the conversion process is where technical teamwork is in full swing. In the case of heterogeneous database migrations from Oracle to Azure Database for PostgreSQL, you will need to:

 

  • Convert schema and objects: Convert your source database schema and database code objects such as views, stored procedures, functions, indexes, etc. to a format compatible with Postgres.
  • Convert SQL: If an ORM library (such as Hibernate, Doctrine, etc.) is not being used, you will need to scan application source code for embedded SQL statements and convert them to a format compatible with Postgres.
  • Understand exceptions: Understand which objects from the database source and application code could not be parsed and converted.
  • Track all the changes: Centrally track all conversions, emulations, or substitutions so they can be reused across all the workloads you migrate from Oracle to PostgreSQL, both currently and in the future.

After the conversion process is complete, step 5 kicks in: validate & test. You will need to ensure that the converted objects in your app or your database undergo thorough testing to ensure functional correctness in the new Postgres environment. You also need to make sure the new Postgres environment meets the performance and SLA requirements of your workload, end-to-end.

 

Step 6 is when you Migrate data, and in Step 7 you validate the full workload stack

When you reach this stage in the Oracle to Postgres migration, you will have a converted and tested Postgres environment you can migrate into. Your technical teams, who understand different aspects of the databases currently being used, prepare for data migration. Your teams will work to understand other requirements such as downtime—and will plan for special considerations such as the need for bi-directional replication—as well as identify tools/services to migrate data.

 

Typically, to migrate data, you will use logical replication capabilities in Oracle to move initial data and ongoing changes to Postgres. Logical replication is one of the only ways to perform heterogeneous migrations. You can also validate data and test the full stack by taking an instance of your new Postgres database at a given point in time, restored from an Azure Database for PostgreSQL point in time snapshot. Once you have taken this point in time snapshot of your Postgres target database, you can run an instance of the application on the restored snapshot, to check for performance issues and data validity. This testing process ensures everything from functionality correctness to performance requirement baselines is ready, and a cutover can be scheduled.

 

Step 8 is when you Cutover your workload to use Postgres

On cutover day, for unidirectional replication scenarios, writes from the application are stopped. Writes are stopped in order to let the Postgres database fully catch up, until the overall logical replication latency from Oracle to Postgres is zero. All your migration jobs are stopped once the target is fully caught up and validated.

 

For applications interfacing with an ORM layer, the Oracle database connection string is changed to point to the new Postgres database, and writes are resumed to complete cutover. For applications that were rearchitected, the new instance of the application now takes up production traffic pointing to the new Postgres database. All code deployment best practices in the cloud need to be followed in this step. The rollback infrastructure should also be in place with clear instructions on steps to rollback along with criteria. Your team should be well trained and ready to operate on the new infrastructure before cutover is complete.

 

As you can see, the process is pretty involved and requires proper planning to utilize a combination of people + process + tools to be successful.

 

Despite the effort taken to do these tough migrations, I want to re-emphasize that there are so very many benefits to moving your Oracle workloads to Postgres in the cloud. Given the importance of these database migrations and our experience helping many of you to navigate this landscape, we wanted to give back to the community and thus the idea behind the Oracle to Azure Database for PostgreSQL migration guide was born.

 

Welcome to the new Oracle to Azure Database for PostgreSQL Migration Guide

From our experience working with those of you who have already done an Oracle to Postgres migration—specifically migrations to our Azure Database for PostgreSQL managed service—people spend more than 60% of the entire migration project in the conversion (step 4) and migration (step 6) phases described in the journey map above.

 

And as you probably already know, there are already some outstanding open source tools such as Ora2Pg available in the Postgres community. These tools help plan, convert, and perform these migrations at scale. However, some Oracle features will still need manual intervention to ensure the conversion was done as expected. To help you with this challenge, we created this Oracle to Postgres guide—based on our Azure team’s experience helping teams navigate this landscape of migrating their Oracle workloads into Azure Database for PostgreSQL.

 

The details given in our new migration guide apply fully for migrations to self-managed Postgres as well as our Single Server/Flexible Server deployment options for Azure Database for PostgreSQL. A subset of the best practices discussed in this guide apply to Oracle migrations into our Hyperscale (Citus) deployment option as well. If you’d like to dive deeper into the specifics of Hyperscale (Citus) as a potential target platform for your Oracle workloads, feel free to reach out to us to discuss specifics.

 

Our goals in creating this Oracle to Postgres migration guide were to give you:

  • Go-to, definitive resource: Record all ideas, gotchas, and best practices in one place.
  • Best practices: Walk through the best practices of setting up the infrastructure to pull off migrations at scale.
  • Feature-by-feature guidance: For each feature in Oracle, provide best practice examples (with code snippets) for their use in Oracle and guidance on how that feature will work in PostgreSQL.
  • Postgres version comparisons: Show how PostgreSQL is evolving and show a comparison between PostgreSQL 11 vs. 12 vs. 13 to help you make good decisions from a migration standpoint.
  • What to expect from Ora2pg: Dive deep into the general migration complexity of each Oracle feature with the Ora2pg automation capability, so you know what to expect when you use Ora2pg to plan your migration.

Fair warning, folks :lol:: All this work resulted in a 300+ page guide that walks you through multiple facets of an Oracle to PostgreSQL conversion and migration.

 

I know, that sounds looooong. However, the good news is that we put a lot of thought into the structure of our Oracle to Postgres migration guide to make it easy to look things up and easy to navigate. You don’t need to read through all pages to get value out of the guide. Based on where you are in your migration journey, you can easily navigate to specific chapters within the guide, get the info you need, and move on to next steps.

 

Here are a few screenshots of different parts of the Oracle to Postgres migration guide to give you a visual on the content –

 

Figure 2: Migration Guide Summary TableFigure 2: Migration Guide Summary Table

Figure 3: Consume content and go back to summary table for the next lookup.Figure 3: Consume content and go back to summary table for the next lookup.

 

Are you ready to migrate from Oracle to Postgres?

Now that you have a good overview of the journey, go ahead, and check out our Oracle to Postgres migration guide. If you would like to chat with us about migrations to PostgreSQL in general, or have questions on our PostgreSQL managed service, you can always reach out to our product team via email at Ask AzureDB for PostgreSQL. I also love all the updates on our Twitter handle (@AzureDBPostgres) and would recommend following us for more Postgres news and updates. We would love to hear from you. Happy learning. :smile:

 

2 Comments
Occasional Visitor

Great resources Arun.

Microsoft

Well structured document , useful read !! Well Done Arun !!

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‎Jan 15 2021 04:28 PM
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