Data Transmission Service:Migrate data from a self-managed Oracle database to a PolarDB-X 2.0 instance

Prerequisites

• The version of the self-managed Oracle database is 9i, 10g, 11g, 12c, 18c, or 19c.

• Supplemental logging, including SUPPLEMENTAL_LOG_DATA_PK and SUPPLEMENTAL_LOG_DATA_UI, is enabled for the self-managed Oracle database. For more information, see Supplemental Logging.

• The self-managed Oracle database is running in ARCHIVELOG mode. Archived log files are accessible and a suitable retention period is set for archived log files. For more information, see Managing Archived Redo Log Files.

• The service port of the self-managed Oracle database is accessible over the Internet.

• The destination PolarDB-X 2.0 instance is created and the database engine of the instance is MySQL 5.x. For more information, see Create PolarDB-X instances.

• Databases are created in the destination PolarDB-X 2.0 instance based on ApsaraDB RDS for MySQL instances. DTS does not support PolarDB-X 2.0 databases that are created based on PolarDB for MySQL clusters.

• The available storage space of the ApsaraDB RDS for MySQL instances based on which databases are created in the destination PolarDB-X 2.0 instance is larger than the total size of the data in the self-managed Oracle database.

• Databases and tables are created in the destination PolarDB-X 2.0 instance based on the data types of tables to be migrated from the source self-managed Oracle database. Schema migration is not supported between Oracle databases and PolarDB-X 2.0 instances. For more information, see Create a database and Basic SQL operations.

  Note

  The data types of Oracle databases and PolarDB-X instances do not have one-to-one correspondence. You must define the corresponding data types in the destination PolarDB-X instance. For more information, see Data type mapping between heterogeneous databases.

Limits

• DTS uses read and write resources of the source and destination databases during full data migration. This may increase the loads of the database servers. If the database performance is unfavorable, the specification is low, or the data volume is large, database services may become unavailable. For example, DTS occupies a large amount of read and write resources in the following cases: a large number of slow SQL queries are performed on the source database, the tables have no primary keys, or a deadlock occurs in the destination database. Before you migrate data, evaluate the impact of data migration on the performance of the source and destination databases. We recommend that you migrate data during off-peak hours. For example, you can migrate data when the CPU utilization of the source and destination databases is less than 30%.
• The tables to be migrated in the source database must have PRIMARY KEY or UNIQUE constraints and all fields must be unique. Otherwise, the destination database may contain duplicate data records.
• If the self-managed Oracle database is deployed in a Real Application Cluster (RAC) architecture and is connected to DTS over an Alibaba Cloud virtual private cloud (VPC), you must connect the Single Client Access Name (SCAN) IP address of the Oracle RAC and the virtual IP address (VIP) of each node to the VPC and configure routes. The settings ensure that your DTS task can run as expected. For more information, see Connect a data center to DTS by using VPN Gateway.
  Important When you configure the source Oracle database in the DTS console, you can specify the SCAN IP address of the Oracle RAC as the database endpoint or IP address.

• If a data migration task fails, DTS automatically resumes the task. Before you switch your workloads to the destination instance, you must stop or release the data migration task. Otherwise, the data in the source database overwrites the data in the destination instance after the task is resumed.

• If a field in the source Oracle database contains an empty string of the VARCHAR2 type, which is evaluated as null in the Oracle database, and the corresponding field in the destination database has a NOT NULL constraint, the migration task fails.

• During schema migration, DTS migrates foreign keys from the source database to the destination database.
• During full data migration and incremental data migration, DTS temporarily disables the constraint check and cascade operations on foreign keys at the session level. If you perform the cascade and delete operations on the source database during data migration, data inconsistency may occur.

Billing

Migration types

• Full data migration
  DTS migrates the historical data of the objects from the source Oracle database to the destination PolarDB-X 1.0 instance.

  Note To ensure data consistency, we recommend that you do not write data to the self-managed Oracle database during full data migration.
• Incremental data migration
  DTS retrieves redo log files from the self-managed Oracle database. Then, DTS migrates incremental data from the self-managed Oracle database to the destination PolarDB-X 1.0 instance. Incremental data migration ensures service continuity when you migrate data from an Oracle database to a PolarDB-X 1.0 instance.

  Note The following SQL operations can be migrated during incremental data migration: INSERT, DELETE, and UPDATE operations. DDL operations cannot be migrated during incremental data migration.

