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Database Migration Checklist: Ensuring a Smooth Transition

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This guide outlines the essential steps and considerations for migrating your database. 
 

What is this feature, and what situation does it address?

This document provides a comprehensive checklist for preparing, executing, and finalizing a database migration. It's designed to help you smoothly transition your existing database to a new server or upgrade your MySQL version, ensuring data integrity and minimal downtime.
 

Why do you need this?

Migrating your database is crucial for:

  • Security: Newer versions typically include important security patches and improvements, protecting your data.
  • System Upgrades: Moving to a new server might be necessary due to hardware upgrades, infrastructure changes, or to consolidate resources.
  • Preventing Data Loss: Following a structured checklist minimizes risks and helps prevent potential data loss during the migration process.
     

Prerequisites and Audience

  • Audience: This guide is intended for both technical users (e.g., IT administrators, database administrators) who will perform the migration and general users (e.g., project managers, business users) who need to understand the process and its implications.
  • Admin Rights: Administrator rights on both the source (old) and target (new) servers are essential.
  • Software Access: Access to specific tools like Buymanager, MySQL Workbench, and Windows Task Scheduler is required.
  • Customer IT Collaboration: Close collaboration with the customer's IT department is crucial for server access, space allocation, and understanding their specific environment.

 

 

How It Works: Your Step-by-Step Guide to Database Migration

 

Phase 1: Planning & Assessment - Checklist

Before starting, it's vital to gather information about the current database environment: 

  1. Identify Databases for Transfer:
    • Action: Open Buymanager and use the drop-down list to identify all databases that need to be transferred (e.g., Test, Training, Nego, Production).

    • Why: This helps in estimating the scope and complexity of the migration.
       


       

  2. Assess Database Size:
    • Action: Determine the size of your database(s). This directly impacts how long the backup will take.
    • How to find the size:
      • Step 1: Find the install path. Open MySQL Workbench, go to Options File, and look for datadi

  • Default Path Example: C:/ProgramData/MySQL/MySQL Server 5.7 (or 8.4)/Data

  • Step 2: Check the size.  Navigate to the identified path and check the size of the database folder in Priorities

     

3. Verify Available Server Space:

  • Action: Check the free space on the server where the database is currently located. You'll need at least three times the size of your database in free space for a smooth migration.
  • Action: Same goes for the new server

  • How to check: Go to My PC (or This PC) and check the available space on the relevant drive (e.g., C:, D:, E:).


4. Identify Other Running Tools/Scripts:

  • Action: Check for any specific tools, backup utilities, or scheduled tasks that might be running on the server and are link to your use of Buymanager  (e.g., ConnecteurAinsi.exe). Double-check with your IT team for a complete list. 
  • How to check for scheduled tasks: Open Windows Task Scheduler to see if other software or scripts are running automatically.
  • Why this is important: We need to ensure these don't interfere with the migration or need to be reconfigured afterward.

 

 

 

Phase 2: Preparation & Coordination

  1. Schedule Migration:
    • Informed your user of the day the migration is planned. Indeed, the user should not be using Buymanager during the migration. 
      Important Note for Users: Once the database is extracted for migration, please do not use Buymanager. Any changes made after extraction will not be included in the migrated database.
  2. Confirm Server Space (Again!):
    • Action: Reconfirm with your IT team that both the old and new servers have sufficient space. Remember, we need at least three times the database size. 
  3. Secure Administrator Credentials:
    • Action:  Be sure to have all administrator account rights for both the old and new servers. This is crucial for performing the migration steps.
  4. Optional: Software Version Check:

    • Action: Verify if you need the newest versions of Excel and Outlook installed on the new server. This is a good opportunity to upgrade these if needed.

       

Phase 3: Perform the migration

  1. Current Database backup:

  2. Installation MySQL and Buymanager: 

    • Install MySQL and Buymanager on the new server: 
      • see our article here Install MySQL 
      • see our article here Install Buymanager 

     

  3. Import New Database: 
  4. Verify the connection and data: 
    • Start, stop and restart server connection from MySQL 

  • Open Buymanager, open a deal, open a costing or sub-deal. Are all pricing/ data available as they should ? 



 

Common Errors & Resolutions: 

  1. Server isn´t connecting / restarting
    • Verify the port use: on Buymanager 

 

 

 

 

 

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