Permissions required for database accounts

Enable logging and grant fine-grained permissions to an Oracle database account

1. Enable archive logging and supplemental logging.

   Type	Procedure
   Archive logging	Execute the following statements to enable archive logging: shutdown immediate; startup mount; alter database archivelog; alter database open; archive log list;
   Supplemental logging	Enable supplemental logging at the database or table level based on your business requirements. Note You can enable database-level supplemental logging to ensure the stability of Data Transmission Service (DTS) tasks. You can enable table-level supplemental logging to reduce the disk usage of the source Oracle database. Enable database-level supplemental logging Execute the following statement to enable minimal supplemental logging: alter database add supplemental log data; Execute the following statement to enable primary key and unique key supplemental logging at the database level: alter database add supplemental log data (primary key,unique index) columns; Enable table-level supplemental logging Execute the following statement to enable minimal supplemental logging: alter database add supplemental log data; Enable table-level supplemental logging by using one of the following methods: Enable primary key supplemental logging at the table level alter table table_name add supplemental log data (primary key) columns; Enable table-level supplemental logging for all columns alter table tb_name add supplemental log data (all) columns;
   Force logging	Execute the following statement to enable force logging: alter database force logging;

2. Grant fine-grained permissions to an Oracle database account.

   Oracle versions 9i to 11g Oracle versions 12c to 19c that use the multitenant architecture Oracle versions 12c to 19c that use a non-multitenant architecture

   # Create a database account named rdsdt_dtsacct and grant permissions to the account.
   create user rdsdt_dtsacct IDENTIFIED BY rdsdt_dtsacct;
   grant create session to rdsdt_dtsacct;
   grant connect to rdsdt_dtsacct;
   grant resource to rdsdt_dtsacct;
   grant execute on sys.dbms_logmnr to rdsdt_dtsacct;
   grant select on V_$LOGMNR_LOGS to rdsdt_dtsacct;
   grant select on  all_objects to rdsdt_dtsacct;
   grant select on  all_tab_cols to rdsdt_dtsacct;
   grant select on  dba_registry to rdsdt_dtsacct;
   grant select any table to rdsdt_dtsacct;
   grant select any transaction to rdsdt_dtsacct;
   -- v$log privileges
   grant select on v_$log to rdsdt_dtsacct;
   -- v$logfile privileges
   grant select on v_$logfile to rdsdt_dtsacct;
   -- v$archived_log privileges
   grant select on v_$archived_log to rdsdt_dtsacct;
   -- v$parameter privileges
   grant select on v_$parameter to rdsdt_dtsacct;
   -- v$database privileges
   grant select on v_$database to rdsdt_dtsacct;
   -- v$active_instances privileges
   grant select on v_$active_instances to rdsdt_dtsacct;
   -- v$instance privileges
   grant select on v_$instance to rdsdt_dtsacct;
   -- v$logmnr_contents privileges
   grant select on v_$logmnr_contents to rdsdt_dtsacct;
   -- system tables
   grant select on sys.USER$ to rdsdt_dtsacct;
   grant select on SYS.OBJ$ to rdsdt_dtsacct;
   grant select on SYS.COL$ to rdsdt_dtsacct;
   grant select on SYS.IND$ to rdsdt_dtsacct;
   grant select on SYS.ICOL$ to rdsdt_dtsacct;
   grant select on SYS.CDEF$ to rdsdt_dtsacct;
   grant select on SYS.CCOL$ to rdsdt_dtsacct;
   grant select on SYS.TABPART$ to rdsdt_dtsacct;
   grant select on SYS.TABSUBPART$ to rdsdt_dtsacct;
   grant select on SYS.TABCOMPART$ to rdsdt_dtsacct;
   grant select_catalog_role TO rdsdt_dtsacct;
   

   # Switch to the pluggable database (PDB). Create a database account named rdsdt_dtsacct and grant permissions to the account.
   ALTER SESSION SET container = ORCLPDB1;
   create user rdsdt_dtsacct IDENTIFIED BY rdsdt_dtsacct;
   grant create  session to rdsdt_dtsacct;
   grant connect  to rdsdt_dtsacct;
   grant resource to rdsdt_dtsacct;
   grant execute on sys.dbms_logmnr to rdsdt_dtsacct;
   grant select on  all_objects to rdsdt_dtsacct;
   grant select on  all_tab_cols to rdsdt_dtsacct;
   grant select on  dba_registry to rdsdt_dtsacct;
   grant select any table to rdsdt_dtsacct;
   grant select any transaction to rdsdt_dtsacct;
   -- v$log privileges
   grant select on v_$log to rdsdt_dtsacct;
   -- v$logfile privileges
   grant select on v_$logfile to rdsdt_dtsacct;
   -- v$archived_log privileges
   grant select on v_$archived_log to rdsdt_dtsacct;
   -- v$parameter privileges
   grant select on v_$parameter to rdsdt_dtsacct;
   -- v$database privileges
   grant select on v_$database to rdsdt_dtsacct;
   -- v$active_instances privileges
   grant select on v_$active_instances to rdsdt_dtsacct;
   -- v$instance privileges
   grant select on v_$instance to rdsdt_dtsacct;
   -- v$logmnr_contents privileges
   grant select on v_$logmnr_contents to rdsdt_dtsacct;
   grant select on sys.USER$ to rdsdt_dtsacct;
   grant select on SYS.OBJ$ to rdsdt_dtsacct;
   grant select on SYS.COL$ to rdsdt_dtsacct;
   grant select on SYS.IND$ to rdsdt_dtsacct;
   grant select on SYS.ICOL$ to rdsdt_dtsacct;
   grant select on SYS.CDEF$ to rdsdt_dtsacct;
   grant select on SYS.CCOL$ to rdsdt_dtsacct;
   grant select on SYS.TABPART$ to rdsdt_dtsacct;
   grant select on SYS.TABSUBPART$ to rdsdt_dtsacct;
   grant select on SYS.TABCOMPART$ to rdsdt_dtsacct;
   -- V$PDBS privileges
   grant select on V_$PDBS to rdsdt_dtsacct;
   grant select on v$database to rdsdt_dtsacct;
   grant select on dba_objects to rdsdt_dtsacct;
   grant select on DBA_TAB_COMMENTS to rdsdt_dtsacct;
   grant select on dba_tab_cols to rdsdt_dtsacct;
   grant select_catalog_role TO rdsdt_dtsacct;
   
   # Switch to the CDB$ROOT, which is the root container of the container database (CDB). Create a database account and grant permissions to the account.
   ALTER SESSION SET container = CDB$ROOT;
   # Create a database account named rdsdt_dtsacct and grant permissions to the account. You must modify the default parameters of the Oracle database. 
   alter session set "_ORACLE_SCRIPT"=true;
   create user rdsdt_dtsacct IDENTIFIED BY rdsdt_dtsacct;
   grant create session to rdsdt_dtsacct;
   grant connect to rdsdt_dtsacct;
   grant select on v_$logmnr_contents to rdsdt_dtsacct;
   grant LOGMINING TO rdsdt_dtsacct;
   grant EXECUTE_CATALOG_ROLE to rdsdt_dtsacct;
   grant execute on sys.dbms_logmnr to rdsdt_dtsacct;
   

   # Create a database account named rdsdt_dtsacct and grant permissions to the account.
   create user rdsdt_dtsacct IDENTIFIED BY rdsdt_dtsacct;
   grant create  session to rdsdt_dtsacct;
   grant connect  to rdsdt_dtsacct;
   grant resource to rdsdt_dtsacct;
   grant select on V_$LOGMNR_LOGS to rdsdt_dtsacct;
   grant select on  all_objects to rdsdt_dtsacct;
   grant select on  all_tab_cols to rdsdt_dtsacct;
   grant select on  dba_registry to rdsdt_dtsacct;
   grant select any table to rdsdt_dtsacct;
   grant select any transaction to rdsdt_dtsacct;
   grant select on v$database to rdsdt_dtsacct;
   grant select on dba_objects to rdsdt_dtsacct;
   grant select on DBA_TAB_COMMENTS to rdsdt_dtsacct;
   grant select on dba_tab_cols to rdsdt_dtsacct;
   -- v$log privileges
   grant select on v_$log to rdsdt_dtsacct;
   -- v$logfile privileges
   grant select on v_$logfile to rdsdt_dtsacct;
   -- v$archived_log privileges
   grant select on v_$archived_log to rdsdt_dtsacct;
   -- v$parameter privileges
   grant select on v_$parameter to rdsdt_dtsacct;
   -- v$database privileges
   grant select on v_$database to rdsdt_dtsacct;
   -- v$active_instances privileges
   grant select on v_$active_instances to rdsdt_dtsacct;
   -- v$instance privileges
   grant select on v_$instance to rdsdt_dtsacct;
   -- v$logmnr_contents privileges
   grant select on v_$logmnr_contents to rdsdt_dtsacct;
   grant select on sys.USER$ to rdsdt_dtsacct;
   grant select on SYS.OBJ$ to rdsdt_dtsacct;
   grant select on SYS.COL$ to rdsdt_dtsacct;
   grant select on SYS.IND$ to rdsdt_dtsacct;
   grant select on SYS.ICOL$ to rdsdt_dtsacct;
   grant select on SYS.CDEF$ to rdsdt_dtsacct;
   grant select on SYS.CCOL$ to rdsdt_dtsacct;
   grant select on SYS.TABPART$ to rdsdt_dtsacct;
   grant select on SYS.TABSUBPART$ to rdsdt_dtsacct;
   grant select on SYS.TABCOMPART$ to rdsdt_dtsacct;
   grant LOGMINING TO rdsdt_dtsacct;
   grant EXECUTE_CATALOG_ROLE to rdsdt_dtsacct;
   grant execute on sys.dbms_logmnr to rdsdt_dtsacct;
   grant select_catalog_role TO rdsdt_dtsacct;

Procedure

1. Go to the Data Migration Tasks page.
   1. Log on to the Data Management (DMS) console.
   2. In the top navigation bar, click DTS.
   3. In the left-side navigation pane, choose DTS (DTS) > Data Migration.
   Note

   • Operations may vary based on the mode and layout of the DMS console. For more information, see Simple mode and Configure the DMS console based on your business requirements.
   • You can also go to the Data Migration Tasks page of the new DTS console.
2. From the drop-down list next to Data Migration Tasks, select the region in which the data migration instance resides.
   Note If you use the new DTS console, you must select the region in which the data migration instance resides in the upper-left corner.

3. Click Create Task. Configure the source and destination databases.

   Section	Parameter	Description
   N/A	Task Name	DTS automatically generates a task name. We recommend that you specify an informative name to identify the task. You do not need to use a unique task name.
   Source Database	Database Type	The type of the source database. Select Oracle.
   	Access Method	The access method of the source database. Select a value based on the deployment location of the source database. In this example, Self-managed Database on ECS is selected. Note If your source database is a self-managed database, you must deploy the network environment for the database. For more information, see Preparation overview.
   	Instance Region	The region in which the source Oracle database resides.
   	ECS Instance ID	The ID of the ECS instance that hosts the self-managed Oracle database.
   	Port Number	The service port number of the self-managed Oracle database. Default value: 1521.
   	Oracle Type	The architecture type of the self-managed Oracle database. In this example, RAC or PDB Instance is selected. If you select Non-RAC Instance, you must specify the SID parameter. If you select RAC or PDB Instance, you must specify the Service Name parameter.
   	Database Account	The database account of the source self-managed Oracle database.
   	Database Password	The password of the database account.
   Destination Database	Database Type	The type of the destination database. Select PolarDB-X 2.0.
   	Access Method	The access method of the destination database. Select Alibaba Cloud Instance.
   	Instance Region	The region in which the destination PolarDB-X 2.0 instance resides.
   	Instance ID	The ID of the destination PolarDB-X 2.0 instance.
   	Database Account	The database account of the destination PolarDB-X 2.0 instance.
   	Database Password	The password of the database account.

4. In the lower part of the page for this step, click Test Connectivity and Proceed.
   Warning

   • If the source or destination database is an Alibaba Cloud database instance, such as an ApsaraDB RDS for MySQL or ApsaraDB for MongoDB instance, DTS automatically adds the CIDR blocks of DTS servers to the whitelist of the instance. If the source or destination database is a self-managed database hosted on an Elastic Compute Service (ECS) instance, DTS automatically adds the CIDR blocks of DTS servers to the security group rules of the ECS instance. For more information, see Add the CIDR blocks of DTS servers to the security settings of on-premises databases. If the source or destination database is a self-managed database that is deployed in a data center or provided by a third-party cloud service provider, you must manually add the CIDR blocks of DTS servers to the whitelist of the database to allow DTS to access the database.
   • If the CIDR blocks of DTS servers are automatically or manually added to the whitelist of the database, Alibaba Cloud database instance, or ECS security group rules, security risks may arise. Therefore, before you use DTS to migrate data, you must understand and acknowledge the potential risks and take preventive measures, including but not limited to the following measures: enhancing the security of your username and password, limiting the ports that are exposed, authenticating API calls, regularly checking the whitelist or ECS security group rules and forbidding unauthorized CIDR blocks, or connecting the database to DTS by using Express Connect, VPN Gateway, or Smart Access Gateway.
   • After the DTS task is complete or released, we recommend that you manually detect and remove the added CIDR blocks from the whitelist or ECS security group rules.

5. Select objects to be migrated for the task and configure advanced settings.

   • Basic Settings

     Parameter or setting	Description
     Task Stages	To perform only full data migration, select Schema Migration and Full Data Migration. To ensure service continuity during data migration, select Schema Migration, Full Data Migration, and Incremental Data Migration. Note If Incremental Data Migration is not selected, we recommend that you do not write data to the source instance during data migration. This ensures data consistency between the source and destination instances.
     Processing Mode of Conflicting Tables	Precheck and Report Errors: checks whether the destination database contains tables that have the same names as tables in the source database. If the source and destination databases do not contain identical table names, the precheck is passed. Otherwise, an error is returned during the precheck and the data migration task cannot be started. Note You can use the object name mapping feature to rename the tables that are migrated to the destination database. You can use this feature if the source and destination databases contain tables that have identical names and the tables in the destination database cannot be deleted or renamed. For more information, see Map object names. Ignore Errors and Proceed: skips the precheck for identical table names in the source and destination databases. Warning If you select Ignore Errors and Proceed, data inconsistency may occur, and your business may be exposed to potential risks. If the source and destination databases have the same schema, DTS does not migrate data records that have the same primary keys as data records in the destination database. If the source and destination databases have different schemas, only some columns are migrated or the data migration task fails. Proceed with caution.
     Source Objects	Select one or more objects from the Source Objects section. Click the icon to add the objects to the Selected Objects section.
     Selected Objects	To rename an object that you want to migrate to the destination instance, right-click the object in the Selected Objects section. For more information, see Map the name of a single object. To rename multiple objects at a time, click in the upper-right corner of the Selected Objects section. For more information, see Map multiple object names at a time. Note If you use the object name mapping feature to rename an object, other objects that are dependent on the object may fail to be migrated.

   • Advanced Settings

     Parameter	Description
     Set Alerts	Specifies whether to set alerts for the data migration task. If the task fails or the migration latency exceeds the threshold, the alert contacts will receive notifications. Valid values: No: does not set alerts. Yes: sets alerts. If you select Yes, you must also set the alert threshold and alert contacts. For more information, see Configure monitoring and alerting when you create a DTS task.
     Retry Time for Failed Connection	The retry time range for failed connections. If the data migration task fails, DTS immediately retries a connection within the retry time range. Valid values: 10 to 1440. Unit: minutes. Default value: 120. We recommend that you set this parameter to a value greater than 30. If DTS reconnects to the source and destination databases within the specified retry time range, DTS resumes the data migration task. Otherwise, the data migration task fails. Note If you set different retry time ranges for multiple data migration tasks that have the same source instance or destination cluster, the value that is set later takes precedence. When DTS retries a connection, you are charged for the DTS instance. We recommend that you specify the retry time range based on your business requirements. You can also release the DTS instance at your earliest opportunity after the source database and destination instance are released.
     Configure ETL	Specifies whether to configure the extract, transform, and load (ETL) feature. For more information, see What is ETL?. Valid values: Yes: configures the ETL feature. You can enter data processing statements in the code editor. For more information, see Configure ETL in a data migration or data synchronization task. No: does not configure the ETL feature.

6. In the lower part of the page, click Next: Save Task Settings and Precheck.
   Note

   • Before you can start the data migration task, DTS performs a precheck. You can start the data migration task only after the task passes the precheck.
   • If the task fails to pass the precheck, click View Details next to each failed item. After you troubleshoot the issues based on the causes, run a precheck again.
   • If an alert is triggered for an item during the precheck:
     • If an alert item cannot be ignored, click View Details next to the failed item and troubleshoot the issues. Then, run a precheck again.
     • If an alert item can be ignored, click Confirm Alert Details. In the View Details dialog box, click Ignore. In the message that appears, click OK. Then, click Precheck Again to run a precheck again. If you ignore the alert item, data inconsistency may occur, and your business may be exposed to potential risks.
7. Wait until the success rate becomes 100%. Then, click Next: Purchase Instance.
8. On the Purchase Instance page, specify the Instance Class parameter for the data migration instance. The following table describes the parameter.

   Section	Parameter	Description
   Parameters	Instance Class	DTS provides several instance classes that vary in the migration speed. You can select an instance class based on your business scenario. For more information, see Specifications of data migration instances.

9. Read and select the check box for Data Transmission Service (Pay-as-you-go) Service Terms.
10. Click Buy and Start to start the data migration task. You can view the progress of the task in the task list.

What to do next

The database accounts that are used for data migration have the read and write permissions. After data migration is complete, you must delete the accounts of both the self-managed Oracle database and the PolarDB-X 2.0 instance to ensure security.